Upper Form Options for Line Item BP

The following explains the options for:

• Upper Form Options for Line Item BP (Action Form)
• Upper Form Options for Line Item BP (View Form)

Upper Form Options for Line Item BP (Action Form)

Attachments block

• Add Attachments to record
• Remove Attachments from record

Source for Record and Line item Attachments

• Document Manager
• My Computer

Publish to Document Manager

• Republish if Publish Path is different from current Location
  • Move
  • Copy
  • Automatically select all existing Record and Line Item Attachments for Republish

Document Manager Attributes for Record and Line Item Attachments

• Update attributes for already Published Documents

Line Items block

Left pane

Names of the line items.

Right pane:

• Hide current tab
• Add/Copy/Group line items
  • Allow attachments to line items
  • Allow adding of summary line items
• Display line item group total amount
• Allow Modify Line Item, except when status is: Must select a status.
• Allow Line Item Status to be modified
• Remove Line Items

Additional block

• Allow linking uMail

Upper Form Options for Line Item BP (View Form)

Attachments block

No fields are in this block.

Line Items block

Left pane

Names of the line items.

Right pane:

• Hide current tab
• Display line item group total amount