Add or edit line items

You can use icons on the Line items register to add new line items or edit existing line items.

To add a line item, click the New line icon, and then select New line. See "Line items from master agreements" for information about the From master agreement option to add lines.

To edit a line item, select it and then click the Edit line item icon.

When you add a new line or edit a line, the Add or Edit line item slide-out panel opens. The panel shows a condensed view of the Line item Details page.

You can also add a line by copying an existing line. To copy a line in the Line items register, select the line and then click the Copy icon. Select Line item to copy to the register and assign a line number. You can then edit the line item is needed. If the schedule of values is enabled for the contract, you can copy a line item to the Schedule of values page. See Schedule of values tab for information about copying a line item to the schedule of values.

Save

After you have filled out the Line item details page, save it.  There are several options for saving:

• Save - will save and take you back to the Line Items tab
• Save and new - will save and then take you into a new blank Line item details page to start a new line item
• Save and create delivery schedule – will save and take you to the schedule delivery page