Line Item Management
After you add a line item, Contract adds a line item ID and adds it to the Line items register. The register lists all line items for the contract, and you can view line item information and copy, edit, and delete line items.
The total net price is shown at the bottom of the page.
View line item information
The Line items register includes the following tools to help you quickly see line item information in one place.
| Number | Name | Description |
|---|---|---|
| 1 | View | You can view additional data blocks to show information related to line items. |
| 2 | Line error indicator | A yellow warning icon shows whether an error, such as a missing required field, exists in the line item. Errors must be fixed before you can publish a line item. If you try to publish the contract without fixing the errors, a red warning icon is shown |
| 3 | Selection tools | Show you how many line items in the list are selected and lets you view only the selected items. You can also click Clear selection to clear the selections. |
| 4 | Errors | Shows the number of line items with errors. You can click the n Items link to view only the line items with errors. |
| 5 | Net value | The net value of all line items. |
View data blocks
You can view the following data blocks to supplement the line item view:
-
Budget and commitment
-
Schedule of values
-
Change orders
-
Progress
-
Payment forms
-
Accruals/receipts
Copying a Line Item
Select the line item you want to copy and click the copy icon. You can then choose the sections of the line item that you want to copy. The system duplicates the line item details of the selected sections. This function can be useful when inputting multiple lines on a contract. After you have copied line items, you can edit the line item details to reflect any necessary changes.
Editing a Line Item
There are two ways to edit line item details once a line item has been created or copied. You can edit line item details in the line item overview page, or you can select the line item you wish to edit and click the edit line item icon to open the Line item details page for that line item.
You cannot edit the Type field after starting an approval.
Deleting a Line Item
You can delete a line that has not been published to the PO. Highlight the line item and select the delete icon.
If you need to delete a line item which has been published to a PO, you would perform the same process. However, a strike-through will appear on that line item until it is carried through to your ERP system and processed.
If goods receipt and invoice payments have been applied to the line item, you can delete that line item without having GR/IR adjustments performed on the back end. Contract line items are automatically closed when they are deleted. The Deletion, No further delivery, and No further invoice indicators are sent to the ERP system.
If you see a yellow pencil on a line item it means that this line has never been sent over to your ERP system.
