InEight Contract - Contract Line Items Tab

TRANSCRIPT

Welcome to InEight Contract.

This video demonstrates how to add and review line items on a contract.

The line items tab in InEight Contract helps manage contract details by breaking them down into individual tasks or deliverables.

 

Managing Contract Details

Line items are pay items for the contract.

These can be materials, services, or credits.

While in your selected contract, go to the line items tab and click here to open an existing line item.

Here we can see the details already added for this line item. Note, these include the type, description, product category, valid dates to and from, and delivery address.

The other fields have pull down menus which are created from the organization and project settings, and other fields are auto populated.

Additionally, line items may contain retention, tax amounts, and comments as needed.

Under account assignment details, you can indicate what WBS code or cost center to assign to the cost item.

The screen selection below will change according to which option you choose.

 

Quantity and Pricing

 

Under quantity and pricing, you can enter the quantity, unit of measure, and unit price.

If the organization allows edits to the is taxable field, you'll see the is taxable check box above the pricing summary.

Note you can fill out additional customer defined fields if used by your organization.

Additionally, you can add delivery schedules through the additional links feature.

Once you've completed all the necessary details, don't forget to click save.

 

Exploring the Line Item Grid

 

Now, let's explore the line item grid, which is divided into sections that include details, budget and commitment, change orders, progress, payment forms, accruals, and receipts. Note that if the change orders, payment forms, or schedule of values features are not enabled in the contract type configuration within the organization settings, the corresponding sections will not be displayed on the line items tab.

The line item grid provides flexibility for customization.

By clicking the arrows in the column headings, you can collapse and expand each section. To collapse all sections, use the double arrow in the first section. You can also rearrange grid sections and add or remove columns using the column management feature. Simply click here to open the selector box. From here you can rearrange grid sections and add or remove columns within the sections.

You can also relocate columns from the details section to the lock section that displays on the left of the register, and vice versa. When finished, click save.

To access detailed information for an item, you can click on a link within a cell. The link opens a drill down page for the respective section, allowing you to view progress, change orders, payment forms, and more. Using these sections, you can effectively review how budget, commitments, and schedule of value items relate to your contract line items.

 

Conclusion

 

Well, that covers how to add and review contract line items. Thanks for watching.