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Navigate Here: Implementation > Contracts > Browse Contracts; select a contract > Line Items tab; Move to Contract Line Items section.
You can only add and edit Contract Line Items when the contract Status is Draft, Under Review or Rejected. After the contract has been Approved, you cannot edit its line items but can only view Line Item Detail by clicking
You can add new contract line items in any of the following ways:
1. Enter a number in the "Lines" textbox and then click the Add icon
2. Click
3. Click the Duplicate icon
4. Load source line items by clicking the Load From … buttons: For example, you can click on the Load from SOV Item button to pop up the SOV item look up window, make your selection and click the OK button. New contract line items will then be created with these SOV Items.
The contract line items are in viewing mode by default. To edit a line item, you need to enter editing mode by clicking the Edit icon
Line No.: Contract line item number. It must be unique within the contract.
SOV Item: Schedule of Value item that describes the work. Browse and select a SOV Item by clicking
Project: The implementation project linked to the line item. Browse and select a project by clicking
Fund: The fund linked to the line item. Browse and select a fund by clicking
Type: General type of the contract line item. You can manage it on Manage Picklist page.
(Sub-)Contractor: The Vendor that performs the work of the line item. Browse and select a vendor by clicking
Unit: The unit of the work for the line item.
Initial Unit Price, Quantity and Amount: The initial values of the line item.
Latest Unit Price, Quantity and Amount: The latest values of the line item.
Completed: The completed amount of the line item, it is normally inclusive of actual or pending paid amount.
Remaining: The remained amount of the line item, its values = [Latest Amount - Completed Amount].
Paid Amount: The paid amount of the line item.
For specific contract types, some special fields will be shown for the contract line item by line item structure configuration.
Cost Type: (For NTE contract only) line item type by cost. You can manage it on Manage Picklist page.
Category: (For Job Costing Master and Job Order contracts only) line item type by category. You can manage it on Manage Picklist page.
Once you finish editing a contract line item, click the Update icon
You can delete a contract line item by clicking the Remove icon
You can quickly find the contract line items you want by clicking the Search icon
You can view all the contract line items by clicking the Show All icon
You can edit contract line item(s) in batch mode in the following ways:
1. Select line item(s) and click the Batch Delete icon
2. Select line item(s) and click the Batch Update icon
- You can fill in the batch update values and click the Save button at the bottom of the page to save the changes made on selected contract line items.
- You can uncheck the “Is Updated” checkbox to deselect any unwanted values from the batch update.
- You can force blank value to overwrite the existing values by checking the “Is Updated” checkbox of that particular field.
You can import contract line items from Excel data source by clicking the Import Data icon
You can export selected contract line item(s) to Excel data source by clicking the Export Data icon
Once you finish all operations in this page, remember to click the Save button to save all updates to contract line items, or else the updates will be lost when you close or refresh the web page.
You can view the change history of the contract line items by clicking View Audit Trail button. The system will then open the Browse Audit Trail Details page in a new window.
Contract Line item Detail popup screen will show different forms under different contract types by Dynamic Form configuration.
You can view the change order line item(s) associated with current contract line item on this screen as well. - A brief summary of each related change order includes CO ID & Subject, Transfer Record, Line Item Type, Line No., Adjusted Amount, Transfer Amount and Status (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
- You can view the detailed information of a change order line item by clicking
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