Navigate Here: Financials > Invoices > Browse Invoices; select an invoice > Line Items tab
You can only add and edit Invoice Line Items when the Invoice Status is Draft, Under Review or Rejected.
You can add new invoice line items by any of the following ways according to different invoice categories & types:
Contract-Invoice
Invoice Type: Non NTE
Load from Contract: By clicking this button, a window where you can select contract line items from the associated contract will pop up. Make your selection and click the OK button. The popup window will be closed and the selected contract line items will be inserted as invoice line items with default values of SOV Item, Project, Fund, (Sub-)Contractor, Unit, Unit Price, Quantity, and Amount (if these fields exist in invoice line item and have been configured with Attribute Mapping).
Invoice Type: NTE
1. Click the Add icon 
and the system will popup a new screen for you to add the Line Item Detail.
2. Load from Contract Charge Rate: By clicking this button, a window where you can select contract charge rate line items from the associated contract will pop up. Make your selection and click the OK button. The popup window will be closed and the selected charge rate line items will be inserted as invoice line items with default values of Role and Unit Price.
PO-Invoice
Load from Purchase Order: By clicking this button, a window where you can select PO line items from the associated PO will pop up. Make your selection and click the OK button. The popup window will be closed and the selected PO line items will be inserted as invoice line items with default values of SOV Item, Project, Fund, (Sub-)Contractor, Unit, Unit Price, Quantity, and Amount (if these fields exist in invoice line item and have been configured with Attribute Mapping).
Invoice-Only
1. Click the Add icon and the system will popup a new screen for you to add the Line Item Detail.
2. Load from SOV Item: By clicking this button, a window where you can select SOV items will pop up. Make your selection and click the OK button. The popup window will be closed and the selected SOV items will be inserted as invoice line items with default values of SOV Item (if SOV item exists in invoice line item and have been configured with Attribute Mapping).
The invoice line item data grid is for viewing only, you may sort the records by clicking the linked column header. To edit a line item, you can click the Edit icon 
at the first column of each line, and the system will open the Edit Line Item Detail screen.
Item No.: Invoice line item number. It must be unique within the invoice.
SOV Item: Schedule of Value item that describes the work. Browse and select a SOV Item by clicking 
in popup edit screen.
Project: The project which the invoice line item applies to. Browse and select a project by clicking in popup edit screen.
Fund: The funding source of the invoice line item. Browse and select a fund by clicking in popup edit screen.
(Sub-)Contractor: The vendor that performs the work of the invoice line item. Browse and select a fund by clicking in popup edit screen.
Stored Materials: Specify whether this invoice line item is Stored Materials.
Unit: Unit of work for the line item.
Unit Price, Quantity and Amount: The value of the invoice line item. You can also see the Total Amount of all invoice line items at the top of the data grid.
Retainage Rate: The Retainage Rate of the invoice line item. Its default value is sourced from invoice general.
Retainage: The Retainage Amount of the invoice line item. It can either be calculated by [Amount × Retainage Rate] or be entered manually. The automation rule is: when Retainage Rate or Retainage is updated, the other value will be recalculated.
Amount Less Retainage: This is calculated by [Amount - Retainage]. You can also see the Total Amount Less Retainage of all invoice line items at the top of the data grid.
Remaining: The remaining amount of the invoice line item. Its value = [Contract/PO Line Item Latest Amount - (Contract/PO Line Item Completed Amount + Current Invoice Line Item Amount)]. The Remaining Amount is valid only when the invoice line item is loaded from contract or PO.
Associated Asset: The asset linked to the invoice line item by Asset Associated with Invoice Line Item function. After an invoice line item associated with an existing asset, system will show the asset ID & name with a hyperlink under it, and you can click that hyperlink to go to the Asset Management page. If there is no asset associated, system will show "Not Associated" instead.
Note: Besides the above common fields for all invoice types, the following fields are defined for specified invoice types and sections.
| Professional Service |
| Section: Direct Labor Cost |
| Resource: The resource who completed the wok of the line item. Browse and select a resource by clicking in popup edit screen. Available options are all Labor type resources in the system. |
| Overhead Rate: Overhead rate of the invoice line item. |
| Overhead: Overhead amount of the invoice line item. It can either be calculated by [Amount × Overhead Rate] or be entered manually. The automation rule is: When Overhead Rate or Overhead is updated, the other value will be recalculated. |
| Profit Rate: Profit rate of the invoice line item. |
| Profit: Profit Amount of the invoice line item. It can either be calculated by [(Amount + Overhead) × Profit Rate] or be entered manually. The automation rule is: When Profit Rate or Profit is updated, the other value will be recalculated. |
| Fee Earned: Fee earned by the invoice line item. It equals [Amount + Overhead + Profit]. You can also see Total Fee Earned of all Direct Labor Cost line items at the top of the data grid. |
| Section: Reimbursable Cost |
| Cost Type: Reimbursement cost type of invoice line item. You can manage it on Manage Picklist page. |
NTE
All Sections
| Resource: The resource who completed the wok of the line item. Browse and select a resource by clicking in popup edit screen. Available options are all Labor type resources in the system. |
| Role: The role defined in Contract Charge Rate. Browse and select a role by clicking in popup edit screen. |
| Job Order |
| One Section Only |
| Category: Line item type by category. You can manage it on Manage Picklist page. |
You can delete a invoice line item by clicking the Delete icon 
at the last column of each line.
You can edit invoice line item(s) in batch mode in the following ways:
1. Select line item(s) and click the Batch Delete icon 
. These line items will be deleted in a batch.
2. Select line item(s) and click the Batch Update icon 
. The following batch update screen will be shown.
- You can fill in the batch update values and click the OK button at the bottom of the page to save the changes made on selected invoice line item(s).
- 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 add 
or delete
split line item(s) if line item splitting is enabled, which will override the existing split line item(s) of the selected invoice line item(s).
You can import invoice line items from Excel data source by clicking the Import Data icon 
.
You can export selected invoice line item(s) to Excel data source by clicking the Export Data icon 
.
You can view the change history of the invoice line items by clicking the View Audit Trail button. The system will then open the Browse Audit Trail Details page in a new window.
Invoice Line Item Detail popup screen will show different forms under different invoice types by Dynamic Form configuration.
Besides adding or editing the invoice line item basic information, you can manage split line item in the above screen if split line item is enabled.
You can add new split line items by clicking at the top left corner of the line item splitting grid or edit any existing split line items on the grid.
Item No.: Split line item sequence number. It is automatically generated by the system.
Project: The implementation project linked to the split line item. Browse and select a project by clicking .
Fund: The fund linked to the split line item. Browse and select a fund by clicking .
Percentage: The amount allocation percentage of this split line item in the total amount of the invoice line item.
Amount: The split line item amount. Its value = [invoice line item total amount * Percentage]. You can also enter this amount first, then the system will automatically calculate the percentage = [split line item amount / invoice line item total amount].
You can select multiple split line items using the checkbox in front of each line and delete the corresponding split line items by clickingbutton.
Once you've finished the editing, you can click the OK button to save the contract line item or click the Cancel button to abort the current operation and return to Invoice Line Items tab page.