Field descriptions for the Edit Invoice Line Items page

This table lists the fields available on the Edit Invoice Line Items page.

Table 1. Fields on the Edit Invoice Line Items page
Field Description
Item Description Enter a description for the line item.
Note: The # field populates automatically when you create a line item.
Source Project or Program Click the drop-down list to search for a project or program with which the invoice line item is associated.

In the Select Item window, do the following.

  1. Select either Project or Program under the Find by name or code field to find a particular type of item.
  2. Enter a search string to search for a specific project or program in the Find by name or code field. Or, leave blank and click Find to search for all projects or programs.
  3. Select a project or program from the Search Results list.

  4. Click Select to close the dialog box and add the selected project or program to the line item.

    Note: This field is required in order to be able to move an invoice into the Payable state. Once in the Paid state, the invoice amount rolls up to the Actual Total field on the source project or program Budget tab.
Source Account Click the drop-down list to select from all enabled accounts. The funds for this item come from the account you choose.
Note: Once in the Paid state, the invoice amount rolls up to the source account's summary information.
Cost Category Click the drop-down list to select an enabled cost category.
Cost per Unit Enter the amount of the line item.
Qty Enter the line item quantity.
Cost Displays the total cost for the line item. The system calculates this field after you enter values in both the Cost per Unit and Qty fields.