Field descriptions for the Edit Invoice Line Items page

The following table describes the fields available on the Edit Invoice Line Items page.

Table 1. Fields on the Edit Invoice Line Items page
Field Description
Item Description Type 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 dialog, do the following steps:

  1. In the Find by name or code field, do one of the following options:
    • To find a particular type of item, select either Project or Program.
    • To search for a specific project or program, enter a search string.
    • To search for all projects or programs, leave the field blank and click Find.
  2. Select a project or program from the Search Results list.
  3. Click Select to close the dialog box and add the selected project or program to the line item.
    Note: This field is required to move an invoice into the Payable state. When the invoice is 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: When the invoice is 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.