Items Tab

 

The Items tab is optional; however, if you choose to use this tab, Quantity and Item Cost are required fields. This tab does not have any impact on the Accounting Lines tab, nor does it need to balance to the accounting lines. Therefore, filling out the Items tab does not automatically update the total of the accounting lines.

 

Items tab field definitions

Title

Description

Date

Optional. Enter the date of service or select it from the calendar tool.

Description

Optional. Enter the description of goods or services.

Item Cost

Required. Enter the cost per item for goods or services.

Quantity

Required. Enter the quantity of goods or services provided.

Stock number

Optional. Enter the stock number for the goods or services provided.

Total

Display-only. The extended cost is calculated when you click add to add the line.

UOM

Optional. Enter the unit of measure.

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Process Overview