View and edit agreement line items - Intergraph Smart Materials - 10.4 - Help - Hexagon

On the Line Items screen, you can view the agreement line items. If the agreement is not approved, you can add, delete, and update line items.

1. Click the Agreements task on the dashboard.

2. Click an agreement number.

3. Click Line Items on the category panel.

4. To add new agreement line items, do one of the following:

   • Add a line item manually

   • Add line items based on quotes

   • Add line items based on engineering requisitions

   • Add line items by selecting requisition line items

   • Add line items based on change order requests

   • Add line items based on warehouse quantity

5. To edit the line item details, do the following (scroll to the right if necessary):

   • Edit agreement line item properties

   • Add comments to agreement line items

   • Split a tagged item

   • Split a line item

   • View and edit position details

   • View and edit quantities

   • View and edit prices

   • View and edit weight, volume, and dimensions

   • View and edit delivery details

   • View requisition details

   • View and edit other costs for a line item

   • View and edit progress payment events for a line item

   • View and edit associated requisition line items

   • Attach documents to agreement line items

   • Attach vendor data requirements (VDRs) to agreement line items

   • Apply prices

6. You can click the Renumber button to renumber the positions of the line items.

   This button is not enabled on change orders (CO) because material must keep its position on a CO.

   What happens when I renumber line items?

   When you click this button, the CIP m_pck_po_custom.renumber_pos is executed. With the standard installation of this CIP, gaps between the positions of an agreement will be closed.

To delete line item(s), select the line item(s), click Delete Line Item , and click Save.