Add a line item category

Line item categories are the building blocks of master categories. The parts of line item categories are individual line items, such as a computer mouse or monitor. Line items include both specific parts and services.

To add a line item category:

1. Click Request Management > Maintenance > Administration > Line Item Categories or Create Line Item Category.
2. Type the Name and Description of the category.
3. In the Availability field, type true to make the new category visible. If you leave this field blank or type false, then the category is not available.
4. In the QBE format field, type the name of the record list format that you want to use if it is different from the default ocml.qbe form.
5. The List Bitmap field enables you to add images of your inventory items to the forms. Images are stored in the Service Manager repository and require a GUI client.
6. The Assign Number Before Commit? check box assigns a number to the line item before it opens a confirmation screen (provided that display option is active).
7. Click the first field in the Quote Categories box, and then click Fill to generate a list of categories.
8. Select a quote category from the list. The system adds it to the Quote Categories box.
9. Click the first field in the Order Categories field, and then click Fill to generate a list of categories.

10. Select an order category from the list. The system adds it to the Order Categories box.

    The Line Item Phase field displays the phase name for the category. Format Control automatically matches this to the existing category name.

11. Click Add.

Important Note: This item will not function properly until a phase definition record of the same name is committed to the database.

Note: When you save the new line item category, you need to add an associated phase definition record.

Related topics

Line item categories
Phases

Add a master category
Add a line item phase