Add a line item phase

1. Click Request Management > Line Items > Line Item Phases. A blank line item phase definition form opens.
2. Click Search to generate a record list.
3. Click the name of a phase definition on which you want to base your new line item phase. The phase definition form opens, containing the definition data of the selected line item phase.
4. Clear the name from the Name field, and then type a unique name for the new line item phase.
5. In the Parent Area field, select Quotes or Orders as a valid parent area for a line item under this phase. When this field is left blank, all line items under this phase use this phase definition.
6. The Modify Dates field in the Model/Line Items tab enables you to change the ordering dates of a line item. To have the ability to change the dates, type true. If you leave this field blank or if it is set to false, you cannot modify the dates.
7. Modify the rest of this new phase record with your information in the following tabs:
   • Definition
   • Alerts
   • Approvals
   • Model/Line Items
   • Scripts/Views
   • Reports

8. Click Add to add the new phase to the system.

   A list of reports opens.

   Caution: Make sure that you do not click Save because doing so will replace the existing phase with the new phase you are attempting to add.

9. Double-click the report name to add the phase to the report.

   A list of events opens.

10. To restrict the new line item phase to certain events, select only those events.
    1. Double-click an event and review the event form to make sure you want to add the phase to this event.
    2. To go back to the list of events and continue to browse through the events, click Back.
    3. To add the phase to this event, click OK.
    4. Continue steps a. through c. to select the applicable events for this new line item phase.
    5. When you are done, click Back.
    6. Click OK.
11. To add the new line item phase to all events, do the following:
    1. Click Add to All.
    2. Click OK.

Related topics

Phases