Line Items |
The Line Items tab for bids enables you to display and define line items on bids.
Tip: You can use the filter to limit the display to specific bid IDs, IDs of users who requested bids, and/or the status of bids.
The field in the top section of this tab defines the data that displays.
Bid ID
Identifier of the bid currently selected in the grid or that you are defining. This field has a list box.
The bottom section of the Line Items tab consists of three sections: two screen groups and the space between them.
The fields in the first screen group display and define the line items. To select the previous or next item, click the << or >> boxes at the bottom right corner of the group.
When you highlight a row in the first screen group, the second group displays the line item attributes.
When you specify a value in the Line item type field, the space between the two screen groups displays fields relevant to that item type. The line item number displays in an unmarked field at the top left corner of the space.
The fields in the first screen group display and define the line items. To select the previous or next item, click the << or >> boxes at the bottom right corner of the group. Unless otherwise indicated, all fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Item type
Type of item included in the bid. This field has a list box:
COMMERCIAL
EQUIPMENT
FEE
NON-STOCK
When you highlight a row in the group, the line item attributes display in the second screen group at the bottom of the tab. Additionally, the fields relevant to the item type display in the blank space between the two groups. The line item number displays in an unmarked field at the top of the space. To select the previous or next item, click the << or >> boxes in the space.
Item
Generic description of the item for identification purposes. It can be a work order, equipment unit, part, or special fee ID, or any other identification item you choose to use. Free-format area. Required if there is information in the Item type field.
Description
Description of the item included in the requisition. Free-format area. Required if there is information in the Item type field.
Comments
Remarks or notes about the line item included in the requisition. Free-format area.
Data in the fields in the second screen group in the tab section display and assign attributes to the line items. When you enter information in the Item type field, these fields display attribute information previously assigned to the line item. To assign attributes to the requisition as a whole, use the Attributes tab. Unless otherwise indicated, the fields are optional.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Line number
Line number assigned to the line item by the system. This field is display only.
Attribute ID
Identifier of the attribute assigned to the line item selected in the first screen group. This field has a list box of IDs defined on the Data -> Procurement -> Attributes screen.
Name
Name associated with the attribute ID. Display-only from the Data -> Procurement -> Attributes screen.
Text value
Text value for the attribute used with the numeric value. For example, this field may contain a term (such as discount percent) and the Numeric value field may contain the corresponding amount (such as 10.000).
Numeric value
Numeric value for the attribute used with the text value. For example, the Text value field may contain a term (such as discount percent) and this field may contain the corresponding amount (such as 10.000).
Comments
Remarks or notes about the attribute ID assigned to the line item. Free-format area.
Line item type
The type of line item. Auto-populates based on the information provided in the Attribute ID field. This field is display only. Line item types include COMMERCIAL, EQUIPMENT, NON-STOCK, and FEE.
The fields that display in the space between the screen groups depends on the line item type: COMMERCIAL, EQUIPMENT, NON-STOCK, or FEE.
The line item included in the requisition is for commercial work. The following fields appear in the space between the groups.
Total cost
Total cost of the commercial work on the requisition. Display only.
Task ID
Identifier of the task that describes the commercial work. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. This field is required.
Note: Cannot post indirect tasks against commercial line items.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Parts cost
Vendor’s flat rate for parts required to complete the task in the Task ID field. Required if there is no information in the Labor cost field.
Misc cost
Amount of any other costs incurred by the task in the Task ID field for items such as small parts, washing, and minor repair. Must be zero or greater than zero for bids, estimates, requisitions, and deliveries.
Labor cost
Charges for labor required to complete the task in the Task ID field. Required if there is no information in the Parts cost field.
Labor rate
Rate of the labor cost.
Labor hours
Number of hours of labor required to complete the task ID, to the nearest hundredth of an hour. Must be a positive number.
The line item included in the requisition is for one or more equipment units. Required to use the Equipment Planning module to specify a project ID for the requisition. The following fields appear in the space between the groups.
Quantity
Number of equipment units included in the requisition. Must be greater than zero. Maximum field length is six digits.
Unit price
Price of each equipment unit included in the requisition. Must be greater than zero.
Delivery location
Identifier of the location at which the equipment unit (or units) will be delivered.
Project ID
Identifier of the equipment planning project of which this requisition is a part. This field has a list box.
If the Equipment Planning module is installed, when you specify an ID in this field, the system inserts an event type for the project on the Event/Approval Tracking tab of the Data ->Equipment Management -> Planning -> Projects screen and the information displays in the following two fields from the template assigned to the project. Both fields have list boxes.
Note: Projects are assigned to templates on the Basic Info tab of the Data -> Equipment Management -> Planning -> Projects screen. Project templates are defined on the Basic Info tab of the Data -> Equipment Management -> Planning -> Templates screen.
Equipment type
Type of equipment. This field has a list box.
Maintenance class
Class to which the equipment unit is assigned for maintenance.
The line item included in the requisition is for a non-stock item (or items). The following fields display in the space between the groups.
Quantity
Quantity of the non-stock item needed.
Unit price
Price of each non-stock item included in the requisition.
Delivery location
Identifier of the location to which the non-stock item (or items) will be delivered.
The line item included in the requisition is a fee. The total cost of the fee displays in the space between the groups.