Link line items to breakdown items

You can link multiple line items to a breakdown item from its drop-down menu on the Contract Breakdown tab.

You can also:

• Specify the breakdown item that the line item belongs to when creating the line item. See Manually add line items.

• Specify the breakdown item that the line item belongs to in the Contract Setup spreadsheet to be imported. See Import contract setup data.

• Edit a line item to set or update the breakdown item with which it is associated. See Update line item details.

Link line items to a breakdown item

1. On the Contract Breakdown tab, click the drop-down arrow for the breakdown item, and select Manage Line Items from the menu.

   The Manage Line Items dialog box is displayed.

   You can use the drop-down list to display the Linked, Unlinked or All line items.

   Filter the line items by typing part of the code, title, control account code or supplementary code. Click the button to expand the search box, and type the search text.

2. Select the line items that you want to link to the breakdown item. The value of the Allocated Commitment of the breakdown item and the number of Linked Items are updated.

   Note Line items which are already assigned to a different breakdown item are not listed.

3. Click Save.

   The line items are linked to the breakdown item and the Contract Breakdown tab is displayed with a confirmation message.

Unlink line items from a breakdown item

You cannot unlink a line item from the breakdown item if the breakdown item is in use (i.e. one or more of its line items are in use in a communication).

4. On the Contract Breakdown tab, click the drop-down arrow for the breakdown item, and select Manage Line Items from the menu.

   The Manage Line Items dialog box is displayed.

5. Clear the check box for the line items you want to unlink from the breakdown item. The value of the Allocated Commitment of the breakdown item and the number of Linked Items are updated.

6. Click Save.

   The line items are unlinked from the breakdown item and will be listed under No Breakdown Item. The Contract Breakdown tab is displayed with a confirmation message.

You can also edit a line item to update the breakdown item with which it is associated - see Update line item details.