Manage line items

Agreement line items store information about products to which you apply special prices and discounts. Line items appear on the Line Items tab in agreements.

Learn how to work with line items:

• Add a line item

• Add a subline item

• Add a product bundle

• Substitute a product on a line item

• Copy a line item

• Rearrange line items

• Make a bulk update of line items

• Update line items with a script

• Delete a line item

Add a line item

You can add a line item:

• From the product catalog

• Through the quick add feature

• From an agreement

From the product catalog

1. Open an agreement.

2. On the Line Items tab, above the list of line items, select Add > + Add Line Item to open the product catalog.

3. Use one of the following ways to add products:

   • Select a checkbox next to the name of one or multiple products. Then select Add and Close to add products as line items and close the product catalog.

   • Select a checkbox next to the name of one or multiple products. Then select Add to add products as line items. The product catalog remains open.

   • Select a product to view its details. Enter the product quantity, then select Add.

Through quick add

1. Open an agreement.

2. On the Line Items tab, above the list of line items, select Add.

3. In the Search by product name or ID field, begin typing a product name or ID.

4. On the product, select + Add.

From an agreement

To copy a line item and its configurations from another agreement, follow these steps:

1. Open an agreement.

2. On the Line Items tab, above the list of line items, select Add > Copy from Other Agreements.

3. Select one or more agreements, then select View Line Items.

4. Select one or more line items, then select Add.

Add a subline item

To add a line item as a subcategory of another line item, follow these steps:

1. Open an agreement.

2. On the Line Items tab, select a checkbox next to the position number of a line item to which you want to add a subcategory.

3. Add a line item. It will appear as a subcategory of the line item that you've selected in Step 2.

Add a product bundle

1. Open an agreement.

2. On the Line Items tab, above the list of line items, select Add > Add Product Bundles.

3. Select one or multiple product bundles, then select Add.

Substitute a product on a line item

1. Open an agreement.

2. On the Line Items tab, select a checkbox next to the position number of one or multiple line items.

3. Above the list of line items, select View Product Substitutions.

4. Select products, then select Apply Substitutions.

Copy a line item

1. Open an agreement.

2. On the Line Items tab, select a checkbox next to the position number of one or multiple line items.

3. Above the list of line items, select Copy Line Item.

Copied line items appear at the end of the list.

Rearrange line items

Add selected lines as subcategories of another line item

1. Open an agreement.

2. On the Line Items tab, select a checkbox next to the position number of the line items you want to move.

3. Locate the target parent line item and right-click it.

4. In the context menu, select Shift line item(s) > Shift to this line item.

Display selected lines as individual line items

1. Open an agreement.

2. On the Line Items tab, right-click a subline item.

3. In the context menu, select Shift line item(s) > Shift to Agreement level.

Make a bulk update of line items

Note

Bulk update of line items automatically triggers the After Update Sales Item IMCScript group to ensure consistency in automation and downstream processes.

Select a tab for the UI version you use.

1. Open an agreement.

2. On the Line Items tab, select a checkbox next to the position number of the line items you want to edit.

3. Right-click any of the selected line items.

4. In the context menu, select Mass edit selected line item(s) > Enter Mass edit mode.

5. Make necessary changes, then select Update.

Update line items with a script

If your administrator configured this function, you can run a script to automatically add products, configure them, set attributes, and perform other supported operations in an agreement. For details, read Organize Line Item Structure.

To update line items with a script:

1. Open an agreement.

2. On the Line Items tab, above the list of line items, select Update line items with a script.

3. On the Update line items with a script dialog, select a script, then select Next.

4. Preview the line items structure, then select Accept to apply the changes.

   Note

   The system doesn't run validation checks when generating the preview. This means that when you select Accept, the system might still encounter a problem if there are any conflicts.

Delete a line item

1. Open an agreement.

2. On the Line Items tab, select a checkbox next to the position number of one or multiple line items.

3. Above the list of line items, select Delete Line Item. To confirm the action, select Yes.