Manage line item columns

Learn how to customize columns that appear on the Quotes Items tab:

• Show and hide columns
• Configure links columns
• Customize salesItemAttribute columns
• Set decimal places

Show and hide columns

1. Open a quote.
2. On the Items tab, select .
3. On the Information Type tab:
   • Clear checkboxes next to the names of columns you want to hide.
   • Select checkboxes next to the names of columns you want to show.
4. Select Update.

Configure links columns

To facilitate quick access to helpful information, you can enable links to internal or external resources in the line item table. To enable this functionality, you must configure a custom column.

External links

Use the following sample script to configure an external links column:

    <rdf:Description redf:about="&as;salesItemAttributes5">
    <rdfs:label xml:lang="de">Margenqualität</rdfs:label>
    <rdfs:label xml:lang="en">Url 1</rdfs:label>
        <ps:readOnly rdf:datatype="&xsd;boolean">true</ps:readOnly>
       <as:isLink rdf"datatype="&xsd;boolean">true</as:isLink>
    <rdfs:range rdf:resource="&xsd;string"/>
        <ps:synchronizeAllowed rdf:datatype="7xsd;boolean">true</ps:synchronizeAllowed>
</rdf:Description>

Internal links

Use the following sample script to configure an internal links column:

    <rdf:Description rdf:about="&as;salesItemAttribute15">
    <rdfs:label xml:lang="de">Zertifizierung</rdfs:label>
    <rdfs:label xml:lang="en">Quotes Link</rdfs:label>
    <rdf:type rdf:resource="&owl;FunctionalProperty"/>
        <as:enumerable rdf:datatype="$xsd;boolean">true</as:enumerable>
    <as:isLink rdf:datatype="&xsd;boolean">true</as:isLink>
    <rdfs:range rdf:resource="&as;Quote"/>
        <ps:synchronizeAllowed rdf:datatype="&xsd;boolean">true</ps:synchronizeAllowed></rdf:Description>

Customize salesItemAttribute columns

To facilitate complex costing and quoting processes, you can customize additional columns in the line item table to capture specific details. The additional columns are of the business dynamic attribute type, and they are named salesItemAttributeXX (where XX is a number of a column).

This feature supports scripts that update product specific information.

Change the name and type of salesItemAttributeXX columns

1. In the application schema extension, define the name and type for the column. Use the following sample script:

   <rdf:Description rdf:about="&as;salesItemAttribute8">
       <rdfs:label xml:lang="de">Ship-To-Partner</rdfs:label>
       <rdfs:label xml:lang="en">Ship-To-Partner</rdfs:label>
       <rdfs:range rdfs:resource="&xsd;string"/>
       <ps:synchronizeAllowed rdf:datatype="&xsd;boolean">true</ps:synchronizeAllowed>
   </rdf:Description>
   

2. Rebuild or deploy your tenant to implement the changes.

Translate the new column name

1. In messages properties, define translations for the column name. Repeat this step for all needed languages. Use the following sample script:

   quote.tabs.lineitems.salesItemAttribute8            Ship-To-Partner
   

2. Reload your schema to implement the changes:
   1. From the application left navigation area, select Administration.
   2. From the top navigation bar, select Operation Settings.
   3. On the System Settings tab, under Load Schema, select Start.

Set decimal places

To set decimal places for numeric columns in the line item table, use decimalPlace and roundingMode metadata attributes in schema extensions.

Use the following sample script:

<rdf:Description rdf:about="&as;itemHeaderQuantity">
    <rdfs:subPropertyOf rdf:resource="&ps;assertion"/>
    <ps:decimalPlace rdf:datatype="&xsd;int">2</ps:decimalPlace>
    <ps:roundingMode rdf:datatype="&xsd;string">FLOOR</ps:roundingMode>
</rdf:Description>

Supported roundingMode values:

• UP
• DOWN
• CEILING
• FLOOR
• HALF_UP
• HALF_DOWN