Add Item Summary Entry

Overview

The process to add an entry to the Item Summary Table can be done through the Item Summary section on the Pay Item Entry Tab.

 

Prerequisites

User has the rights to add entries. Once an item has been included on a Pay Estimate, it cannot be edited.

 

Add Item Summary Entry

To add an item summary entry:

• Right click anywhere in the Item Summary Table.

• Select "Add" in the context-sensitive menu.

To edit the Item Summary entry, the following items are available for the columns in the Funding Table:

• Fund Key - Click the field and select the Fund Key from the drop-down menu.

• Final - Click the Final checkbox.

 

Notes

• You cannot use the same Fund Key more than once.

• Fund Key and Final fields are required.