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Editing Line Items

You can edit line items if your security role has permission to edit the contract, change order or invoice that the line items appear on. For more information, see "About Security Permissions".

Editing line item values

You can change the value of a line item on a contract or change order if there are not yet any invoices against the line item. Otherwise, you can only edit the value of the line item as allowed by your contract's billing rules. Also, you cannot make the value of the line item negative if it is currently positive, or positive if it is currently negative.

If you edit the Scheduled Amt of a Schedule of Value line item that was created as a result of a handoff, the changes will not be reflected in the related cost event line item.  

Editing other line item information

You can edit the description and classification of a line item even if the document has already been approved. When you update a line item's description, Proliance automatically updates the description on related documents. For example, if you edit a line item's description on a pre-commit contract, Proliance updates the description on any invoices that were created from contract.

To edit a line item

1. Open the document that contains the line item you wish to edit.
2. Click Edit.
3. Click either the Schedule of Values or Line Items page.
4. Select the line item, and then click the box containing the value to change.

The appearance of the box changes, indicating that it is editable.

5. Edit the line item and then click Save.

Proliance saves your changes and prompts you to update any related documents.