Line Item Buttons - REQConnect - English - Foundation 22.1 - OnBase - external - OnBase/REQConnect/English/Foundation-22.1/REQConnect/Usage/The-Purchase-Requisition-Form/Requisition-Details-Tab/Line-Item-Detail-Section/Line-Item-Buttons - 2022-09-21

REQConnect

Platform
OnBase
Product
REQConnect
Release
Foundation 22.1
License

The following buttons perform actions on individual line items in the Purchase Requisition Form.

Button

Description

Crrncy Ln

Click Crrncy Ln to view the currency exchange value at the individual line level.

Add

Click Add when all information is complete for the line item entry. This action adds the values in the entry area to the line item grid at the bottom.

Modify

Use this button if you need to change information on a line item that has already be added.

  1. Highlight the row to be modified by clicking anywhere on the line item.

  2. Click Modify. The Add button changes to Update and the line item information populates the entry area for editing.

  3. Make any changes necessary.

  4. Click Update to save the corrected information and update the line item.

Copy

Use this button to copy a line item that has already been added.

  1. Highlight the row to be copied by clicking anywhere on the line item.

  2. Click Copy. The line is copied to a new line with all details editable.

  3. Edit the changes to the new line.

  4. Click Add and the line is saved.

Delete

Use this button if you need to delete a line item that has already be added.

  1. Highlight the row to be deleted by clicking anywhere on the line item.

  2. Click Delete. The label on the Add button changes to Remove.

  3. Click Remove and the line is permanently removed.

Reset

Click Reset to clear all of the line item entry fields except the Need By Date and Ship To fields, which are reset to the default values for the form.