If work breakdown structures are enabled for this invoice organization, use this window to apply a work breakdown structure for the selected line item.

This window has the following settings.

Line Item Description

A read-only description for the selected line item. If there is no description, this is left blank.

If multiple lines are selected, the value for this field is set to Multiple Lines Selected.

Material Number

A read-only value of the Material Number for the selected line item. If there is no number specified, this is left blank.

If multiple lines are selected, the value for this field is set to Multiple Lines Selected.

There are two ways to use this window. You can select an existing work breakdown structure from your recently used work breakdown structure or from your list of favorites. Alternatively, you can manually select each segment in a work breakdown structure individually.

Use one of the groups below to select a Work Breakdown Structure Code

Select Work Breakdown Structure Code from lists

This group has the following settings:

Recent Work Breakdown Structure Codes

If applicable, select from the list of up to the ten most recently used work breakdown structure codes.

Favorite Work Breakdown Structure Codes

If applicable, select from the list of work breakdown structures that you marked as favorites.

Remove Favorite

Deletes the selected favorite work breakdown structure from your list of favorites.

This group has the following buttons.

Cancel

Cancels your selections and returns you to the list item form.

Set WBS

Assigns the manually selected work breakdown structure and displays the code segments along with their descriptions on the line item form.

Select individual Work Breakdown Structure segments

If neither the Recent Work Breakdown Structure Codes nor the Favorite Work Breakdown Structure Codes lists has a suitable work breakdown structure, you can select the work breakdown structure manually.

The list of displayed segments is configured by your Administrator, with anywhere between one and 15 segments. The content of each drop-down list includes the work breakdown structure for that segment as well as a description. Work breakdown structures are hierarchical. This means that it is necessary to select the first segment before the next segments is available. This behavior persists until all segments are selected.

This group has the following buttons:

Save as favorite

When selected, the manual work breakdown structure is added to the Favorite Work Breakdown Structure Codes for future invoices. (Default: Cleared)

Set WBS

Assigns the manually selected work breakdown structure and displays the code segments along with their descriptions on the line item form.

Cancel

Cancels your selections and returns you to the list item form.