For invoice records, there is an additional capability of defining two views for invoice line items. Unlike other custom views, this capability is limited to a number of system fields that will be displayed in a predetermined layout, which means that you do not have to create any XML files or define custom object views. All you can do is to select the fields for each view, specify their default values, if any, and allow their values to be copied to new line items.

Note: If your organization has a custom tool for creating additional custom fields for invoice line items, you may have additional capabilities that are out of scope of this documentation.

You can customize the appearance of the Line Items block which can be placed in any Invoice Object View's tab. Users can also customize the location of the Line Item Block inside the Invoice Object View through the end-user interface in the Invoice Object Definition View. Here, users can create a new tab for the line item block or place the line item block in the General tab.

You can customize the fields that appear in the Line Items block on the user interface. Users have the ability to set field defaults and can make the view as similar to their business practice as necessary.

The following table describes the items in the Line Items customization tab.

Customizing Invoice Line Item Views for In-Line & Bulk Adjustment

The behavior of line item views is different for the In-Line & Bulk Adjustment screen.

In the In-Line & Bulk Adjustment screen, the Date field will not honor the Line Items Customization settings and will always display.

Additionally, the Type, Category, and Timekeeper fields will display in the In-Line & Bulk Adjustment screen unless both Task Adjust and Expense Adjust are set to Hide for each respective field.

Search Views

There are two search views of the Line Items block that you can use to view line item details—All Line Items and Line Item Warnings. Users have the ability to toggle between these two views, set one as default, and can make the two views as similar or different as necessary. For more information on line item views, see the User Guide.