Line Property
A line property says whether a line can be billed to the customer. Service screens read its Billable tick.
What it is for
Line properties are picked on service screens and expense screens. The Billable tick comes with the line property onto service lines.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Line Property | The code that identifies the line property. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | The name of the line property, shown next to the code wherever it is picked. | Required. |
| Billable | Lines with this property can be billed. | Tick for billable work. |
| Block | Stops the line property from being used. | Tick to block. A blocked record drops out of the pick lists other screens use. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
- Picked on Project Estimation, Project Quotation in Assets and projects.
- Picked on these company setup screens: Category.
- Picked on Expense Submission, Post Expense Submission in CRM and expenses.
- Picked on Shipment Order in Real estate and rental.
- Picked on Service Order, Service Quotation in Service and maintenance.
If something looks wrong
- Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.