Line Item Category List

Set Up Line Item Categories

1. Navigate to Maintenance > Planning Templates >  Line Item Category
2. Click Add.
   
   
3. On the Add Line Item Category page enter a code and name to identify the line item category.
4. Now, map the accounts you want included in your scenario. To do so, select the account in the Unmapped Accounts pane and click the forward arrow.
   
   
5. Continue to set up as many line item categories as needed.
6. Click Save.

Once Line Item Categories are set up, you'll perform template setup. Click here to learn more on how to set up the line item template. After setup is complete, open the template in input mode.

You will notice how the line item category accounts match the accounts loaded into the template.