Overview
Some transactions need a line to carry more meaning than just item, quantity, and price. These dialogs support that extra detail.
Where To Find It
Path: Transaction line-entry support dialogs
Use these dialogs when a line needs markup detail or extra supporting information beyond the main entry row.
How It Works
QBM opens focused popups for markup and additional line details so the user can enrich the line without crowding the main transaction screen.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Markup detail | Supports calculation or review of markup logic where the business uses it. | Use it when the line value depends on markup treatment. |
| Additional line detail | Stores supporting information that does not fit comfortably in the standard line grid. | Use it when the transaction needs richer item-level context. |
| Controlled line editing | Keeps complex line decisions deliberate rather than casual. | Use it when document quality matters. |
Recommended Workflow
- Select the line that needs extra detail.
- Open the markup or additional-detail popup.
- Enter the supporting values and confirm the line result.
- Return to the document and review the final line before saving.
Best Practice
- Use extra detail only when it adds real business value.
- Review the line result after any markup change.
- Train users on when the popup is required and when it is unnecessary.