Enable Cost Items in a Business Object
This example shows how an Administrator can enable the Cost Item field within a business object, so users can access it.
| 1. | Within the Configuration console, open the business object to which you want to add the Cost Item field. For example, Service Request. |
| 2. | Create the relationship. (See Using Relationships.) From the Relationships tab, add a relationship to Frs_ITFM_Transaction (if one does not already exist). Set the parameters as shown: |
Frs_ITFM_Transaction Parameters
| 3. | Add the tab to the workspace. From the Layouts tab, select the form you want to use. For example, ServiceReqLayout.New. |
| 4. | Click formView. The Form View Editor appears. |
| 5. | Near the bottom of the page, click Add Child Panel, and add the information for Cost Item. See Using Layouts. |
Sample Cost Item Child Panel Settings
| Field | Value |
|---|---|
| Display Name | Cost Item |
| Object | Frs_ITFM_Transaction |
| Relationships | ServiceReqAssocFrs_ITFM_Transaction |
| Display | Grid |
| Grid | Frs_ITFM_Transaction.DefaultGrid |
| Forms | Frs_ITFM_Transaction.ManualEntryForm |
| Placement | Tab |
| 6. |
Click Save  from the toolbar.
|
| 7. | Define the rollup cost relationships. (See Data Rollups.) For example, click Frs_ITFM_Transaction from the list, and set the following in the FormView Child Panel Relationship Editor. See Tracking Cost Relationships in a Service Request below. |
| Display Name | Rollup Chain |
|---|---|
| Task Cost Item | ServiceReq -> Task -> Frs_ITFM_Transaction |
| Parameter Cost Item | ServiceReq -> ServiceReqParam -> Frs_ITM_Transaction |
| Parameter Link Cost Item | ServiceReq -> ServiceReqParam -> ServiceReqParamLink -> Frs_ITFM_Transaction |
Sample FormView Child Panel Rollups
| 8. | Add the cost summary panel. Check Show Summary screen for transactions. |
| 9. | Click Edit Summary Settings to define what appears in the panel. |
Sample Transaction Summary Settings
| 10. |
Click Save from the toolbar.
|
Tracking Cost Relationships in a Service Request
Each Service Request has a Task and a ServiceReqParam attached, each having their own Cost Items. The ServiceReqParam has attached to it ServiceReqParamLink, which has its own Cost Item. And the Service Request itself has a Cost Item. The following diagram illustrates the relationship given in the above example.
