Creating an Itemized List

In most instances, you create an itemized list for an entry field that is numeric and entered by the user.

If you want to create an itemized list for a calculated or carried field, the program warns you that you have to override the entry if you want to add an itemized list here.

To create an itemized list for a user-entry field:

  1. Move the cursor to the entry field in which you want the itemized list.

  2. Go to the Edit menu, or right-click and then select Add Itemized List. The program displays a blank itemized list.

The itemized list is named using the form and line number to which it belongs. If you want to change this name, see Editing an Itemized List Title.

  1. Click on the first blank line.

  2. Type the description of your first item.

  3. Press the Tab key to move to the amount column.

  4. Enter the amount for the first item.

  5. Press the Tab key again to move to the second line.

  6. Repeat steps 4 through 7 until you have entered all the items you want.

  7. Click OK to close the itemized list and carry the sum of the items you entered to the entry field.

To create an itemized list for a calculated or carried entry field:

  1. Move the cursor to the entry field in which you want the itemized list.

  2. Go to the Edit menu, or right-click and then select Add Itemized List. The program displays a blank itemized list.

The itemized list is named using the form and line number to which the list belongs. If you want to change its title, see Editing an Itemized List Title.

  1. Click on the first blank line. The program warns you that you have to override the entry.

  2. Click Yes if you want to override it and enter an itemized list, or click No if you want to keep the current entry.

  3. Type the description of the first item you want to list.

  4. Press the Tab key to move to the amount column.

  5. Enter the amount for the first item.

  6. Press the Tab key again to move to the second item.

  7. Repeat steps 5 through 7 until you have entered all the items you want on the itemized list.

  8. Click OK to close the itemized list and carry the sum of the items you entered to the entry field.

The itemized list indicator (=) and the total from the itemized list appear in the entry field after you close the list.