# Cost items

## Cost items

A cost item is a name maintained for the additional-cost list in sales configuration.
Use this page when you need to review or maintain the names available in that list.

| If you need to… | Go to |
|---|---|
| Check the field and list layout | [Understand the Cost items screen](#understand-the-cost-items-screen) |
| Open the configuration page | [Find Cost items](#find-cost-items) |
| Add or maintain a name | [Add and maintain a cost item](#add-and-maintain-a-cost-item) |
| Reorder or remove a name | [Handle ordering and removal](#handle-ordering-and-removal) |
| Respond to a message | [When maintenance does not work](#when-maintenance-does-not-work) |

## Before you start

The page's list and maintenance actions depend on the configuration and access available to
your account.

**Prerequisites**

| Check | What to have in place |
|---|---|
| Subscription | The configuration feature is included so the list can load. |
| Access | The access available to your account determines whether **New**, edit, delete, import, and export actions are available. |
| Page setup | The page uses the Cost items configuration for its field and list. |
| List layout | Work from the column headings shown on your page. The page can supply its columns from your configuration. |

## Find Cost items

Cost items is the sales-configuration page where you reach the additional-cost list.

**Prerequisites**
- Have access to the configuration area.

**Steps**

1. Open the Cost items page.
2. In the configuration side menu, select **Additional Costs**.
3. Check that the page heading is Additional cost items.
4. Check that the breadcrumbs include **General settings** and **Configuration**.

![Look for the Additional cost items heading,
the breadcrumbs, the Additional Costs entry, and the Item Description column.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a6ecf1b5eff7d7456a145a29b77623cb.png)

**Result:** The Additional cost items page is open.

## Understand the Cost items screen

The Cost items screen presents the names in a grid and uses the same field when you open the
new-item form.

**Prerequisites**

- Open the Cost items page.

**Steps**

1. In the grid, read the **Item Description** column heading.
2. In the form, enter the name in the **Item Description** text box.
3. Check the required marker beside **Item Description** before submitting the form.

The page-specific field is:

| Field | Type | Required | Where it appears |
|---|---|---|---|
| **Item Description** | Text box | Yes | Grid and new/edit form |

The page does not present `DisplayOrder`, `Id`, or `CompanyID` as fields in the form. Rows can
also be reordered directly in the list.

The list currently shows **Item Description** as its column. The page also shows **New**, and
the icon-only controls titled **Refresh** and **Settings**.

![Look for the Item Description column and the
New, **Refresh**, and **Settings** controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/195b26eeb3b1e1a85b1fd73ecf510193.png)

**Result:** You can identify the list column, the form field, its required marker, and the
controls used to maintain the list.

## Add and maintain a cost item

Adding or maintaining a cost item changes the names available in the additional-cost list.

**Prerequisites**

- Open the Additional cost items page.
- Have the name you want to maintain ready.

**Steps**

1. Choose the action for the name you want to maintain:

   | If you need to… | Action |
   |---|---|
   | Add a name | Select **New** to open the new-item dialog. |
   | Change an existing name | Select the row to open the edit form. |

![Look for the new-item dialog opened from New.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/01793914506964c6e3570a59fac68dbd.png)

2. Enter the name in **Item Description**.
3. Choose how to finish:

   | If you need to… | Action |
   |---|---|
   | Submit the name | Select **OK**. |
   | Close without saving | Select **Cancel**. |

The new-item dialog is titled New Additional cost items. It contains **Item Description**
with a required marker and the **OK** control. Selecting **Cancel** closes the dialog.

![Look for the New Additional cost items
dialog, the required Item Description field, and the OK control.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/81a9b0327a4acc11e7db7574b610d899.png)

The page also supports import and export when those actions are available to your account.

**Result:** The dialog is closed after **Cancel**. After **OK**, the item is submitted for saving.

## Handle ordering and removal

Rows can be reordered, and you can remove a row when **Delete** is available.

**Prerequisites**

- Open the **Additional cost items** page.
- Have delete access when you need to remove a row.

**Steps**

1. Drag a row to its new position to reorder the list.
2. Select **Delete** to open the confirmation menu.
3. Read `Are you sure you want to delete this item?`.
4. Select **Cancel** to keep the row.
5. Select **Delete** to remove the row.

**Result:** The row remains when you select **Cancel**; selecting **Delete** submits the removal.

## When maintenance does not work

The page reports the following messages when validation or a maintenance operation stops.

| What you see | What it means | What to do |
|---|---|---|
| `Item Description is required` | The form needs a value in **Item Description**. | Enter the value in **Item Description** and select **OK** again. |
| `Just '_' '-' And '.' Characters Accepted` | The entered name contains a character the field does not accept. | Enter the corrected value in **Item Description** and select **OK** again. |
| `Must have at least one item` | The removal would leave no item. | Keep at least one item in the list. |
| `Related to Saved data, Can't be deleted` | Saved data is related to the item. | Keep the related item instead of deleting it. |
| `Failed to Delete` | The delete operation failed. | Return to the list and review the item before trying again. |
| `Forbidden characters detected. Please remove them and try again.` | The filter input contains forbidden characters. | Remove the forbidden characters and try again. |
| `Data saved Successfully` | A new item was saved. | Continue from the list. |
| `Data updated Successfully` | An existing item was updated. | Continue from the list. |
| `Data Deleted Successfully` | An item was deleted. | Continue from the list. |
| `Data Importing completed` | The import completed. | Continue from the list. |
| `Export to Excel` | The export dialog is offering the Excel option. | Select the export action available in that dialog. |

## After maintaining cost items

This page ends at configuration maintenance. It does not move a record through a sales lifecycle
stage.

**Result:** You remain in the configuration area after maintaining or cancelling a cost-item
change.