You are here: Primavera Unifier User Mode > Business Processes > Completing the Forms > Link a business process record

Link a business process record

To link a business process record to another business process

1 At the bottom of the BP form, click the Linked Records link. The Links window opens.
2 Do one of the following:
• If you are linking to a record from the same business process log, click the Attach button.
• If you want to link to a record from another business process log, click the arrow next to the Attach button, and then choose the log where that business process record resides.
3 From the resulting list of BP records, select the record(s) to link to the open business process form and click Attach.
4 Click Close Window to close the Links window.

To link a line item to a business process record

1 Open the business process that contains the line item you want to link.
2 Open the line item.
3 At the bottom of the line item detail form, click the Linked Records link. The Links window opens.
4 Do one of the following:
• If you are linking to a record from the same business process log, click the Attach button.
• If you want to link to a record from another business process log, click the arrow next to the Attach button, and then choose the log where that business process record resides.
5 From the resulting list of BP records, select the record(s) to link to the open business process form and click Attach.
6 Click Close Window to close the Links window.

 

 

 

 

Oracle Corporation

Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

Copyright Information