Link line items to other business process records

 

Once you have entered a line item onto the grid and clicked the Save button, you can link the line item to a business process record.

To link a line item to a BP record

1 On the BP form, select the tab containing the line item you want to link to a record.
2 On the Line Item window, click the Grid button. The Grid window opens.
3 Select the line item you want to link and click the Linked Records button. 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 line item and click Attach.
6 Click Close Window to close the Links window.

 

 

 

 


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