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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