Manage linked records

To view a linked record

1 At the bottom of the BP form, click the Linked Records link. The Links window opens.

The Links window shows all the records and line items to which or from which the record is linked.

 

2 From the Links window, select the record to view and click Open. A read-only version of the form will open.

To remove a linked record

1 At the bottom of the BP form, click the Linked Records link. The Links window opens.
2 From the Links window, select the record link to remove and click Remove.

Note: From this window, you cannot delete a record with a From direction. To delete the record, you must open that record, click the Linked Records link and remove it from the Links window.

 

 

 

 


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