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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