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
- On the BP form, select the tab containing the line item you want to link to a record.
- On the Line Item window, click the Grid button. The Grid window opens.
- Select the line item you want to link and click the Linked Records button. The Links window opens.
- 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.
- From the resulting list of BP records, select the record(s) to link to the line item and click Attach.
When you link a business process record, the Links window shows the Current View for all records and provides the following details:
- Direction
- Type
The contents of the Type column indicates whether the linked record has been associated automatically (by way of Line Item Consolidation), or manually (by way of manual linking).
- Record Number
- Record Title
- Record Location
- If the BP is a company-level BP, then the Record Location shows the Company Workspace tab name.
- If the BP is a Project-level BP, then the Record Location shows the Project name.
- If the BP is a Shell-level BP, then the Record Location shows the Shell location.
Notes:
- You cannot remove the link Type: Line Item Consolidation.
- If there are multiple line items consolidated from the same BP record, then the BP record will be seen as a linked record for that many line items.
- If the line item with the link Type: Line Item Consolidation moves to the status, "Previously consolidated lines are available when terminal status equals" in uDesigner, or is terminated, then the link will be automatically removed.
- If using a Detail form, click Linked Records, at the bottom right-hand corner of the Detail form. You do not need to save the line item in order to link a record.
6. Click Close Window to close the Links window.