Viewing Referencing Records
For any business process with referencing records, the system can show you a Reference Records window that displays a graph and a list of the records that the record you are viewing refers to, as well as those records that refer to the record you are viewing. (To see the records, you must have view permissions.)
For example, you might want to view all the change orders that refer to a particular purchase order. For other examples, you could view:
- All the invoices that a commit business process refers to so that you can reconcile all the invoices against the purchase order
- All the change order requests that are referred to by a specific change commit business process in order to track the progress of a construction project
- All the lease payment requests that refer to a Master Lease, in order to view and reconcile all payment records for a lease
- All the base commits that are referred to by a vendor record in order to review payment progress
- All the work order BPs refer to a Preventive Maintenance type BP in order to view all the work orders for a Preventive Maintenance Book (PM Book).
Business process records can reference other records and be referenced to using the following features:
- A BP picker on a business process record, including line items
- A BP line item picker on a business process record
- Auto-creation of a record through the workflow (S-Step)
- Auto-creation of a record through meeting specific criteria set up by your administrator
- A data picker
In This Section
View a List of Referencing Records
What you can do on the Reference Records Graphic window
Last Published Monday, August 28, 2023