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Linking BP Records to other BP Records

To link a business process record to another business process:

1. Open an existing BP record or create a record.
2. In the right pane of the BP form, click the Linked Records tab.
3. Click Add (  ). The Add Records window will open.
4. In the Select Business Process drop-down menu, select the type of business process of the record you want to link. You can use the View drop-down menu or Find on Page options to filter the list of available records.
5. From the resulting list of BP records, select the record(s) to link to the open business process form click the single arrow pointing to the right to add it to the Selected Records area. You can click the single arrow pointing to the left to remove records from the Selected Records area, or press the double arrows in either direction to add or remove all records in the log.
6. Click Done when finished.

To link a line item to a business process record:

1. Open an existing BP record or create a record.
2. In the left pane of the BP form, click the Line Items tab.
3. Select a line item from the log to link to a BP record.
4. In the right pane of the BP form, click the Linked Records tab.
5. Click Add. The Add Records window will open.
6. In the Select Business Process drop-down menu, select the type of business process of the record you want to link.
7. From the resulting list of BP records, select the record(s) to link to the open business process form click the single arrow pointing to the right to add it to the Selected Records area. You can click the single arrow pointing to the left to remove records from the Selected Records area, or press the double arrows in either direction to add or remove all records in the log.
8. Click Done when finished.

To link a line item from a business process record to another business process record by way of consolidation, use the Actions drop-down, select Consolidate Line Items, and create a line item.

Note: The "Prevent consolidating the same line item across multiple records" option must be enabled to prevent the user from consolidating line items that have already been consolidated. If this option is enabled, the line Items cannot be edited, later. The system ensures that the line items can be consolidated only once, across all the business.

When you link a business process record, using any of the methods explained above, the Linked Records tab shows the Current View for all records and provide 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).

• Business Process
• 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, the link will be automatically removed.

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Last Published Sunday, July 20, 2025