Link Line Items to other Business Process Records
After you begin the process of creating a line item, you can link the line item to a business process record in the Linked Records tab.
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.
- Select the line item you want to link and click the Linked Records tab in the right pane.
- Click Add. The Add Records window opens.
- Move records from the Available Records list to the Selected Records list with the arrows between the two lists. You can narrow your search with the options in the top toolbar.
- Click Done.
When you link a business process record, the Linked Records tab 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).
- Business Process
- Record Number
- Record Title
- Record Location
- If the BP is a company-level BP, the Record Location shows the Company Workspace tab name.
- If the BP is a Project-level BP, the Record Location shows the Project name.
- If the BP is a Shell-level BP, 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, 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.
- If using a Detail form, click Linked Records in the lower-right corner of the Detail form. You do not need to save the line item to link a record.
Last Published Wednesday, July 2, 2025