1. Support Management
  2. Working With Cases
  3. Create Cases
  4. Linking a Support Case to a Transaction

Linking a Support Case to a Transaction

You can link support cases to seven transaction types including sales orders, invoices, and purchase orders. For example, your company can create an invoice for a repair service performed for a customer. Then, associate it with the support case that initiated the service request.

To link a support case to a transaction:

  1. Open the support case record.

  2. Click the Related Records subtab.

    Screenshot of a portion of the Related Records subtab on a case record where the user is linking a case to a transaction.

  3. Click New on the Transactions subtab to create a new linked transaction. You can also click Attach to link an existing transaction to the support case.

Related Topics

Entering a Case
Editing a Case
Create Cases

General Notices