Linking a Transaction to a Support Case

You can link the following types of transactions to support cases:

• Sales orders

• Invoices

• Purchase orders

• Estimates

• Cash sale

• Opportunity

• Work order

For example, your company can create an invoice for a repair service performed for a customer and associate it with the support case that originated the service request.

To link a transaction to a support case:

1. Open a transaction record.

2. Click the Related Records subtab.

3. Click Support Cases.

4. Click New Case to create a new support case or click Attach to link an existing support case to the transaction.

Related Topics

• Creating Transactions
• Working with Addresses on Transactions
• Creating New Records as You Enter Transactions
• Editing Records as You Enter Transactions
• Defining Subsidiaries for OneWorld Transactions
• Using Transaction Links

General Notices