Linking Transactions

Overview#

• Transactions are created in a hierarchy which is referred to as a Transaction Flow. For example, Quotations > Sales Order > Work Order > Delivery Note > Customer Invoice.
• To prevent errors and save time, a transaction can be copied to create the next transaction in the Transaction Flow.
• When transactions are copied, they are automatically linked into a Transaction Flow on both a Header and an Item level. For example, a Quotation could be copied to a Sales Order, then an item can be added to the Sales Order from a different Quotation with the following results:
  • The Sales Order header is linked to the Quotation from which it was copied.
  • The Items are linked to their respective Quotations from which they were copied.
  • The Linked Transactions list includes the Sales Order and both Quotations.

• All the transactions in a specific chain are listed under the Links button in Edit View (the interface from which a transaction is created or edited). The list is clickable for quick navigation to one of the linked transactions.
• List Views (a list of transactions) often provide columns to include the linked transaction numbers. These columns may be hidden and can be exposed using the Field Chooser (*) in the first column. Exposing these columns can highlight information such as Customer Invoices for which the Delivery Note column is blank.
• Certain List Views also have an option to View linked Transactions.
  • This feature is accessed by right-clicking a line and selecting View linked Transactions.
  • It opens a panel on the right and provides a summary of all the linked transactions.

Linked Transactions Screen#

The Linked Transactions screen lists every transaction in a transaction's flow, across all the modules. It also opens from a custom report's drilldown (see Edit Report in Custom Reports).

1. Select the module of the transaction:
   • QT (Quotation)
   • SO (Sales Order)
   • WO (Work Order)
   • PO (Purchase Order)
   • MM (Materials Movement)
   • DN (Delivery Note)
   • CI (Customer Invoice)
   • CC (Customer Credit Note)
   • SI (Supplier Invoice)
   • SDN (Supplier Debit Note)
   • CPN (Campaign)
2. Enter the transaction number.
3. Check Items to list the linked lines instead of the transactions.
4. Click View (button).

Fields Explained#