Linking Transactions

Linking Transactions refers to the process of connecting or associating two or more transactions within a Workflow.
When transactions are copied, they are linked into a Transaction Flow on both Header and Item levels unless a new transaction flow is started (see Copy Rules).
For example, a Quotation can be copied to a Sales Order, and 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 different Quotations from which they were copied.
- The Linked Transactions list or Transaction Flow includes the Sales Order and both Quotations.
When editing a transaction, there is a Links (button) which lists all the linked transactions. Clicking any of the entries opens that transaction.
- For example, when viewing a Sales Order, there could be links to a Quotation, Work Order, and Delivery Note.
- The transaction you are viewing is also included in the list. It might be the only entry if other transactions have not yet been created.
The footer displays the code and number of the transaction that was copied to create the transaction that is open.
Service tickets are included in the links and transaction flows.