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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 current transaction is also included in the list. It might be the only entry if other transactions have not yet been created.
    • Cancelled transactions are also included.
  • The footer displays the code and number of the transaction that was copied to create the current transaction that is open next to the word From.
  • Service tickets are included in the links and transaction flows.
Example of Links Button

Learn More

  1. Copying Transactions (Copy Rules): Explains what copy rules are and includes tutorials that explain how to implement the rules.
  2. Followers: These tutorials explain what followers are and how to use the feature.
  3. Transaction Categories Interface and Tutorials: Explains the transaction categories’ interface and how to create categories.
  4. Transaction Type Settings: Explains all the settings that can be added to Transaction Types and how to add them.
  5. Transaction Type Statuses Interface and Tutorials: Explains the interface for transaction statuses and how to set them.
  6. Transaction Type Tutorials: These tutorials explain how to create Transaction Types.
  7. Transaction Types Edit View: Explains the interface from which Transaction Types are created.
  8. Transaction Types List View: Explains the interface that lists all the Transaction Types.
  9. Transaction Types Output Tab: Explains the Output (tab) of Transaction Types.

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