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The Linked Transactions side-panel allows you to view all Transactions linked to a specific Transaction.
Navigation
Navigation
Main Menu > Reports > Linked Transactions
The Linked Transactions side panel allows you to view Transactions linked to the selected Transaction. Use the following fields to Filter the records you wish to view.
- Module - Select the desired Module here. You can select Sales Order, Work Order, Purchase Order and Customer Invoice.
- Transaction Number - Enter the desired Transaction Number you wish to view here.
- Stock - This will filter the records to only show Material Movement Transactions.
- Items - This allows you to view the records at an Items level.
- Search field - Here you can enter any description you wish to find within the selected Transaction.
Navigation
Navigation
Main Menu > Reports > Linked Transactions > Select Transaction Type > Enter Transaction number > View
The Linked Transactions side-panel can also be accessed from the following modules:
- Quotations
- Sales Orders
- Work Orders
- Delivery Notes
- Customer Invoices
- Customer Credit Notes
- Material Movement
- Purchase Order
- Suppliers Invoice
- Suppliers Credit Note
- Custom Reports
Right-click on a Transaction and select View Linked Transactions to open the Linked Transactions side-panel. See image below:
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