Linking other transaction to Sales Order
The Other Fields feature enables users to reference transactions that are not directly linked with a sales order. For example, when stock is unavailable, a purchase order is created. Since it is not possible to generate a purchase order directly from a sales order, users can provide a hyperlink using the Other Fields tab.
Linking other transactions is only possible in read mode.
To link other transactions, go to Other Fields tab.
User can use magnifying glass to search for the transaction type he wishes to link. If the user already knows the transaction type, he can simply input it in the field and press “Enter” key.
If a blue hyperlink appears next to the magnifying glass icon, it indicates that the entered transaction type is valid.
Once the field name has been filled in, the user can use the magnifying glass icon to search for the transaction ID they want to link. If the user already knows the ID, they can input it in the field and press the "Enter" key.
If a blue hyperlink appears next to the magnifying glass icon, it indicates that the entered transaction ID, such as a Purchase Order ID, is valid.
The blue hyperlink next to the magnifying glass represents the transaction ID and its status, allowing users to easily navigate to the Transaction Page (Purchase Order) if they have access to view the information of the transaction.