Linking Documents Together
Overview
Managing and linking documents is crucial for maintaining accurate records and efficient workflows. This process ensures that all related documents are easily accessible and traceable, enhancing both accuracy and efficiency.
Why Link Documents?
Linking documents in CustomBooks™ offers several benefits:
- Improved Accuracy: Reduces the risk of errors by ensuring that all related documents are connected.
- Enhanced Efficiency: Users can quickly access related documents, reducing time spent on administrative tasks.
To tie two documents together, you need to open the Line Details on the latest document. For example, if you need to link an invoice and a sales order, then you will need to open the line details on the invoice.
Linking an Invoice to a Sales Order
1.) Open the Sales Invoice's Line Details.
***Sales Order # O51174 is fulfilled by Sales Invoice #I28107 but they are not linked together.
2.) Click the dropdown arrow on the S.O. # field → then click Show all to choose and select the SO to link. If there are multiple line items, highlight or select each line item and do the same steps.
3.) Next is to match the S.O. Line #. Click the 3 dots on the S.O. Line # field → match it on the SO Line item # then select. If there are multiple line items, highlight or select each line item and do the same steps.
4.) Once the details have been added, save the Sales Invoice. You will then see that both documents are now linked together and the Sales Order status will now show as Closed.
Linking a Bill to a Purchase Order
Linking a Bill to a Purchase order follows the same steps as linking an Invoice to a Sales order.
1.) Open the Bill's Line Details.
2.) Click the dropdown arrow on the PO # field → then click Show all to choose and select the PO to link. If there are multiple line items, highlight or select each line item and do the same steps.
3.) Next is to match the PO Line #. Click the 3 dots on the PO Line # field → match it on the PO Line item # then select. If there are multiple line items, highlight or select each line item and do the same steps.
4.) Once the details have been added, save the Bill. You will then see that both documents are now linked together and the Purchase Order status will now show as Closed.
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