Related Records and Document History
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Related Records and Document History
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Review related records from the document details page to track status, review the workflow history, or access related documents.
Related Records
When Related Records are available for a document, they are accessible by clicking on the Related Records button in the top right hand corner of the document details page.
- Show Related Records.
- Access any Related Record from the list by clicking on it.
Note
in this example, the list of Related Records shows the purchase orders created from a request.
Related records for each document type
All Related Documents are displayed for the document types listed below to users with the proper permissions relevant to each document type.
| Document | Related Records |
|---|---|
| Request | All Purchase Orders generated by the Request All Invoices generated against the related POs All Credit Memos generated against the related POs/Invoices All ASNs generated against the related POs All Receipts generated against the related POs Related RFQ Related Quote |
| Purchase Order | Related Request All Invoices generated against the Purchase Order All Credit Memos generated against the Purchase Order All ASNs generated against the Purchase Order All Receipts generated against the Purchase Order Related RFQ Related Quote |
| Invoice Invoice Reconciliation | Related PO Related Request All Invoices generated against the related Purchase Order All Credit Memos generated against the related Purchase Order All ASNs generated against the related Purchase Order All Receipts generated against the related Purchase Order Related RFQ Related Quote |
Credit Memo | Related PO Related Request All Invoices generated against the related PO All Credit Memos generated against the related PO All ASNs generated against the related PO All Receipts generated against the related PO Related RFQ Related Quote |
| ASN | Related PO Related Request All Invoices generated against the related Purchase Order All Credit Memos generated against the related Purchase Order All Receipts generated against the related Purchase Order Related RFQ Related Quote |
| Receipt | Related PO Related Request Related Receipts All Invoices generated against the related Purchase Order All Credit Memos generated against the related Purchase Order All ASNs generated against the related Purchase Order Related RFQ Related Quote |
Document History
You can also reference and review the full Document History from the document details page.
- The full History is shown from the initial document through the current status.
- You can view related documents from the History list.
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