Adding Links

• Click the from the screen menu.
• Click + to add a link.
• Select the type of link from the dropdown menu:
  • SGA Window: A shortcut to the selected SGA window
  • Purchase Order: A PO number to which the current entry should be associated
  • Add links to many POs: Allows the user to select multiple PO numbers at once. A link to each selected PO will be added to the entry being edited
  • Journal Entry: A Journal Entry to which the current entry should be associated
  • Add links to many Journals: Allows the user to select multiple Journal entries at once. A link to each selected JE will be added to the entry being edited
  • Invoice: A Invoice to which the current entry should be associated
  • Add links to many Invoices: Allows the user to select multiple Invoices at once. A link to each selected Invoice will be added to the entry being edited
  • AP Payment Batch: A shortcut to the selected payment batch’s Process Payment screen
  • Object: A shortcut to the selected Object’s detail screen
  • Actuals/Budget Account: A shortcut to the selected GL account’s Actuals/Budget entry screen
  • Custom URL: A shortcut to the specified web address
  • Task: A shortcut to the selected Task ID (available in future software release)
  • SGA Sales options (available in future software release)
• Name the link.
• Click “Save” to store the link.
• Click “Save” to close the Links menu and retain all changes.
• If a Link is added to a purchase order, journal entry, payment batch, or invoice the linked entry will have an inverse link created for two-way access.

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Editing Links

• Click the from the screen menu.
• Highlight the desired link.
• Click .
• Make desired changes.
• Click “Save” to store the link.
• Click “Save” to close the Links menu and retain all changes.

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Accessing Links

• Click the from the screen menu.
• Highlight the desired link.
• Click .
  • A new browser window will open displaying the linked item (purchase order detail, invoice detail, journal entry detail, payment batch payment processing screen, Object detail, Actuals/Budget entry, or Custom URL).