In the Followup panel of each document, you will now find links between related documents.
These links include:
- A color indicator based on the status of the referenced document,
- A clickable label for quick access to the related document
- Checkboxes to indicate the presence of multiple linked documents
ioi Sales Quote
↓ Sales Order (Last) – Most recent sales order created from this quote\n ☐ Multiple Orders – If checked, multiple orders were generated from this quote
ioi Sales Order
↑ Sales Quote (First) – First quote linked from the line details\n ☐ Multiple Quotes – If checked, this order was generated from several quotes
↓ Direct Sales Invoice (Latest) – Most recent invoice created directly from this order\n ☐ Multiple Invoices – If checked, several invoices were directly generated from this order
↓ Delivery (Latest) – Most recent delivery made from this order\n ☐ Multiple Deliveries – If checked, several deliveries were made from this order
ioi Sales Deliveries
↑ Sales Order (First) – First order linked from the line details\n ☐ Multiple Orders – If checked, this delivery comes from several orders
↑ Order External Reference – External reference of the first order (Identification tab)
↓ Sales Invoice (Latest) – Most recent invoice generated from this delivery\n ☐ Multiple Invoices – If checked, several invoices were generated from this delivery
ioi Sales Invoices
↑ Delivery (First) – First delivery linked from the line details\n ☐ Multiple Deliveries – If checked, this invoice includes several deliveries
↑ Order External Reference – External reference of the first order, either through a delivery or a direct order (Identification tab)
↑ Sales Order (First) – First link found in the amount details going to an order via delivery\n ☐ Multiple Orders – If checked, this invoice comes from several orders via deliveries
↑ Direct Sales Order (First) – First link found in the amount details going to a direct order\n ☐ Multiple Orders – If checked, this invoice comes from several direct orders