Purchase and Sales Chain, link between Documents in the headers

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