Exceptions Line Linkage (Linking AP Lines)

If an AP Invoice has been entered before a line was created for it in the system, you will need to link the Invoice with the line once it has been entered.

Link Lines

Unlink Lines

Viewing Unlinked Purchase Lines

To link exception lines, access the linkage screen.  This can be done one of two ways.

1.  From the Exceptions screen, right-click on the exception line and select Linkage from the menu.

2.  From the Purchases Assistant screen, select the Purchase line and click the Linkage button at the bottom of the screen.

The Linkage screen will open. The grid on the left shows AP lines that are not linked to Work Order lines on the right.  To show all AP and Work Order lines, select the Show All Lines checkbox. Linked lines will be white and unlinked lines will be yellow.

Linking Purchase Lines

To link a yellow line, select a line on the left side to activate the green check circle and match it with a line on the right side. Once both lines have been selected, click the blue Link button in the center of the screen. The lines that were linked will turn white and disappear from the screen unless the Show All Lines checkbox is checked.

Unlinking Purchase Lines

To unlink an incorrectly linked line, select the white lines on either side of the grid and click the Unlink button.