Link to a related form

Link to a related form

Part 1: Use a linking menu option
1. Click the Open icon.
2. Type purchase orders in the Filter field.
3. Click the Purchase Orders list item.
4. Click the OK button. The Purchase Orders (Filter in Place) form opens.
5. Click the Filter in Place icon. The form displays details of the most recent purchase order.
6. Click the Ellipsis (…).
7. Click the Lines button. The Purchase Order Lines (Linked) form opens displaying the line item 
details for the current record.
8. Click the Close (X) button on the Purchase Order Lines (Linked) form. You are returned to the 
Purchase Orders form.
Part 2: Use a right-click menu link
1. Right-click in the Vendor field on the Purchase Orders form. A list displays.
2. Click the Details list item. The Vendors form opens displaying the details for the vendor.
3. Click the Close (X) button on the Vendors form. You are returned to the Purchase Orders form.
Part 3: Use an Actions menu list
1. Click the DP00000332 line item.
2. Click the Actions drop-down arrow.
3. Scroll to the bottom of the window.
4. Click the List Receipts list item. The Purchase Order Receipts (Linked) form opens.
Note: There are 3 purchase order receipts listed with the Date Received, Qty Received, and 
costing information.
5. Click the Close (X) button on the Purchase Order Receipts (Linked) form.
6. Click the Close (X) button on the Purchase Orders form

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