Scenario
Fred is an employee of ABC company and works in finance department. Fred's responsibility is to manage invoices sent to customers and checks received. Fred has created two projects; AP Invoices and AP Checks to manage invoices and checks. After a customer receives an invoice from ABC company, they process the payment and send the detail of the check to the company. However, the actual check is sent through mail and is received after few days.
Fred needs to make and entry for the details of each check received for corresponding invoices. To accomplish this, he needs to create a file relationship between the AP Invoices and AP Checks project. After creating the relationship, he can add a line item detail regarding the check from the AP Invoice project and can upload scanned image of the check later.
Identify the Projects
You need to identify the projects that will be used to create a file relationship. In the above example, AP Invoices and AP Checks projects will be used to create a file relationship.
Create File Relationship
You need to create a file relationship between the AP Invoices project and the AP Checks project. The project from which you are creating the file relationship is the source project and the project that is linked is the destination project. In a file relationship, the ability to add line item is available from the file within the source project only.
For above example, Fred needs to add detail of a check for a corresponding invoice from the AP Invoices project. Hence, AP Invoices project will be the source project and the AP Checks will be the destination project in the file relationship.
For information on creating a file relationship, see File relationships.
Open a File
To add a line item detail, you need to search for a file, and then open it in a viewer.
Add a Line Item
For information on adding a line item, see Add a line item in the Web Viewer.
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