Breadcrumbs

Link product numbers from the transaction list

A request from a counterparty carries their product number. Until that number is linked to one of your own products, the transaction has no requirements, bill of material or history to work with. You can link many transactions at once from the list, without opening each one.

Where: any transaction list under Lot Transactions or Product Transactions, Supplier or Customer. Tick the rows and click Product numbers in the toolbar that appears.

To see only the transactions that need a link, filter on status Requested and switch on Missing product link above the list.

The Product numbers dialog

One row per selected transaction: the counterparty, their product number and description on the left, your product number and description on the right, and an action column. What you can do depends on the row.

Row state

What you see

What you can do

Not linked

Empty product field with a product picker.

Pick one of your products and click Link product, or click Import to create the product from the counterparty's data. See below.

Linked

Your product number, and Change product.

Change product opens the picker again to link a different product. The undo arrow cancels without changing anything.

Locked

Disabled

Nothing: the transaction's status no longer allows a product change. Customer transactions lock once they are sent for approval; supplier transactions once they are Approved, Rejected or Withdrawn.

You want to

Do this

Link an existing product

Search for it in the product picker and click Link product.

Take over the counterparty's product as it is

Click Import. Add this new product to your product register shows the number, description, drawing number, characteristics and substances the counterparty sent; click Import to create the product with that data and link it in one go. If a product with that number already exists in your register the import is refused; link that product instead. Import is only offered on transactions the counterparty created, since on your own there is nothing to import.

Create a product of your own on the spot

In the product picker, choose Click to create a new product. Create product asks for the product number, description, weight and unit; click Create and the new product is selected, then Link product.

After linking

The pair is remembered once the transaction is approved. When a transaction is approved with a product attached on both sides, a product link between the counterparty, their product number and your product is stored. From then on, requests with the same counterparty and number get your product attached automatically when they arrive. Linking on its own does not store the pair; to set one up ahead of time, or to review and change the stored pairs, see Product Links. You can always override a single transaction with Change product.

Import the requirements only the first time a new product is requested. With Copy Customer Requirements switched on in company settings, ChainTraced does this for you on incoming customer requests; see Account setup and company settings.