{"id":23518,"date":"2024-06-07T11:28:27","date_gmt":"2024-06-07T09:28:27","guid":{"rendered":"https:\/\/docs.prim.io\/?page_id=23518"},"modified":"2024-06-12T13:27:31","modified_gmt":"2024-06-12T11:27:31","slug":"financial-relationship-of-order-in-sale","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/file-on-sale\/financial-relationship-of-order-in-sale\/","title":{"rendered":"Connecting the financial row in SO"},"content":{"rendered":"\n<p>Interface for financial allocation of a line in a SO. It consists of <strong>Direct link (1)<\/strong>, <strong>Indirect link (2)<\/strong>, <strong>Information (3)<\/strong> and <strong>Buttons (4)<\/strong>:  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1536\" height=\"569\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/connection.png\" alt=\"\" class=\"wp-image-21518\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/connection.png 1536w, https:\/\/docs.prim.io\/content\/uploads\/2022\/04\/connection-768x285.png 768w\" sizes=\"(max-width: 1536px) 100vw, 1536px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Direct connection (1)<\/h3>\n\n<p>The field displays the financial document pinned directly to the sale\/order line. This is, for example, the invoice you use to invoice the customer for the sale. The field shows you information about the document such as:  <\/p>\n\n<ul><li>Transaction type &#8211; Invoice\/Receipt\/Proforma<\/li><li>Financial document number<\/li><li>Date of the financial document<\/li><li>Description<\/li><li>Quantity<\/li><li>Currency<\/li><li>Value of distribution<\/li><li><a class=\"icon-info-circled\"><\/a>opening the file of the financial document<\/li><li>Button to unhitch\/hook the financial link<\/li><\/ul>\n\n<h3 class=\"wp-block-heading\">Indirect connection (2)<\/h3>\n\n<p>The field displays the financial documents attached indirectly to the line. They accumulate additional costs. The field shows you information about the document such as:<\/p>\n\n<ul id=\"block-05d5d38a-c99d-4aa7-804a-1d1d00875666\"><li>Transaction type &#8211; Invoice\/Receipt\/Proforma<\/li><li>Financial document number<\/li><li>Date of the financial document<\/li><li>Description<\/li><li>Quantity<\/li><li>Currency<\/li><li>Value of distribution<\/li><li><a class=\"icon-info-circled\"><\/a>opening the file of the financial document<\/li><li>Button to unhitch\/hook the financial link<\/li><\/ul>\n\n<h3 class=\"wp-block-heading\">Information (3)  <\/h3>\n\n<p>The field displays detailed information about the allocations to the row.  <\/p>\n\n<h3 class=\"wp-block-heading\">Buttons (4)<\/h3>\n\n<p>With the first button you can attach a financial document directly to the row.  <\/p>\n\n<p>With the second button <strong>Attach additional expense<\/strong> you can indirectly attach a financial document to the row.<\/p>\n\n<p>Click Close to exit the interface.  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Interface for financial allocation of a line in a SO. It consists of Direct link (1), Indirect link (2), Information (3) and Buttons (4): Direct connection (1) The field displays the financial document pinned directly to the sale\/order line. This is, for example, the invoice you use to invoice the customer for the sale. The [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":23881,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Connecting the financial row in SO - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/operating-activity-sales\/sales\/file-on-sale\/financial-relationship-of-order-in-sale\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Connecting the financial row in SO - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for financial allocation of a line in a SO. It consists of Direct link (1), Indirect link (2), Information (3) and Buttons (4): Direct connection (1) The field displays the financial document pinned directly to the sale\/order line. This is, for example, the invoice you use to invoice the customer for the sale. 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