Linked documents

Linked documents help determine where a price book or discount schedule is linked. The Linked Document sessions (Price Book Linked Documents or Discount Schedule Linked Documents) are used to view the documents to which a Price Book or Discount Schedule is linked.

Price books can be linked to these documents:

Default Sales Price Book (Sales Office Pricing Settings)
Default Service Price Book (Service Office Pricing Settings)
Supplier Price Book (Pricing Procurement Settings by Site)
Pricing Parameters
Price Matrix
Sales Contract Line
Sales Contract Line Price
Purchase Contract Line Price
RFQ Response

Discount schedules can be linked at the following documents:

Discount Matrix
Price Book Line
Sales Contract Line
Sales Contract Line Price
Purchase Contract Line Price
RFQ Response

When a price book or discount schedule is specified for one of these entities, a line is created with the linked document sessions. When the link to a Price Book or Discount Schedule is deleted, the linked document line is also deleted.