The Open item link option will launch the "Open item link" form for the debtor (customer / client) account associated with the selected document, if Invoices, Credit notes or Quotes document type is selected. 

If purchase documents, (Purchases, Supplier returns or Orders document type is selected, the "Open item link" form for the creditor (supplier / vendor) account associated with the selected document will be launched.  

You may view all the transactions and process open item links for the selected account. 


To launch the Open item link for a selected document: 

1.On Action ribbon, select Documents (Documents list), select the Document type, if the correct document type is not selected.

2.Right-click on a selected document. On the context menu, select the Others → Open item link option. 

This will launch the "Open item link" form for the debtor (customer / client) account; or the creditor (supplier / vendor) account; associated with the selected document.

documents-context-menu-others-open-item

Only the unlinked (outstanding) transactions will be listed. 

You may link the transactions to the documents.