Associating other applications or cases

You can associate related application records to make them easier to manage. You can associate a planning application with another planning application as either a parent or child. You can also associate planning applications with applications, cases, and licenses from other CDR modules.

To associate a parent planning application you can use either Lookup Applications or the Application InfoViewer.

• In the lookup, select the correct application, click Action, and select Associate a Parent Planning Application. Then specify the identification number of the parent application in the Parent A/P # field and click Save. You can select multiple applications in the Lookup Results grid to associate them all with the same parent.
• In the InfoViewer, select the Related Records tab and specify the parent application in the Parent Planning Applications grid.

To associate one or more child planning applications, select the Related Records tab in the InfoViewer and specify the child applications in the Child Planning Applications grid.

To associated other applications, use the Other Applications and Cases grid on the Related Records tab of the InfoViewer. Select the correct CDR module from the Product Family list, specify the application number, and click Save.