Associating another application or case with a planning application

Associating the current application with another application or case indicates a relationship between records. For example, you might want to associate project applications for individual segments of a large-scale development with a planning application. If you're associating another planning application with the current application, you can add it as a parent or child application instead.

  1. Load the application you want in the Application InfoViewer.
  2. On the Related Records tab, under Other Applications and Cases, enable editing in the grid and click Add.
  3. From the Family list, select the product family of the application or case you want to associate with the current application.
  4. In the Number field, specify the identification number for the associated application or case.
  5. Specify the capacity in which the two applications are related in the Capacity field.
  6. Type any information about this relationship in the Comments field.
  7. Click Save.
    Infor Public Sector links the records and adds the associated application or case to the Other Applications and Cases grid. The current application will also be displayed in the Other Applications and Cases grid in the associated record. In either of these grids, you can click the application's A/P # link to load it into its own Application InfoViewer or Case InfoViewer.