Associating another application or case with a use application

Associating the current application with another application or case indicates a relationship between records, such as an elevator that required a building permit for its initial installation, but that requires a use permit to manage periodic inspections and maintenance. If you're associating another use application that is required for the current application, you may want to associate it as a parent or child application instead.

  1. Load the application you want in the Application InfoViewer.
    You load an application either by locating it using Application Information or by clicking its A/P # link on any form that shows the link.
  2. On the Related Records tab, under Other Applications and Cases, click Add above the grid.
  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.