System Process Document

Updating Parent-Child Collection Plans

Department
Responsibility/Role
File Name 27814630.doc
Revision
Document Generation Date 19/01/2010 18:21:00
Date Modified 1/19/2010 06:21:00 PM
Last Changed by
Status

Updating Parent-Child Collection Plans

Trigger:

Concept

You can update upon the definition of existing parent-child relationship collection plans. You can
also delete existing parent-child relationships and add another child plan.
 
In this topic, you will update parent child collection plans.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Updating Parent-Child Collection Plans

Procedure

Step Action
1. Begin by navigating to the Update/Inquire Parent Child Collection Plan
Relationship page.

Click the vertical scrollbar.

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Updating Parent-Child Collection Plans

Step Action
2. Click the Manufacturing and Distribution Manager link.

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Updating Parent-Child Collection Plans

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Update Parent Child Plan Relationship link.

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Updating Parent-Child Collection Plans

Step Action
5. Use the Update/Inquire Parent Child Collection Plan Relationship page to
select the organization and the collection plan you want to update.

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Updating Parent-Child Collection Plans

Step Action
6. Click the Organization list.

Step Action
7. Click the M1 - Seattle Manufacturing list item.

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Updating Parent-Child Collection Plans

Step Action
8. Click in the Parent Plan field.

Step Action

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Step Action
10. Click the Go button.

Step Action

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Updating Parent-Child Collection Plans

Step Action
12. You can use the Add another Child Plan button to associate the Parent plan
with another child plan.

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Updating Parent-Child Collection Plans

Step Action
13. You can select to change the Child Plan Layout, and the Data Entry Mode.

Step Action
14. You can delete existing parent-child relationships using the Delete icon.

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Step Action
15. You can also update, change, and add both element relationships as well as the
defined criteria of the current parent-child collection plan relationship.

Step Action
16. Click the Criteria button.

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Updating Parent-Child Collection Plans

Step Action
17. Click the Delete button.

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Step Action
18. Click the Apply button.

Step Action
19. Click the Apply button.

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Step Action
20. You can also update elements of a child plan associated with the parent plan by
querying for it in the Parent Plan field.

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Updating Parent-Child Collection Plans

Step Action
21. Click in the Parent Plan field.

Step Action
22. Enter the desired information into the Parent Plan field. Enter "IC
DISPOSITION PLAN".

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Updating Parent-Child Collection Plans

Step Action
23. Click the Go button.

Step Action

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Updating Parent-Child Collection Plans

Step Action
25. Click the Relationships button.

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Step Action
26. Click the Add 5 More Rows button.

Step Action
27. Click the Parent Element list.

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Step Action
28. Click the Item list item.

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Step Action
29. Click the Relationship Type list.

Step Action
30. Click the is copied to list item.

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Step Action
31. Click the Child Element list.

Step Action

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Step Action
33. Click the Parent Element list.

Step Action

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Step Action
35. Click the Relationship Type list.

Step Action

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Step Action
37. Click the Child Element list.

Step Action

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Step Action
39. Click the Parent Element list.

Step Action

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Step Action
41. Click the Relationship Type list.

Step Action

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Step Action
43. Click the Child Element list.

Step Action

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Step Action
45. Click the Parent Element list.

Step Action

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Step Action
47. Click the Disposition Status list item.

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Step Action
48. Point to the Relationship Type list.

Step Action
49. Click the Relationship Type list.

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Step Action
50. Click the is copied to list item.

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Step Action
51. Click the Child Element list.

Step Action
52. Click the Disposition Status list item.

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Step Action
53. Click the Parent Element list.

Step Action

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Step Action
55. Click the Relationship Type list.

Step Action

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Step Action
57. Click the Child Element list.

Step Action

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Step Action
59. Click the Apply button.

Step Action

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Step Action
61. You have completed the Updating Parent-Child  Collection Plans procedure.
End of Procedure.

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