Embed Size (px)
Citation preview
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 1/18
System Process DocumentInquiring on Parent-Child Collection Plans
Department
Responsibility/Role
File Name 27814346.docRevision
Document Generation Date 19/01/2010 12:21:00
Date Modified 1/19/2010 12:21:00 PM
Last Changed by
Status
Inquiring on Parent-Child Collection Plans
Trigger:
Concept
You can inquire and view the details of the Parent-Child collections you have created. You can
choose to view the related child collection plans, element relationships, and criteria information.
In this topic, you will inquire on parent-child collection plans
Required Field(s) Comments
Output - Result(s) Comments
Additional Information
Last changed on: 1/19/2010 12:21:00 PM Page 1
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 2/18
System Process DocumentInquiring on 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.
Page 2 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 3/18
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 4/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
3. Click the vertical scrollbar.
Step Action
4. Click the Parent Child Collection Plans Inquiry link.
Page 4 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 5/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
5. Use the Update/Inquire Parent Child Collection Plan Relationship page to
select the organization and the parent collection plan you want to inquire and view.
Last changed on: 1/19/2010 12:21:00 PM Page 5
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 6/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
6. Click the Organization list.
Step Action
7. Click the M1 - Seattle Manufacturing list item.
Page 6 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 7/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
8. Click in the Parent Plan field.
Last changed on: 1/19/2010 12:21:00 PM Page 7
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 8/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
9. Enter the desired information into the Parent Plan field. Enter "IC
COLLECTION PLAN".
Step Action
10. Click the Go button.
Page 8 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 9/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
11. You can view details of the child plan and what collection elements it is composed
of.
Last changed on: 1/19/2010 12:21:00 PM Page 9
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 10/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
12. Click the IC DISPOSITION PLAN link.
Step Action
13. The complete details of the collection plan elements display.
Page 10 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 11/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
14. Click the Return to View Parent Child Plan Relationships link.
Last changed on: 1/19/2010 12:21:00 PM Page 11
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 12/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
15. Choose the Relationships icon to view relationship information for the current
Parent and Child collection plan relationship.
Step Action
16. Click the Relationships button.
Page 12 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 13/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
17. Click the Back button.
Last changed on: 1/19/2010 12:21:00 PM Page 13
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 14/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
18. Click on the child plan name to view its details.
Step Action
19. Click the IC DISPOSITION HISTORY PLAN link.
Page 14 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 15/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
20. Click the Return to View Parent Child Plan Relationships link.
Last changed on: 1/19/2010 12:21:00 PM Page 15
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 16/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
21. If a child plan of the parent plan is also associated with a child plan of its own, you
can view the details of it.
Select Yes in the More children? column to display the associated child plan.
Step Action22. Click the Yes link.
Page 16 Last changed on: 1/19/2010 12:21:00 PM
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 17/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
23. Click the Relationships button.
Last changed on: 1/19/2010 12:21:00 PM Page 17
8/14/2019 Inquiring on Parent-Child Collection Plans_SPD
http://slidepdf.com/reader/full/inquiring-on-parent-child-collection-plansspd 18/18
System Process DocumentInquiring on Parent-Child Collection Plans
Step Action
24. Click the Back button.
Step Action
25. You have completed the Inquiring on Parent-Child Collection Plans procedure.
End of Procedure.
Page 18 Last changed on: 1/19/2010 12:21:00 PM
