Create New Relationship

Introduction

The Create New Relationship screen allows you to create and add a new relationship to the selected user.

Navigation

  • Click User Maintenance in the Corporate Administration  screen.

  • Click Relationship Maintenance in the User Maintenance List screen.

  • Click Create New in the Relationship Maintenance List screen.

  • The Create New Relationship screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Individual Details

Individual ID

Displays the unique individual id assigned by the system for this relationship.

Mode : Create New Relationship

Note:

Select option button against the option if new relationship is created by entering the details and click Continue .

User Type

Select the user type to be created for the new relationship.

Drop-down

Valid Values:

Retail

Corporate

Corporate ID

Text box

Co-mandatory

Select or type the corporate id from look up if corporate is selected in above field.

Mode : Copy From Existing Relationship

Note:

Select option button against the option if new relationship is created by copying the details from existing user. Click search after providing the required criteria.

Individual ID

Type the individual ID.

Corporate ID

Type the corporate ID.

User ID

Type the user ID.

 

Click

To

Look Up

Search for corporate IDs.

Continue

Go to the next screen.

Search

Search for details.

Back

Return to the previous screen.