Linking similar requests to a major request
Procedure
1. Go to Orders.
2. Select the request(s) that you want to link to the major request.
3. On the action panel, click Link to major request.
 | The action Link to major request is only available for non major requests and the action Unlink from major request is only available for linked/related requests. |
A warning is displayed.
4. Click Continue on the warning.
The Link to major request pop-up opens. The pop-up only displays requests of the same user-type in the selection.
5. Select a major request from the list.
| | There is an option Show completed request to display completed requests in the list. Canceled major requests are not displayed. |
6. Click OK.
After linking, the major request is automatically displayed in the Major request field of all linked requests.
| | Once a request is linked to major request, any fields other than Requestor and External requestor can no longer be changed, as they are taken over from the major request. The Standard order field is not taken over from the major request and is not kept in sync. |
| | You can still add suborders, communication logs and any other order details independently, for both major and related requests. They will not be taken over from the major request. |
To unlink a request from a major request, click Unlink from major request on the action panel.
| | You can link or unlink multiple requests using the Action on selection option. |