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English
  • Supplier 360 10.5 HotFix 2
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Searchable Lookup Fields Overview
  9. Managing Record Versions
  10. Importing Bulk Data
  11. Reviewing a Supplier
  12. Reviewing Multiple Suppliers
  13. Managing Suppliers
  14. Broker Role for Supplier 360
  15. Communicating with Suppliers
  16. Investigating Relationships
  17. Creating Supplier Profiles on the Supplier Portal

User Guide

User Guide

Back Next

Adding a Related Record

Adding a Related Record

When a record has relationships configured, you can add related records to records. Search for and open the record in the
Business Entity
 view. Search for the related record that you want to add as a related record and add the record in the
Related Records
 panel.
The
Related Records
 panel must be present in the
Business Entity
 view. To create relationships between different types of business entities, your user role must include the edit permission for both types of business entities.
  1. From the
    Search Results
     panel in the
    Search
     page, select the record to which you want to add the related records.
  2. Open the record.
    The
    Related Records
     panel displays the records that are directly related to the record you open. There might be more than one
    Related Records
     panel. For example,
    Contact
    ,
    Relationship
    .
  3. In the
    Related Records
     panel, click
    New
    .
    The
    Add a Related Record
     dialog box opens.
  4. Select the relationship type.
  5. In the
    Search
     box, type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find.
  6. Click
    Search
    .
  7. In the
    Filters
     panel, select a value for the filter criteria that you require.
  8. Click
    Apply Filter
    .
    The revised search results appear in the
    Search Results
     panel based on the filters you set.
  9. Select the record that you want to add as related record and click
    Select
    .
  10. If the relationship has additional attributes, specify the additional attributes.
  11. Click
    Apply
    .
    The record is added as related record and appear in the
    Related Records
     panel.
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