Mobius User Guide

Published Date: May 15, 2013
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11 Financials

Manual Repayment Liability Case

Link the Repayment to Product Delivery Case

Anchor Point: Person Home Page
  1. Select Cases Tab.
  2. Select appropriate Product Delivery Case.
  3. Select Related Cases Tab.
  4. Select New.
  5. Select the magnifying glass next to Related Case ID and enter the Case ID of the Repayment Liability Case.
  6. Select Search.
  7. Select Create Case Relationship.
  8. Select Save.
  9. User will be returned to the original PDC with a list of all related cases. The Repayment Liability case will now display.