Setting Up Effective Dating for Records with One-to-Many Links

To set up effective dating for records with one-to-many links, complete the tasks in this topic. In this topic, you set up effective dating for the records in the Opportunities view of the Accounts screen as an example. The records in the Accounts screen have a one-to-many link with the records in the Opportunities view. In this example, the parent business component is Account, and the child business component is Opportunity.

To set up effective dating for records with one-to-many links, complete the following tasks:

1. Creating and Updating the Tables for One-to-Many Effective Dating Records

2. Creating and Updating the Business Components for One-to-Many Effective Dating Records

3. Configuring the Dialog Box for the Link History Button for One-to-Many Records

4. Configuring the Link History Button and Inactive Field in the User Interface for One-to-Many Records

5. Configuring the Menu Items in the User Interface for One-to-Many Records

Note: After you complete the tasks in this topic, you must implement effective dating tracking for the records. For more information, see Implementing Effective Date Tracking.

This task is a step in Process of Setting Up Effective Dating for Additional Business Components.