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changes.mady.by.user Beverly Dellosa

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changes.mady.by.user Jessica Real

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A consumption site can be reassigned from one customer to another. This is catered through Reassign Site toolbar button on Consumption Sites screen.
  1. Open the Julian Calendar screen.
  2. Click the New toolbar button. This will open the Julian Recurrence screen.
  3. Enter the calendar Description.
  4. Tick the Monthly radio button.
  5. Enter the other details like the delivery frequency, Start date, and Through date.
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  6. If you want to use this same calendar in the future, select the ‘Automatically renew every year’ option.
  7. Click the OK button. The newly created calendar will be displayed in the Existing Calendars grid on the Julian Calendar screen. Its future deliveries will be displayed in the Future Delivery Dates grid.
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  8. Close the Julian Calendar screen.
    9. Save the changes in the Consumption Sites screen.
  9. the Consumption Sites record that will be reassigned.
  10. Click the Site Action > Reassign Site toolbar button.
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    • If the site has an open Call Entry, this message will prompt. Select Yes on the confirmation message – the 'reassign site' message will then prompt.
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    • If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
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  11. Select Yes on the ‘reassign site’ confirmation message.
    • If the attached device on the site has an existing Lease, the ‘keep lease’ message will prompt. The Search Customer screen will be opened when you select either Yes or No.
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    • If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
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  12. Search for the new customer, select it, and then click the Open Selected toolbar button. This confirmation message will be displayed.
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  13. Once you are prompted to open the new site record, select Yes if you want to. However, if you want to remain in the current site record then select No button.

    The old site is deactivated after the process. Only the device level events of the old site will be copied over and displayed on the Event History tab of the new site. The Consumption Site Reassigned and Consumption Site Activated events are auto-generated for the new site.
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    While, Consumption Site Reassigned and Consumption Site Deactivated events are generated for the old site.
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Expand
title17.1
A consumption site can be reassigned from one customer to another. This is catered through Reassign Site toolbar button on Consumption Sites screen.
  1. Open the Consumption Sites record that will be reassigned.
  2. Click the Site Action > Reassign Site toolbar button.
    Image Added
    • If the site has an open Call Entry, this message will prompt. Select Yes on the confirmation message – the 'reassign site' message will then prompt.
      Image Added
    • If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
      Image Added
  3. Select Yes on the ‘reassign site’ confirmation message.
    • If the attached device on the site has an existing Lease, the ‘keep lease’ message will prompt. The Search Customer screen will be opened when you select either Yes or No.
      Image Added
    • If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
      Image Added
  4. Search for the new customer, select it, and then click the Open Selected toolbar button. This confirmation message will be displayed.
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  5. Once you are prompted to open the new site record, select Yes if you want to. However, if you want to remain in the current site record then select No button.

    The old site is deactivated after the process. Only the device level events of the old site will be copied over and displayed on the Event History tab of the new site. The Consumption Site Reassigned and Consumption Site Activated events are auto-generated for the new site.
    Image Added
    While, Consumption Site Reassigned and Consumption Site Deactivated events are generated for the old site.
    Image Added
Expand
title16.1
A consumption site can be reassigned from one customer to another. This is catered through Reassign Site toolbar button on Consumption Sites screen.
  1. Open the Consumption Sites record that will be reassigned.
  2. Click the Site Action > Reassign Site toolbar button.
    Image Added
    • If the site has an open Call Entry, this message will prompt. Select Yes on the confirmation message – the 'reassign site' message will then prompt.
      Image Added
    • If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
      Image Added
  3. Select Yes on the ‘reassign site’ confirmation message.
    • If the attached device on the site has an existing Lease, the ‘keep lease’ message will prompt. The Search Customer screen will be opened when you select either Yes or No.
      Image Added
    • If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
      Image Added
  4. Search for the new customer, select it, and then click the Open Selected toolbar button. This confirmation message will be displayed.
    Image Added
  5. Once you are prompted to open the new site record, select Yes if you want to. However, if you want to remain in the current site record then select No button.

    The old site is deactivated after the process. Only the device level events of the old site will be copied over and displayed on the Event History tab of the new site. The Consumption Site Reassigned and Consumption Site Activated events are auto-generated for the new site.
    Image Added
    While, Consumption Site Reassigned and Consumption Site Deactivated events are generated for the old site.
    Image Added
Expand
title15.4
A consumption site can be reassigned from one customer to another. This is catered through Reassign Site toolbar button on Consumption Sites screen.
  1. Open the Consumption Sites record that will be reassigned.
  2. Click the Site Action > Reassign Site toolbar button.
    Image Added
    • If the site has an open Call Entry, this message will prompt. Select Yes on the confirmation message – the 'reassign site' message will then prompt.
      Image Added
    • If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
      Image Added
  3. Select Yes on the ‘reassign site’ confirmation message.
    • If the attached device on the site has an existing Lease, the ‘keep lease’ message will prompt. The Search Customer screen will be opened when you select either Yes or No.
      Image Added
    • If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
      Image Added
  4. Search for the new customer, select it, and then click the Open Selected toolbar button. This confirmation message will be displayed.
    Image Added
  5. Once you are prompted to open the new site record, select Yes if you want to. However, if you want to remain in the current site record then select No button.

    The old site is deactivated after the process. Only the device level events of the old site will be copied over and displayed on the Event History tab of the new site. The Consumption Site Reassigned and Consumption Site Activated events are auto-generated for the new site.
    Image Added
    While, Consumption Site Reassigned and Consumption Site Deactivated events are generated for the old site.
    Image Added
Expand
title15.2
A consumption site can be reassigned from one customer to another. This is catered through Reassign Site toolbar button on Consumption Sites screen.
  1. Open the Consumption Sites record that will be reassigned.
  2. Click the Site Action > Reassign Site toolbar button.
    Image Added
    • If the site has an open Call Entry, this message will prompt. Select Yes on the confirmation message – the 'reassign site' message will then prompt.
      Image Added
    • If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
      Image Added
  3. Select Yes on the ‘reassign site’ confirmation message.
    • If the attached device on the site has an existing Lease, the ‘keep lease’ message will prompt. The Search Customer screen will be opened when you select either Yes or No.
      Image Added
    • If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
      Image Added
  4. Search for the new customer, select it, and then click the View toolbar button. This confirmation message will be displayed.
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  5. Once you are prompted to open the new site record, select Yes if you want to. However, if you want to remain in the current site record then select No button.
    The old site is deactivated after the process. Only the device level events of the old site will be copied over and displayed on the Event History tab of the new site. The Event-001 and Event-005 is auto-generated for the new site.
    Image Added
    While, Event-002 and Event-005 is generated for the old site.
    Image Added
Expand
title15.1
A consumption site can be reassigned from one customer to another. This is catered through Reassign Site toolbar button on Consumption Sites screen.
  1. Open the Consumption Sites record that will be reassigned.
  2. Click the Site Action > Reassign Site toolbar button.
    Image Added
    • If the site has an open Call Entry, this message will prompt. Select Yes on the confirmation message – the 'reassign site' message will then prompt.
      Image Added
    • If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
      Image Added
  3. Select Yes on the ‘reassign site’ confirmation message.
    • If the attached device on the site has an existing Lease, the ‘keep lease’ message will prompt. The Search Customer screen will be opened when you select either Yes or No.
      Image Added
    • If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
      Image Added
  4. Search for the new customer, select it, and then click the Open Selected toolbar button. This confirmation message will be displayed.
    Image Added
  5. Once you are prompted to open the new site record, select Yes if you want to. However, if you want to remain in the current site record then select No button.
    The old site is deactivated after the process. Only the device level events of the old site will be copied over and displayed on the Event History tab of the new site. The Event-001 and Event-005 is auto-generated for the new site.
    Image Added
    While, Event-002 and Event-005 is generated for the old site.
    Image Added