- Open the Consumption Sites record that will be reassigned.
- Click the Site Action > Reassign Site toolbar button.
- 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.
- If the site has no open Call Entry, this ‘reassign site’ confirmation message will prompt.
- 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.
- 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.
- If the attached device on the site has no existing Lease, then it will open the Search Customer screen.
- 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.
- Search for the new customer, select it, and then click the Open Selected toolbar button. This confirmation message will be displayed.
- 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.
Overview
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