Transferring Customer Products
You can track customer products sold by distributors to end users or a transfer of ownership between customers. Multiple customer products can be transferred at a time. All support services associated with a customer product being transferred will continue to be associated with the same customer product.
Note that you must first define the new customer in the customer master before transferring a customer product.
To transfer customer products:
2. Enter or choose information from one of the available fields to find the record to view or modify. You can narrow your search by entering data pertinent to your customer. For example, choose an Order Number, a Product, then choose a Status. A selection of this nature reduces the number of records that are displayed. Choose Find.
3. Choose a customer product to transfer.
4. Choose a New Customer name to transfer the customer product to.
5. Optionally choose a System to transfer.
6. Choose Open to fill in the new customer information, if necessary.
7. As you finish entering your data, you are moved from the Contacts region to the following regions to complete the required data.
Note: Choosing Transfer in the last region saves your work. Choosing Action Save from the menu will also save your work and effect the transfer.
Define the required new customer contacts information when a customer product is transferred.
1. Choose a Technical Name.
2. Choose an Administration Name.
3. Choose the Bill To Name.
4. Choose the Ship To Name.
Define the required new customer agreement information when a customer product is transferred.
1. Choose a product from the Product Name field.
2. Choose a service from the Service Name field.
Define the new customer install information when a customer product is transferred.
1. Choose an Install Location, Customer, and Address.
Define the new customer Bill To information for the transferred customer product.
1. Choose a Bill to Location, Customer, and Address.
Define the new customer Ship To information when a customer product is transferred.
1. Choose a Ship to Location, Customer, and Address.
2. Choose Transfer to complete the transaction and save your work.
Note: You are warned if all the required information is not complete.
You can view historical transfer transactions against a customer product to follow the changes in ownership. You can view Update dates, Updated By, Customer Name, and Customer Number.
2. Enter or choose information from one of the available fields to find the record to view from the Find Customer Products window. You can narrow your search by entering data pertinent to your customer. For example, choose an Order Number, a Product, then choose a Status. A selection of this nature reduces the number of records that are displayed. Choose Find.
3. Choose a record to view, then choose Audit.
