Siebel Order Management Guide Addendum for Industry Applications > Employee Asset-Based Ordering for Industry Applications >

Transferring Service to Another Location

With asset-based ordering, employee end users can use the following procedure to disconnect services at one address (move-out address) and install the same services at another address (move-in address).

If the correct service points exist at the new address for the transferred services, the services are automatically assigned to these service points.

This procedure creates a quote that shows the service being deleted for one address and added for another address. The items displayed in the quote reflect the current configuration of the service adjusted for changes contained in open orders.

NOTE:  A service can only be transferred if it is provisioned at a service point. The Workflow will not recognize services that are not tied to a service point.

To transfer a service to another location

1. Navigate to the Accounts screen, then the Accounts List view.
2. Click the name of the desired account.
3. In the Account form, in the Address field, click the select button.

   The Account Addresses dialog box appears.

4. In the Account Addresses dialog box:
   1. If necessary, click New and add the move-in address to the Available list.
   2. If necessary, move the move-in address from the Available list to the Selected list.
   3. In the Selected list, in the record for the move-in address, in the Start Date field, enter the date on which you want the new address to become active for billing purposes.
   4. In the Selected list, in the record for the move-out address, in the End Date field, enter the date on which you want the old address to become inactive for billing purposes.
   5. In the Selected list, highlight the record for the move-in address, and click Transfer Service.

      The Line Items view appears listing two copies of the service. The line items in one copy have an action code of Delete and are associated with the move-out address. The line items in the other copy have an action code of Add and are associated with the move-in address.

5. For each service item, verify that there is a service point in the Service Point field.

   NOTE:  This indicates that there is a service point available at the move-in address.

6. If a service item does not display a service point, delete the item from the quote.
7. Convert the quote to an order and submit it. For more information, see Siebel Order Management Guide.