Job Transfer Procedure

This procedure outlines how to transfer a Job and File to a new or different Client.

Example Scenario

This is the example we will be using for this procedure;

1. A new Job and File is created against the wrong Client.
2. The Client Number is 200000, the Job Number is 123456 and the File Number is 123456.
3. The Job and File should be against Client 654321.

Solution

The Job and File need to be renamed, and transferred to the correct client. If this client is not already present, it must be created in the Client Module.

Renumbering and Cancelling the File & Job

1. Load the client 200000 in the production module of Framework (this has the job & file that need to be transferred).
2. Click on Job from the Client menu on the side bar.
3. Update the Job Number in the Job screen to be 123456*
4. Enter a date into the Cancelled field on the Job screen and select a Cancellation reason.
5. Enter N/A in the External System Links Account Reference (this will prevent the job from Integrating)
6. Click OK
7. Click Files from the Client menu on the side bar
8. Click on the file and press the Edit button on the bottom right of the screen
9. Change the File number from the dialog to be 123456*
10. Click OK.

Transferring The File & Job To The Correct Client

1. Enter the Client and Contact Management module
2. Select the client 2000000
3. Click Files from the Client menu on the side bar
4. Select the job you want to transfer (123456*)
5. Click the Transfer button
6. Search for the new client (654321) in the search dialog
7. Select the client and click OK
8. Click Yes on the confirmation dialog.

Renumbering The Transferred File And Job

1. Enter the Production Management Module
2. Load the new client 654321.
3. Click on Job from the Client menu on the side bar
4. Update the Job Number in the Job screen to be 123456
5. Click OK
6. Click Files from the Client menu on the side bar
7. Click on the file and press the Edit button on the bottom right of the screen
8. Update the details
9. Click OK.