Job Transfer Procedure
- Matthew Garrett
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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;
A new Job and File is created against the wrong Client.
The Client Number is 200000, the Job Number is 123456 and the File Number is 123456.
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
Load the client 200000 in the production module of Framework (this has the job & file that need to be transferred).
Click on Job from the Client menu on the side bar.
Update the Job Number in the Job screen to be 123456*
Enter a date into the Cancelled field on the Job screen and select a Cancellation reason.
Enter N/A in the External System Links Account Reference (this will prevent the job from Integrating)
Click OK
Click Files from the Client menu on the side bar
Click on the file and press the Edit button on the bottom right of the screen
Change the File number from the dialog to be 123456*
Click OK.
Transferring The File & Job To The Correct Client
Enter the Client and Contact Management module
Select the client 2000000
Click Files from the Client menu on the side bar
Select the job you want to transfer (123456*)
Click the Transfer button
Search for the new client (654321) in the search dialog
Select the client and click OK
Click Yes on the confirmation dialog.
Renumbering The Transferred File And Job
Enter the Production Management Module
Load the new client 654321.
Click on Job from the Client menu on the side bar
Update the Job Number in the Job screen to be 123456
Click OK
Click Files from the Client menu on the side bar
Click on the file and press the Edit button on the bottom right of the screen
Update the details
Click OK.