Overview
The Sales Contract Device Transfer module is used to easily and efficiently transfer Covered Device/s from one Sales Contract to another Sales Contract. Unlike the transfer functionality within the Sales Contract Device Deal Management (which restricts the transfer to only occur between Sales Contract associated with the same Customer), the transfers within this module can occur between different Customers.
The module supports quick and efficient transfer of Covered Device/s between Sales Contracts via filters that will control which Covered Device/s are displayed in the results and then process the transfer in one process.
Application
Used to process transfers of Covered Device/s from one Sales Contract to another Sales Contract regardless of the Customer association.
IMPORTANT Using this module, the Sales Contract of an active Contract Covered Serialized Device can be transferred to a new Sales Contract if one of the below conditions is satisfied:
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The Customer of the new Sales Contract and the original Sales Contract are the same.
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The new Sales Contract's Customer is one of the valid related Customers of the original Sales Contract's Customer. In that relationship, the new Customer should be the 'Secondary Customer,' and the original Customer should be the 'Primary Customer'.
Prerequisites
Creation of a Sales Contract with associated Covered Devices.
Navigation
Sales Contract Device Transfer
Processing
Apply filter criteria to display Covered Devices in the search results:
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Apply filters to determine which Covered Device/s will be displayed in the results. See the Fields section below for which fields are used in the filtering process.
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Once the filter criteria are set, click the Refresh Device Displays button. Then, based on the filter criteria, the covered device records will be displayed.
Define the Transfer parameters:
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Select the Activity Reason Code.
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Select the Transfer to Customer.
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Select the Transfer to Contract.
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Select the Transfer to Installation Address - results are filtered based on the Installation Addresses defined against the Transfer to Customer.
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Select All or select individual Covered Devices you want to process in the Transfer.
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Click on the Transfer Selected Devices to the New Customer Contract.
Fields
Division: Division is set to the Current Division set on your Mfg User and cannot be changed directly. To create/access a record in another Division or Company, use Quick Menu option to “Change Company/Division” or update the Current Div on your Mfg User record.
Customer: Use to filter Covered Device results by Customer.
Sales Contract: Use to filter Covered Device results by Sales Contract/s. Use Bulk Entry to display results to show specific Sales Contracts.
Serial Number: Use to filter Covered Device results by Serial Number/s. Use Bulk Entry to display results to show specific Serial Numbers.
Asset ID: Use to filter Covered Device results by Asset ID/s. Use Bulk Entry if wanting to display results to show specific Asset IDs.
Active Devices Only: When checked, display results will only show Active Covered Device/s.
Inactive Devices Only: When checked, display results will only show In-Active Covered Device/s.
Devices on Billing Hold Only: When checked, display results will only show Covered Device/s with a Billing Hold status.
Exclude Terminated Devices: When checked, display results will not show Terminated Covered Device/s.
Exclude Transferred Devices: When checked, display results will not show Transferred (moved to another Contract) Covered Device/s.
Activity Reason Code: Use to set the Activity being performed against the Device Management Reason field within the Contract Covered Devices – History Detail record. Reason Codes can be customized and maintained as required.
Transfer to Customer: Defines the Customer the Covered Devices will be transferred to.
Transfer to Contract: Defines the Contract that the Covered Device/s will be reassigned to. Only shows active Sales Contracts associated with the Transfer to Customer.
Transfer to Installation Address: When reassigning Covered Devices to another Sales Contract, Customer Installation Addresses will be displayed allowing bulk changes of the Installation Address against the Shipped Item Warranty/Covered Device.
Activity Effective Date: Used when setting a Termination Date or a Transfer Date against the Covered Device up to 1 month before today. Defaults to today's date.
SEE ALSO
Sales Contracts Overview
Sales Contracts - System setup and related modules
Sales Contract Creation and Management
Covered Devices (Covered Serialized Devices)
Sales Contract Device Deal Management
