In this article

SBS ARCB End User Transfer Utility

Important: Utilities should be run by an administrator for exception reasons only. For more information about this utility, contact your administrator.

Use this page to transfer the End user from current customer to a new customer.

Transfer End User to a different Customer

This utility has the following applications:-

  • User will be able to select the end user and new customer no.

  • On processing this utility the end user will be transferred to new customer assigned.

  • The old ARCB schedule details will be transferred to the new customer i.e a new ARCB billing schedule will be created.

  • Only active schedules with active schedule lines will be impacted.

  • Price Adjustment history is also transferred from old billing schedule to the new billing schedule.

  • Serial No. details of the item attached to the lines will also be transferred.

User has to select the Old Customer No. to which that end user is assigned. This field is not mandatory but if user selects then the value should be correct otherwise it will throw an error message.

The user can leave the Old Customer No. field empty, as there can be single end user assigned to multiple customer which is allowed from ARCB setup page. Thus, there is choice to user either to select any particular old customer No. or leave this field blank , if the field is blank then the utility will transfer all the Billing schedules with all the old customers to new customer selected.

The fields End user, New Customer No. and Billing Schedule Group are mandatory fields else you won’t see any results after clicking the process button.

This utility will create new ARCB Schedules with New Customer No. assigned by user and mark the old Schedules and lines as terminated. Except terminated lines, details of the active or OnHold lines will be transferred to the new billing schedule.

Fields

This page contains the following fields: 

Field Description
End User Specify the end user you want to transfer to new customer.
Old Customer No. Specify the Old Customer No. or leave this field empty to run utility if single end user is assigned to multiple customers.
New Customer No. Specify the New Customer No.
Billing Schedule Group Specify a Billing Schedule Group. The new ARCB billing schedule created will follow the number series of this Billing Schedule Group.

Actions

This page contains the following actions: 

Action Description
Process Click on Action > Process to run the utility.