Transfer Services
- Isabel Navarro
- Aliena Somers
Pathway: Accounts > (search Account) > Transfer Services
The Transfer Services tool is located in the account menu and is used to transfer the services to from one site to another. Because transferring services may require the removal and delivery of equipment, this tool includes the option to create a work order and assign the removal/delivery service to a route. After services have been transferred, they will display under Active Services for the new site.
Fields | Descriptions |
|---|---|
From | Displays details of the site services are being transferred from. |
Qty | Indicates the quantity for the service code. |
Service Code | Indicates the type of service available for transfer to another site. |
Frequency | Indicates the frequency the current site is serviced. |
Schedule | Displays the days current site is serviced. |
Rate | The current rate for the service. |
Billed Thru | If the service has already been billed on an invoice, the date the service is billed through displays. |
New Rate | Displays the new rate for a service if the rate was adjusted. |
Start Date | The date services will start at the new site. |
End Date | The date services will end at the current site. |
Route | The route the equipment removal or delivery will be placed on. |
Date | The date the equipment is scheduled to be removed or delivered. |
Work Order Notes | Add notes to the Work Order for details on pick up and drop off information. |
How to Transfer Services
Open the Account services will be transferred from.
Click the + icon from the top left corner of the screen and select Transfer Services from the list.
Expand each service to view additional details and to update the rate (optional).
Select the Search icon to search for the account services will be transferred to.
Enter an End Date for when services at the existing site will end and review the following fields:
Check the Create Work Order check box if a work order is needed for equipment removal.
Route - Select a route from the list of options for the equipment removal to be added to.
Date - Enter the date the equipment will be removed.
Work Order Notes - Add any notes the driver will need for equipment removal.
Enter a Start Date for when services at the new site will begin and review the following fields:
Check the Create Work Order check box to create a work order if equipment will be delivered.
Route - Select a route from the list of options for the equipment delivery to be added to.
Date - Enter the date for delivery.
Work Order Notes - Add any notes the driver will need when delivering the equipment.
8. Select Process Transfer.