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Procedure documentationAssigning an Item to a Different Customer Locate this document in the navigation structure

 

In some cases, items managed by serial numbers are transferred to a different customer. If the original customer has a customer equipment card, you need to replace the current customer with another customer.

Procedure

If the customer equipment card has no service calls connected to it, proceed as follows:

  1. From the SAP Business One Main Menu, choose   Service   Customer Equipment Card  .

  2. Open the existing customer equipment card and change the Customer Code field.

  3. To save the changes, choose the Update button.

If the customer equipment card has service calls connected to it, proceed as follows:

  1. To close all the service calls connected to the existing customer equipment card, from the SAP Business One Main Menu, choose   Service   Service Call  .

  2. To assign the item to a different customer, from the SAP Business One Main Menu, choose   Service   Customer Equipment Card  .

  3. Open the existing customer equipment card and change the Status field to Terminated.

  4. To save your changes, choose the Update button.

  5. Using the same serial number, create a new customer equipment card for the new customer.