Transferring Transactions

In this procedure, you will learn how to transfer a transaction from one customer to another.

Note: This program can be used also to transfer transactions associated with a contract, contract activity, or activity group. The program allows AC/BR based transactions to be transferred to a customer that does not match the contract's customer.

Before a transaction is eligible for transfer, it must be released and have no applications or adjustments.

Note: You can transfer a transaction to a customer only once.

To transfer transactions

  1. Access Transaction Transfer (AR29.3).
  2. Inquire on the transaction you want to transfer.
  3. Assign a different customer to the transaction in the Reassign To field. If you leave the reassign date blank, it will default with the system date.
  4. To complete the transfer, click the Change action.
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