Note: In a CDR Billing environment, depending on the
application type, changing the primary site can also trigger a change in the
billing account associated with the application.
Look up the application whose primary site you want to change.
Select the correct application in the lookup results grid, or open
the application in the InfoViewer.
Click
Action and select
Change Sites.
Under Primary
Site, change the site information as required.
Depending on how your agency processes applications, Infor Public Sector shows address, asset, parcel, or
property fields. You can select a different site type from the Primary Site list. Note that
assets can only be used as sites if the Enable Asset Sites check box is selected in
System Setup.
Any addresses, parcels, properties, or building
assets that are linked to the application's primary site are displayed under
Linked
Sites. (Buildings are the only assets that are displayed as
linked sites.) Unlike associated sites, which are linked directly to an
application, linked sites are linked to the primary site.
Note: An
application's linked sites only include sites that are associated with the
primary site at the time that the primary site is specified. To maintain
historical accuracy, any later changes are not reflected in the linked
sites. For example, suppose the primary site is an address that has one
linked parcel. If you later remove the link between the address and the
parcel in the Address InfoViewer, the application's linked sites will still
include the parcel.
Click
Save.
If you entered a new address as the primary site or entered an
existing address incorrectly, Infor Public Sector lists
all addresses currently on record that are a possible match for the information
you entered. If the address is displayed in the list, select it. If you do not
see the address, click Add New
Address to add the address to your agency's records.