Linking transferred accounts
During the move out process for an occupancy account, if the customer is setting up a new
account with your agency, Infor Public Sector automatically links
the new account to the previous account. The new account is designated as the “transferred
to” account, and the old one is the “transferred from” account.
You can also use the Manage Account page to link and unlink accounts manually. The "transferred from" account must be one that is closed or has initiated the move out process. A customer cannot transfer to a new account until the old one is closed or closing.
To link to a "transferred from" account, click on the Maintenance tab, or in the panel on the Summary tab. The Link Transferred To Account link is also displayed if the current account is closed or closing.
After clicking either of these links, specify the correct account number and click . Infor Public Sector then links the two accounts and changes the selected link to either Unlink Transferred From Account or Unlink Transferred To Account.