Changing a license's primary site

Note: In a CDR Billing environment, depending on the license type, changing the primary site can also trigger a change in the billing account associated with the license.

Note: See Changing an application's billing account.

Open the correct license in the InfoViewer.
Click Action and select Change Sites.
Under Primary Site, change the information as required.
Depending on how your agency processes licenses, Infor Operations and Regulations shows address, parcel, property, or asset fields. You can select a different site type from the Primary Site list.
Note: Assets can only be used as sites if the Enable Asset Sites check box is selected in License System Setup.

Any addresses, parcels, properties, or building assets that are linked to the license'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 a license, linked sites are linked to the primary site.

Note: A license'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 license'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 Operations and Regulations 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 the address is not in the list, click Add New Address to add the address to your agency's records. Infor Operations and Regulations updates the license's primary site.