With the Change Customer in Contract batch job you can change the customer in a service contract. If a service item, included in a service contract, is registered in other contracts owned by the customer, the program automatically changes the owner for all service item-related contracts and all contract-related service items.
To run the batch job, open the Service Contract window and then click Functions, Change Customer.
Only non-canceled contracts are considered. The status of the contract quotes is not taken into account.
Please be aware that there can be a great variety of interacted service items and contracts.
For example, service item No.8 is included in multiple contracts SC00003 and SC00015. Contract SC00015 also contains service item No.15 which is also included in the contract SC00080. In this case the customer for all three contracts and service items will be changed.
You can determine what is included in the batch job by filling in the fields on the Options tab. Fill in the fields as follows:
Contract No.: Here you can see the contract or quote number. If there are a number of contracts or quotes owned by the existing customer, click the AssistButton to see the list of related contracts or quotes.
Service Item No.: Here you can see the number of service item included in contracts or quotes owned by the existing customer. If there are a number of service items, click the AssistButton to see the list of related service items.
Existing Customer No.: Here you can see the existing customer number in the contract.
Existing Ship-to Code: Here you can see the existing ship-to code in the contract.
New Customer No.: Enter the number of the new customer that you want to include in the batch job. To see the existing customer numbers, click the AssistButton that appears to the right.
New Ship-to Code: Here you can enter the new ship-to code that you want to include in the batch job. To see the existing ship-to codes, click the AssistButton that appears to the right.
Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.