Summary
The Change Customer window is used to reassign an assessment to a new customer account. Once an assessment is reassigned, all of the history associated with that assessment will now be associated with the new customer account. This process will ensure the integrity of existing assessments during transfers of property ownership.
Step by Step
1 Open the Change Customer window (SA> Utilities> Change Customer).
2 Change the customer.
- Enter an Assessment or click the field label to select an assessment from a list.
- The Current Customer field below will populate with the customer number currently associated with the assessment. Customers are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> General tab> Customer Number filed).
- Enter a New Customer number or click the field label to select one from a list.
- Click the Save icon when complete. The assessment history has now been transferred to the new customer number.