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Owner Transfer Amendment via Mass Order Entry

Daniel_L
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Owner Transfer Amendment via Mass Order Entry

1. Is it possible to perform an Owner Transfer Amendment via Mass Order Entry?

 

2. What field should I place the new account number in?



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Daniel_L
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Re: Owner Transfer Amendment via Mass Order Entry

1. Yes, you will need to set the 'Order Type' to 'OwnerTransfer'. It requires a valid account number for the new owner's account. Note that there is no space in 'OwnerTransfer'. Please see the following Knowledge Center article for details; Create Amendments through Mass Order Entry

 

2. The new account number should be placed in 'Destination Account Number' and/or 'Destination Invoice Account Number'.



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Daniel_L
Support SME

Re: Owner Transfer Amendment via Mass Order Entry

1. Yes, you will need to set the 'Order Type' to 'OwnerTransfer'. It requires a valid account number for the new owner's account. Note that there is no space in 'OwnerTransfer'. Please see the following Knowledge Center article for details; Create Amendments through Mass Order Entry

 

2. The new account number should be placed in 'Destination Account Number' and/or 'Destination Invoice Account Number'.



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Help others find answers faster by accepting my post as a solution √

View solution in original post