Owner Transfer Amendment via Mass Order Entry

[Daniel_L]

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?

[Daniel_L · Accepted solution]

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'.