A modification has been implemented to move the "Transfer Service" option from the customer service menu's list of choices to the "Active Services" section. To initiate a transfer, right-click on the relevant service and choose 'Transfer Service' from the menu.
Additionally, the following logic has been changed:
- The Transfer Service window will only load the service that was clicked on.
- The Transfer Service window will disable the 'Create Work Order', Route, Date and Work Order Notes fields of the service being transferred if Add/End is not available for the Work Type Event Class' work flow.
- In the Transfer Service window, the top 'Create Work Order' check box has been renamed to "Create Removal WO."
- In the Transfer Service window, the bottom 'Create Work Order' check box has been renamed to "Create Delivery WO."
Pathway: Accounts > Search > Accounts