Break a Transfer Link Article no. 1920


Introduction


Use these steps to break the link between accounts when:
Note:
 A Service Now Ticket needs to be submitted if the account is already active and both work orders are completed

Resolution Steps


  1. Customer Maintenance [CM] screen of the new account

  2. Find the Cancel Pending Transfer on the bottom, right side of the screen

    • This box appears to be checked, but the background is grayed out

    • Click in the box until a black check mark appears, with a solid white background

    • Enter through until you return to the Customer Search screen [CS]

  3. The link has been broken


Article ID: 378
Created: February 20, 2024
Last Updated: February 20, 2024
Author: shekhar-retail@teamhgs.com [shekhar-retail@teamhgs.com]

Online URL: https://agentx-astound-kb-qa.hgsdigital.com/article.php?id=378