Break a Transfer Link Article no. 1920
Introduction
Use these steps to
break the link between accounts when:
- An account was inadvertently linked as a transfer
- While processing a Transfer of Service and one of the messages below is received:
- Account has already been transferred; proceed to steps below
- Customer has a pending service change; proceed to steps below
- Transfer link for a pending Telephone or Calling Card Transfer cannot be broken; cancel install work order and reconnect former
Note: A
Service Now Ticket needs to be submitted if the account is
already active and both work orders are completed
Resolution Steps
- Customer Maintenance [CM] screen of the new account
- 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]
- 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