Install Base Change Owner

I. Complete these steps to Transfer a Customer Product

Prerequisites:

1. Navigate to Profile > System using the System Administrator responsibility.
2. Query the profile 'OKS: Raise Credit Memo for IB Instance Termination'.
3. Set the value to 'Yes' at the Site level.

Note: Credit memos will not be generated if this profile is set to 'No'.

4. Query the profile 'CSI: Contracts Enabled'.
5. Set the value to 'Yes' at the Site level.

Integration between Install Base and Service Contracts will function only this profile is set to 'Yes'.


Using the Installed Base HTML Service User responsibility:

1. Navigate to View Customer Products.
2. Query the customer product you wish to Transfer.
3. Select the Party Relationships (Owner) tab.
4. Select the new Party, Ship To and Bill To addresses.
5. Press the Update button.

II. The following actions occur when a product is transferred from one owner to another

1. The subline(s) for the existing Warranties are terminated.

2. A new Warranty contract is created for each Warranty subline that is terminated.  Each Warranty will have a single
subline.  The status of the new Warranty Contracts is 'Active'.

Note: This action occurs only when the Transfer Allowed checkbox is enabled for the original contract.  To see this
setting, open the original contract and then open the Effectivities tab for the contract line.  Open the Edit Coverage
button.  The coverage for this contract line is displayed.

A common misconception for release 11.5.10 is that transfer is allowed if this checkbox is enabled in the Coverage
Template form.  Each contract line has a coverage definition that is based on the attributes of the Coverage Template at
the time that the contract line was created.

Note: In R12, the coverage template functionality changed.  A standard coverage can be defined that applies to all
service lines that reference that template.  This allows users to change the Standard Coverage and have that change
reflected in all existing Service Agreements that use that Standard Coverage.

In release 11.5.10, the Transfer Allowed checkbox changed to a list of values.  The corresponding values for this release
are 'Transfer' and 'Transfer if Not Related'.

3. The subline(s) for the existing Extended Warranties are terminated.

4. A new Extended Warranty contract is created for each Extended Warranty subline that is terminated.  Each Extended
Warranty will have a single subline.  The status of the new Warranty Contracts is 'Entered'.  The new Extended
Warranties are placed in 'Entered' status because the price list, billing schedule, contract group, etc. must be entered by
the user.  Note that the status is different for Warranties than it is for Extended Warranties.

After completing the product transfer, you will observe that coverage is not provided under the new contract.  This can
be addressed by completing the steps to Approve and Sign the new contract(s).

Note: Effective with the 11.5.10 release, a contract can be transferred in another contract status.  The status will default
to the value in the profile OKS: Default Contract Status for Transfers.  If this profile value is 'Active', the contract will
remain in 'Entered' status if the contract fails QA.

An alternate method to achieve this objective is to enable entitlements for Warranty and Extended Warranty contracts
that are in Entered status.  Complete these steps to do so:

Using the Service Contracts Manager responsibility:

1. Navigate to Setup > Contract > Status & Operations.
2. Query for Status Type = Entered.
3. In the Statuses section of the form, position the cursor in the field entitled 'Entered'.
4. In the Allowed Operations by Category section of the form, enter a record with these values:

   Category = Warranty and Extended Warranty
   Operation = Eligible for Entitlement
   Enable the Allowed Checkbox