Overview
Applications: SCRM
Focus Area: Facilities
Users identified scenarios where companies will buy businesses from other companies or sell a line of business to another company. In these situations customers needed a quick method for reflecting the change in SCRM.
The Basics
You now have the ability to move a facility to a different company. This ability is protected by a user role, [SCRM_FACILITY_RELOCATER], and the company change will be audited and displayed on the facility profile.
1. When a facility is in edit mode the “Company Name” is an active link.
Figure 1. Company Name as link
2. Upon clicking on Company Name a search page appears allowing you to find the new company that the facility will be associated to.
Figure 2. Search page
3. The selected facility now appears as the company name. The user should also enter a reason for change. This data is written to the Company History on the Audit Trail tab.
Figure 3. Reason for Change
Figure 4. Audit History
