Cancel And Transfer

In this section, describe the process when a customer needs to cancel the current unit and transfer money to one or more other units.

Go to 'Reservations,' then choose the customer's reservation, and navigate to the 'Reservation Changes' section.

 Finally, click on the 'New Reservation' button.

In the quick form, select the type as 'Change,' choose the old reservation, and select a new unit (only available units). Then, click on the 'Save and Close' button.

Click on the reservation to show details and proceed to the next step.

When navigating to the details, you can view the main information about the new unit, and on the right side, you'll find information about the old reservation. 

Now, you can click on the 'Submit To ER' button.

Now, ERP has approved, and the response indicates that it is paid, as shown.

New Cancel And Transfer

To create a cancel and transfer, navigate to 'Cancel and Transfers' and click the 'New' button.

In the 'Reservation' field, choose the old reservation and click on the 'Save' button to view the grid of cancel and transfer items.

After clicking on the 'Cancel And Transfer Items' button.

In the quick form, select a reservation that has already been approved from ERP and is under its parent (Old Reservation). Then, click on the 'Save and Close' button.

After creating, click on the 'Send To Finance' button.

After approval from finance, you can click on the 'Send To ERP' button.

After approval from ERP and setting the transfer value of the change unit, set 'Customer Review' to 'Pending.' Now, sales can print the unit change document from the 'Print' button.

After obtaining approval from the customer, change the 'Customer Review' status to 'Approved'.

After approval from the customer, change 'Customer Review' to 'Approved'.

An auto opportunity is created for this reservation. To view it, click on the reservation as below.

To view the opportunity, click on 'Related,' then choose 'Opportunities'.

Click here to view the opportunity with unit and details.

As shown, the new unit is now reserved, and you can navigate to the 'Pricing Sheet' section to continue the normal process until creating a contract and also creating a contract amendment.

Now, if you go back to the old reservation, you will find that the status has changed to 'Cancel.' 

Additionally, the unit in this reservation is blocked for repricing, and any contracts or contract amendments associated with it will also be canceled.