Change Customer
Process Name :
New Change Customer
Description :
Change the customer account, contact, or both if needed for reservation.
Responsible Party :
Sales Agent
Result :
Create a change customer request to the reservation, and the next step is to send it to ERP.
Flowchart :
Process Name :
Submit To ERP
Description :
Send the change customer request to ERP, and approval from the ERP team.
Responsible Party :
Sales Agent, ERP Team
Result :
- In case ERP approves the linked account in reservation, the related contract and contract amendment will be updated.
- If it is returned with a comment, the sales agent can make changes and resubmit it to ERP.
Flowchart :
