The branch responsibility change in a process has been made available from AMPAREX 4.5 onwards.
The branch to which a process has been originally assigned can be changed as long as the process remains open. Selected users can change the branch under the >>Additional feature >>Responsibility.
However this action is restricted to the administrator users, all other users can only see the current branch.
Currently this is the only way to prevent deliberate misuse when calculating a sales commission based on process responsibility.
When branch responsibility can be changed?
Please note that it is only allowed to change the responsibility for processes where the following criteria apply:
- The process is still open (status), this does not apply to the >>Service contract processes, their branch responsibility can be changed regardless of their status,
- The new branch must support the application type (contact lenses processes can not be assigned to an audiology branch).
Additionally, there are two settings available under >>Branch office administration >>Chain >> Process. These two settings can influence the branch responsibilty change:
- Disable the branch responsibility change after invoicing,
- The head office can change the branch responsibility despite of the above.
What will occur after the change was made?
As a result the new branch will replace the previous one and all open offers from the affected process will be transferred to the new branch, too.
There will be also be a separate log entry documented in the customer history.
Thank you.