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.
Which processes' 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.