Moved Customer into incorrect Unit (#CUSMCIU01)
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20151009 (Andy) |
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Pro, MultiUser, MultiSite, MultiView |
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7.X (and higher) |
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n/a |
Whoops - I've moved someone into the wrong Berth / Unit / Vault (or the Customer wants a different one)! How do I undo this?
If you've moved a Customer into the wrong Berth / Unit / Vault, or if the Customer requires a different Berth / Unit / Vault, please follow the steps below to undo this process.
Note: If the Customer used the Berth / Unit / Vault for more than a day, generally you would use the procedure to transfer the Customer to another Berth / Unit / Vault instead (more on transferring a Customer into a different Berth / Unit / Vault: #CUSTCOU01) - that way the charges can prorate correctly.
- Open the Agreement in question, then navigate to the tab.
- Undo or remove all charges using Modify and / or Undo Last Charges - but be sure to leave the payments alone, because these can be applied against the new charges, which we'll add in a moment.
- On the tab (more on this tab: #AGTTAB101), click + (to the top-right of the charges table) and add the correct Berth / Unit / Vault if you haven't already done so. Be sure to enter the correct move-in date. If prompted, click No to any prorate charges, as they will not apply in this instance.
- Now remove the old Berth / Unit / Vault by highlighting it and clicking x (to the top-right of the charges table). Enter a Move Out Date that is the same as the Move In date for that Berth / Unit / Vault. If you are asked if this is a real move out, click No.
- Ensure that Move In date, Regular Rent Amount, Day To Bill, and Next Bill date are correct.
- Re-bill the rent and any other applicable charges.
- Finish by checking the Berth History / Unit History / Vault History (for the moved-out Berth / Unit / Vault) to ensure it appears correct. To do this, navigate to the menu, then select / / . Locate the Berth / Unit / Vault in question and double-click them to open them. On the / / tab, remove the lines that say the Customer moved out, and back in, today. Click OK to save & close then Done to return to the main screen.
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incorrect move-in, incorrect movein, moved customer into wrong unit, wrong unit move-in, incorrect unit, whoops I made a mistake
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