BillerOrg MoveBillGroup - Revision history

Sofial: Marked this version for translation

2023-02-13T13:36:44Z

Marked this version for translation

← Older revision		Revision as of 13:36, 13 February 2023
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	== Move Objects ==		== Move Objects == <!--T:1-->

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	In the ''Move objects'' view, [[{{Link}}Object\|objects]] can be moved within the organization, which means that they either are connected to a new [[{{Link}}Person\|person]] or to a new [[{{Link}}Organisation Group\|organization group]].		In the ''Move objects'' view, [[{{Link}}Object\|objects]] can be moved within the organization, which means that they either are connected to a new [[{{Link}}Person\|person]] or to a new [[{{Link}}Organisation Group\|organization group]].

			<!--T:3-->
	For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.		For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.

	=== How to - Show the Move Object View ===		=== How to - Show the Move Object View === <!--T:4-->

			<!--T:5-->
	# Click on '''search''' [[Image:Icon Main Search.png]]		# Click on '''search''' [[Image:Icon Main Search.png]]
	# Search for the object to move, or a person or organization group for which you want to move connected objects		# Search for the object to move, or a person or organization group for which you want to move connected objects
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	#:* The ''edit object'' view is displayed		#:* The ''edit object'' view is displayed

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	=== How to - Move Objects ===		=== How to - Move Objects ===

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	# Select the '''main group''' that the new organization group belongs to ''(optional)''		# Select the '''main group''' that the new organization group belongs to ''(optional)''
	# In the '''billing groups on level one''' menu, select the organization group that the new organization group belongs to ''(optional)''		# In the '''billing groups on level one''' menu, select the organization group that the new organization group belongs to ''(optional)''
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	#:* The move will be completed on the set date		#:* The move will be completed on the set date

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Toptiuser at 19:06, 13 January 2023

2023-01-13T19:06:49Z

← Older revision		Revision as of 19:06, 13 January 2023
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	For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.		For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.


	=== How to - Show the Move Object View ===		=== How to - Show the Move Object View ===
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	<onlyinclude>		<onlyinclude>

	=== How to - Move Objects ===		=== How to - Move Objects ===

Toptiuser: Created page with " == Move Objects == In the ''Move objects'' view, objects can be moved within the organization, which means that they either are connected to a new person or to a new organization group. For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked. === How to - Show the Move Object View === # Click on '''search''' Ima..."

2023-01-13T17:18:47Z

Created page with "<translate> == Move Objects == In the ''Move objects'' view, [[{{Link}}Object|objects]] can be moved within the organization, which means that they either are connected to a new [[{{Link}}Person|person]] or to a new [[{{Link}}Organisation Group|organization group]]. For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked. === How to - Show the Move Object View === # Click on '''search''' Ima..."

New page

<translate>
== Move Objects ==

In the ''Move objects'' view, [[{{Link}}Object|objects]] can be moved within the organization, which means that they either are connected to a new [[{{Link}}Person|person]] or to a new [[{{Link}}Organisation Group|organization group]].

For the object to be moved, you define for each service if it should be moved along with the object or if it should be unbooked.

=== How to - Show the Move Object View ===

# Click on '''search''' [[Image:Icon Main Search.png]]
# Search for the object to move, or a person or organization group for which you want to move connected objects
# Check the box for the items you want to move
# Select '''move''' in the menu above the table [[Image:Icon Links.png]]
#:* The ''edit object'' view is displayed

<onlyinclude>

=== How to - Move Objects ===

# Select the '''main group''' that the new organization group belongs to ''(optional)''
# In the '''billing groups on level one''' menu, select the organization group that the new organization group belongs to ''(optional)''
# If the object should continue to be associated with the same organization group (i.e. only be moved to another person or only to change start date), check the '''keep current organization group''' box to the right of the cost center list box
# Otherwise, select a new [[{{Link}}Organisation Group|organization group]] to associate the object with:
## Uncheck the '''keep current organization group''' box
## Enter all or part of the group name in the box
##:* The menu will automatically update based on your search
## Select an organization group in the list box
# If you have selected a specific object to move (not selected objects on person or organization group) you also have the possibility to connect the object to another person:
## Should the object continue to be associated with the same person, ensure the '''keep current person''' box to the right of the '''person''' list box is checked
## If the object is to be associated with a new person:
### Uncheck the '''keep current person''' box
### Enter all or part of the name in the box
###:* The menu will automatically update based on your search
### Select a person in the list box
# Enter the '''date''' when the move should occur
#:* The earliest possible date is displayed to the right
# The objects are displayed in the table, with checked items regarding the move:
#:* All objects not checked will not be affected (neither will their booked services)
#:* All checked objects will be moved to the selected organization group
#:* All the checked services will be unbooked from the previous organization group and booked on the new
#:* Make sure only the services you really want to move along with the object, are checked in the table
#:* All services that are not checked (and belong to an object that is moved) will be unbooked
# Click '''move''' to actuate the move
#:* The move will be completed on the set date

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[[Category:F01{{Langcat|BillerOrg MoveBillGroup}}]]