Case Relocation

Use this routine to change the Client of the Case, when you need to transfer him/her, as well as his/her pending entries. A good example is what happens to companies acquired or being merged.

The original case is closed and related to the new case for the new client, transferring the pending entries (fixed price entries, Time Sheets and expenses) to this new case, but keeping the previous history of the original case.

You can keep the same Case number after relocation, as long as the numbering type is independent from the client ( MV_JCASO1 equal to 2) configuring parameter MV_JCASO3 AS .T. (True).

Use parameter MV_JMOTREM to configure the default reason in relocation.

To transfer only the ongoing processes, set parameter MV_JREMPRO.

Procedures

To add a Case Relocation:

See Also