Primary Owner Corrections - No Document

Navigate: Closed Records > Corrections > Primary Owner - No Document

Description

The Primary Owner Corrections - No Document task enables you to correct the primary owner whenever the owner is incorrectly selected during a change of ownership (transfer) or during any workflow where ownership can change. Use this task when you do not have an official document. If you do have an official document, use the Primary Owner Corrections task instead.

The primary owner is the owner name that will be displayed when only one name can be shown due to space restrictions on forms, reports, or screen layouts.  The term primary owner in Aumentum has no legal implication.

Steps

  1. On the Select Revenue Objects screen, enter the revenue object PIN or AIN and click Search.

  2. On the Records Search for Revenue Object screen, enter your search criteria and click Search.

  3. On the Records Search Results for Revenue Object screen, select the checkbox for one or more items in the Search Results panel and click Return.
  4. On the Select Revenue Objects screen, click Next.

  5. On the Correct Primary Owner - No Document screen, enter or select the effective date.

  6. Select the revenue object that should be primary.

  7. Click Save in the Command Item bar.

    • If you made no changes, a message displays and says that no changes were made.

    • If you try to pick two primary owners, you cannot save.

    • Click List to return to the Select Revenue Objects screen.

    • Click Cancel to return to the Correct Primary Owner - No Document screen.

    • Click Close to end the task.

    NOTE: If you are integrated with CAMA, open ProVal Plus and update the Transfer History. See help in ProVal Plus if you need more information. Type Update Transfer History in the index or search to find the topic.