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This guide describes how to convert transfer HWaaS and assign CAPEX to another Customer via Salesforce Partner Community. Created: August 2024 Salesforce Partner Community documentation: https://wildix.atlassian.net/wiki/x/ahXOAQ Permalink: https://wildix.atlassian.net/wiki/x/AQDvKg |
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Transfer HWaaS from one Customer to another
Use Case: You have an existing customer with HWaaS devices and want to transfer these HWaaS devices to another customer. To perform the transfer, you need to order new HWaaS devices by creating Change Order and following the steps below:
Step 1: Create Change Order for the customer, to whom the devices should be transferred
2. Choose the necessary Account Name and click Next:
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Important: The Change Order project should be created for the Customer to whom the transfer of devices is initiated (for the Customer, who should receive the devices). |
3. A new project is automatically created, with "Change Order" added to the project title:
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