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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 Other documentation: Salesforce Partner Community documentation
Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQAQDvKgPermalink: |
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Introduction
Transfer HWaaS from one Customer to another
Use Case: You HWaaS transfer procedure is required if you have an existing customer Customer with HWaaS devices and want to transfer these HWaaS devices to another customerCustomer. To
How to transfer HWaaS devices
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 customerCustomer, 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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4. Click Submit Proposal and sign the quotation with a customer or Customer or skip it by moving the quote to the Accepted stage in Salesforce Partner Community:
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Unselect devices that should not be ordered from Wildix, but transferred to the customerCustomer. When you unselect devices, a table with devices appears below, where you can use the "Transfer OPEX" feature:
- To transfer existing OPEX device(s), select device(s) from the table and the system will transfer the selected devices to the current customer Customer (the one selected for this Change Order Project).
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In the example on the screenshot below, we've selected unselected WorkForce and selected 4 WorkForce devices in the table below, which will be transferred to the Customer PBX:
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