How to transfer HWaaS devices to another Customer via Salesforce Partner Community

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

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

1. On the Home page, click Change Order:

2. Choose the necessary Account Name and click Next:

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:

Step 2: After the Change Order project is created, navigate to Quote to order the HWaaS devices

1. Click Create Quote on the Project page

2. In Additional Configuration field, select Additional Items:

3. Fill out Additional Items section:

4. Click Submit Proposal and sign the quotation with a customer or skip it by moving the quote to the Accepted stage in Salesforce Partner Community:

Step 3: Proceed to Order Confirmation

Navigate to the Order, click Confirm Order and go through the Order Confirmation process. On the 2nd screen, the devices section appears:

Step 4: Unselect devices

Unselect devices that should not be ordered from Wildix, but transferred to the customer. 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 (the one selected for this Change Order Project).

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:

Step 4: Proceed with Order Confirmation

After the Order is confirmed, the process is the following:

Credit note (CN) is issued for the selected devices within 5 business days. You can check the CN calculation logic in the Customer Care FAQ
The billing cycle is synced with PBX licenses (-1m/ -1y / -5y)
HWaaS subscription is kept for 6 months starting from the conversion date