SOP Ownership Change

*MUST have purchase date

*MUST have existing account number that was sold (sometimes they provide, or you might
have to look it up.
*Search to see if new owner has any other accounts
IF new owner has existing account, verify if new account will be only a Ship To Acct
or if you have to set up a Bill To as well.
IF new owner has multiple accounts and there is already a YF Partner you will need
to add that number to your new account.

Existing account that was sold will need to be inactivated.

 Blocked
 Flagged for deletion
 AHN numbers removed
 Note put on account that the account has been INA due to ownership change, the
date of change, and reference new number once it has been created.

(Once you have finished with the existing account, follow SOP for Creating new account)

XD02 - Change Customer

Customer = (existing customer number)

February 15, 2021 Page 1

Click on Extras
Select Blocking Data

February 15, 2021 Page 2

Selected Sales Area = 04
Green arrow back

Click on Extras
Select Deletion Flags

Selected Sales area = (click in box for checkmark)

Green arrow back

February 15, 2021 Page 3

Click on Extras
Select Classifications

Class Type = YCU

Assignments
Class = YCU_AH (highlight this line)
Click on trash can to delete

Green arrow back

February 15, 2021 Page 4

Go to Sales Area Data
Extras > Texts
Internal Notes = Type: Date, your initials, NAR recd., effective date of ownership
change.

February 15, 2021 Page 5

Once your new account number has been created, you will need to go back into the old account and
enter Successor on the account.

Successor = New account number (New ownership)

Successor type = E
Click Save

You will also need to make sure that you add the Predecessor on the new account.

Predecess = Old account number

February 15, 2021 Page 6

 Date Reason for revision Initials

February 15, 2021 Page 7