PRINCIPAL CHANGE (WRONG PRINCIPAL USED)

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When a call has been created under an incorrect Principal code and there are transactions in the Disbursement Account (DA), the Principal code cannot be changed. The user must do the below steps (using the “P” file as an example).

  1. Create another file type such as “A”.  
  2. Copy all service items from the “P” file to the “A” file.
  3. Generate PO’s in the new File
  4. Send a message to the DA Manager asking them to transfer all invoices from the P file to the A file.
  5. If any money has been received send a message to the Cash Department requesting them to move the money to the new File Type.

Exception: If there are only Agency Fees or DBA vendors in the DA screen these can be revoked and system will then allow the principal change. This is the only exception.

NOTE: If Port user has been trained on transferring invoices then skip item 4 above and transfer all invoices.

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