Ideal Online Documentation

14171 T/B PROCESSING
TB2-06 Change Matter

 

PURPOSE

 

The change matter program enables you to change or combine client matters with those of another client. You must run this program before the change client program to eliminate all matters in the source client you wish to change or combine. This program can also be used to delete matters. When you change or combine a matter, the original matter number is deleted and the details of the matter are transferred to the destination matter number. The original matter number may then be reassigned to a different matter in the client/matter maintenance program.

 

To delete a matter first create a new client with the client code "DELETED" and a dummy matter with the matter number "0000". See 14276 CLIENT/MATTER MAINTENANCE. To delete an existing matter simply combine the client/matter you wish to delete with the destination client set to DELETED and the destination matter set to 0000.

 

Change Matter is accessed from:

  • Time Billing Processing menu.

 

PROCEDURE

 

Select Change Matter from the Time Billing Processing menu. The following prompts display.

 

SOURCE CLIENT:

 

Enter the source client code.

 

[F4] to exit to menu.

 

[F5] to display list of clients for selection.

 

SOURCE MATTER:

 

Enter the source matter code.

 

[F3] to return to the previous field.

 

[F5] to display list of matters.

 

DESTINATION CLIENT:

 

Enter the destination client code.

 

The destination client can be the same as the source or can be a different client, but you can not create a new client here.

 

 

[F3] to return to the previous field.

 

[F5] to display list of clients for selection.


DESTINATION MATTER:

 

Enter the destination matter code.

 

If you enter a matter number that is not on file you will be prompted whether or not to change the old matter number to the new matter number.

 

 

** CLIENT/MATTER IS NOT ON FILE. CHANGE OLD TO NEW ? (YES/NO):

 

"Y""E""S" to change matter from source to destination code.

 

"N""O" to cancel and return to DESTINATION CLIENT field.

 

If you enter a matter number that currently exists in the system you will be prompted whether or not to combine the data associated with the old matter number with the data associated with the destination matter number.

 

 

** CLIENT/MATTER IS ALREADY ON FILE. DO YOU WANT TO COMBINE ? (YES/NO):

 

"Y""E""S" to combine source matter with destination matter.

 

"N""O" to cancel and return to DESTINATION CLIENT field.

 

[F3] to return to previoius field.

 

[F5] to display list of matters for selection.