How To Delink Accounts

How To Delink Accounts

Delinking Accounts

OPTION 1: LINK/DELETE ACCOUNTS is the option to choose to move an incorrectly assigned account from one Debtor Master File to another.

 

Example:  A Debtor Master File with several attached accounts holds the name of John Brown. After contacting Mr. Brown it is determined that one of the attached accounts is owed by his adult son, John Brown Jr. Use the Delinking Process to separate the son’s account from the father’s account.

 

A Debtor Master File for John Brown Jr. must be in existence prior to beginning the Delinking Process.

 

Important:  When delinking accounts no one else can be using the system.

 

Select OPTION 1: LINK/DELETE ACCOUNTS.

 

  TO FLAG ACCOUNTS TO BE LINKED & OLD MASTER DELETED

 

  LAST NAME           :

  FIRST NAME          :

 

  PLEASE ENTER 'MAN' TO ENTER MANUAL LINK PROGRAM

Link/Delete Utility

 

Type "MAN" at Last Name to display:

 

  LAST NAME               :

  FIRST NAME              :

Link/Delete Accounts

 

When the cursor appears to the right of the Last Name prompt, type "DELINK". You will see:

 

  ACCOUNT NUMBER          :

  CLIENT DEBTOR #    :

  LAST NAME          :

  FIRST NAME         :

Delink Inquiry

 

Enter the Last Name and First Name of the Debtor Master File that you want to move the selected account to. The screen will display:

 

ID # MASTER#     NAME                          STREET ADDRESS      CITY                PHONE

=====================================================================

1    1372             SMITH, BILL                 664 W ELBERTA           OGDEN         9117894455

2    1370             SMITH, WESSON

3    1369             SMITH, WESSON W   1234  5TH AVE.              MT.VILLE      8073945799

 

 Enter ID # or hit 'RET' to continue ?

 

Delink Screen

 

Write down the Master # that you want to link the account to and press

[ Return ]. You will see:

 

       ACCOUNT NUMBER        :

       CLIENT DEBTOR #           :

       LAST NAME                    :

       FIRST NAME                    :

 

Delink Inquiry

 

Enter the Account Number or name of the debtor currently holding the account to be moved. When the screen displays the Debtor Master File with all attached accounts, enter the ID# of the Account Master you wish to move.

 

The next prompt will be,

"DELINK SCREEN:  (D)ELINK, OR ‘RET‘ TO CONTINUE?"

 

Enter "D", Delink.

 

"MOVE THIS ACCOUNT TO WHAT MASTER #?"

Enter the Master # noted above.

 

The account has now been reassigned.

 


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