How to change a Unit/Site from one Unit Type to another

NOTE: Sites CANNOT be changed rfom one type to another if it has had previous bookings on it.

– If the unit/site did NOT have previous bookings on it:

  • Go to Setup > Business Setup > 7. Unit Types>Units>Features
  • Expand the Unit Setup panel
  • Expand the Unit Types tree list on the left and select the Unit to be changed
  • Under Unit Type, select the new Type.

– If the unit/site has already had a booking on it:

  • Select the unit, using the above process.
  • Instead of selecting a new Unit Type, you can adjust “Close Date” to close that unit.
  • After closing, click Add to add a new unit/site, with the same numbering/naming, to the new Unit Type.
  • You can also use the Sort button to sort that new unit/site to the same valuse of the old unit/site.

Filed under: Tech Tips

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