RDPWin

 

Masters - Owners - Change

Click here for Master Tutorials

Click here for Owner Navigation

Condominium Owner Account Module R3 required.

Change Owner Master

Select an owner in the List and click Change in Navigation or double-click on an owner in the List.  When not viewing the List, select Change from the Owner main menu to display the Find Owner form.  Make the appropriate changes to any of the available tabs.  It is not necessary to save changes on each tab.  Click the Save button once all changes to a single owner have been made.  To abandon any changes made, click the Close button.  The system warns before closing without saving. 

Tabs available when changing an owner master are: Owner Detail, Recurring Charges, Comments, Notes, Transactions, Reservations, Work Orders, Room, Accounts, Bills and Changes.

When R6 Timeshare & Interval Ownership is installed, the Owner Weeks tab and Dates Owned tab are also available.

Print
When viewing the Change form in Activity Vendors, click the printer icon to print the screen as displayed (including the tab displayed and active).

 

Transfer Ownership of Room Number

The system separates the room number and the owner number to make the process of transferring ownership easy and while maintaining the old owner’s history. The procedure is:

  1. The Room# Owned field is cleared on the old owner and the room type changed to OLD.  Be sure all revenue for the owner has been processed before clearing this field.
  2. Create the new owner master.  The comment fields can be used to record the date of transfer if desired. The Room# Owned field is entered with the correct room number. This forces "Process Revenue" to transfer all reservation revenue to the new owner from this point on.
  3. All historical transactions are still on the old owner.  All reservation activity (future and past) is still linked to the room number.  The change is complete.
  4. 1099's can be printed for both owners from within RDP-DOS.
  5. From this point on, any attempt to access the old owner begins with the following warning:  "Owner type is OLD.  Do you wish to continue? (Y/N)".  Enter "Y" to continue posting charges to the "OLD" owner and an "N" to return to the standard owner access screen,  where a different owner may be accessed.
 

Click these links for Frequently Asked Questions or Troubleshooting assistance.

Last Updated 10/23/2008

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