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Linked Exchange - Sent Records
In a linked exchange partnership, the sender determines which customers will be part of the linked exchange process. From the partner management page, the sender can add customers to the partnership either by entering the customer id directly, or searching for it. A list of customers already assigned to this partnership is also listed here.
Customers added to the partnership must have a Servicing Location. Once the "Customer ID" textbox is filled in, click the "Add" button. This will show a dialog with information about ownership of assets. If the customer does not have any ownerships associated with it, then a message will be shown indicating that all assets sent will be owned by the sender.
If the customer has ownerships associated with it, a different dialog is shown, indicating that assets sent with the specified ownership will be be sent indicating they are owned by the recipient, and not by the sender.
After reviewing the message, click "OK" and the customer is added to the partnership.