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Multitenat Data Entry WI
Multitenat Data Entry WI
Multitenat Data Entry WI
2. Create new Tenant Organization, the new name should have format of Lead enr
name + Lead Enr number + Abbreviation' the rest of necessary details (address)
copy from Lead primary contact information you have opened step before
3. Create Tenant Organization Primary Contact participant:
To create it use Name, Sure Name and email address form Multitenant form and the rest of details copy
form primary organization contact details
Once you create new enrolment you will see blank enrolment
Use Tenant organization PCN and rest details from lead enrolment to create tenant enrolment
and click save then for new enrolment will be created unique number
8 .Create Tenant Enrolment: Add Participants
Add participants referring to lead enrolment. Channel Partner PCN will remain the
same and contacts should be used the same.
Agreement Offerings: Delete Buy Out, apply others from Lead enrolment
Special Pricing add it if is selected under the Lead enrolment
10 .Tenant Enrolment setup: Apply amendment under the Lead and Under the Tenant enrolment
11 .Tenant Enrolment setup: Once amendments are applied please activate enrolment s add
leave the note: Case number, Amendment name, MOPET ID and your Alias
14 . Once tenant enrolment has been added complete Magnum form and send case for
auddit