Changing the branch that an opportunity is assigned to may end up leading to needing to change the tariff that is being used to price the opportunity. In this situation, the correct route to take is to reset the job and then change the branch. This will ensure that the opportunity is being priced with the correct tariff and tax settings.
Reset the Job
Step 1: Navigate to the accounting section of the opportunity.
Step 2: From the drop-down menu select Reset.
Note: Resetting the job will remove all final charges, actual materials, wages, signatures on job-level documents, and more. This action cannot be undone.
Step 3: Select Yes, Proceed.
Change the Branch
Once the job has been reset you can adjust which branch the opportunity is assigned to.
Step 1: Navigate to the estimate section of the opportunity.
Step 2: From the quote information panel locate the branch setting.
Step 3: Select the correct branch for the opportunity.
Step 4: Select Re-rate.
Note: This action will recalculate the taxes for the opportunity using the updated branch's tax settings.
Step 5: If prompted to, select Re-rate Shipment.
This will ensure that the tariff pricing from the correct branch is applied to the opportunity.
Step 6: Select Yes, Proceed.
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