Change of Ownership Billing SOP

✅ Overview

🔁 COO Scenario: Site Moving Between Accounts

✅ Step 1: FAF (AX28) Setup

• Open AX28 under the old shop code
• Verify if the account is enrolled in FAF

• If enrolled:
• Open a new AX28 under the new shop code
• Match all FAF details from the old code

• Then:
• Cancel FAF under the old shop code
• Stop billing for the old code

✅ Step 2: Email Plus (CO10) Transfer

• Open CO10 under the old shop code
• Check if Email Plus is active

• If yes:
• Open a new CO10 under the new shop code
• Replicate the setup from the old code

• Then:
• Cancel holiday scheduling under the old shop code
• Validate:
• Current year holidays ✅
• Next year holidays ✅

✅ Step 3: Service Items (AF02.1)

• Open two AF02.1 screens
• One for old shop code
• One for new shop code

• Start all active eFlorist services on the new shop code that exist on the old code

⚠️ Critical Validation – Last Bill Date

• Review all service items (especially credits)

• If any item has a future Last Bill Date:
• Update it appropriately
• Ensure billing alignment between accounts

📦 Service Item Reference

Format for Notion Table (copy/paste directly):

✅ Final QA Checklist (Recommended for KB Use)