This task is used to swap a unit from one contract to another.
The unit must be counted in a contract.
The unit must not be occupied. If the unit is occupied, use the Swap Contract task on the Household Detail > General tab for the household occupying the unit.
Unit Detail General Tab Tasks Swap Unit Contract
Enter the Effective Date of the swap.
Click Next.
Select a Funding Program by checking the box.
Select Contract/BIN from the drop-down list.
Select a Counted Layer from the drop-down list.
Click Next.
An Overall Status window will pop up with a Passed or Failed message.
If it failed you may need to make a correction or contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.
If it passed click Close.
Select any available documents you want to print by checking the box next to the document name.
You can also use the Select All and Deselect All links to help in making your selections.
Documents included in the "Swap Counted Group" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Specify the number of copies you want for each document.
You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.
Click Finished.
A pop-up will appear stating that you have successfully swapped the contract. Click OK.