lpza_create_transfer
Creates buyer and seller matters for a conveyancing transfer, using client IDs, matter details, and fee earners to build a matterset.
Instructions
Create buyer and seller matters for a conveyancing transfer via matterset.createtransfer.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| matterset_name | Yes | Reference or ID for the whole transfer transaction. | |
| buyer_customer_id | Yes | Existing buyer client ID. | |
| buyer_matter_code | Yes | Matter code for the buyer side. | |
| buyer_matter_name | Yes | Matter name for the buyer side. | |
| seller_customer_id | Yes | Existing seller client ID. | |
| seller_matter_code | Yes | Matter code for the seller side. | |
| seller_matter_name | Yes | Matter name for the seller side. | |
| buyer_owner_salesagent_id | Yes | Fee earner ID for the buyer matter. | |
| seller_owner_salesagent_id | Yes | Fee earner ID for the seller matter. |