On occasion, a job needs to be cancelled, such as if the customer is no longer proceeding with the job.
Cancelling a job
To cancel a Job use either the spill menu at the end of the line, or open the job and choose More Options. Select Close to bring up the Close Job window.
Set the Closed Status To Transition To Cancelled and enter in a Reason as to why the job is being cancelled:
Selecting Confirm will cancel the job, closing it and preventing new transaction lines being added to that job.
Cancelling a job with unbilled or unapproved lines
If there are transaction lines that haven’t been billed, or approved, these need to be addressed first before the job can be cancelled. Lines that haven’t been addressed will show a warning on the Close Job window:
Choose Cancel to close the Close Job window. Product lines can then be deleted to return the products back into stock.
To delete a job line, open the Job and choose Edit. This opens the transaction line editing options, and the delete icon can be used to remove the line
Once all lines that haven’t been billed have been deleted or billed, the job can then be closed or cancelled.
Products included on billed invoices are still counted as billed and removed from stock, even if the job is cancelled.
