How to Cancel a Workshop Job

Remove Parts:

• Before cancelling, ensure all parts have been removed from the job.
• Check this by opening the job and reviewing the Parts tab.

Handle Sub Contracts:

• If the job includes a sub-contract, cancellation is not directly possible. Instead:
  • Post the sub-contract with a zero value.
  • Invoice the job out at zero value to an internal sales ledger account.
• If the sub-contract has already been posted with a value:
  • Add another sub-contract line with a negative value.
  • Post this negative line to offset the original value.

Final Steps:

• Once all checks are complete, click Reschedule as New Appointment and then select Cancel Appointment to finalise the cancellation.