How to Cancel a Workshop Job That Includes a Sub-Contract

Cancelling a workshop job in the system can be straightforward unless the job includes a sub-contract. In such cases, additional steps are required to ensure financial integrity and accurate records. This guide walks you through how to handle those scenarios correctly, whether the sub-contract has been posted or not.

You might need to cancel a workshop job for reasons such as incorrect job creation, duplicated entries, or operational changes. Following the correct process avoids leaving partial postings or imbalanced financial records in the system.

Step-by-Step Instructions

1. Remove All Parts from the Job

Before attempting to cancel the job:

• Open the workshop job.

• Navigate to the Parts tab and check for any parts booked.

• Remove all listed parts from the job via Parts > Point of Sale.

Jobs with parts still assigned cannot be cancelled.

2. Handle the Sub-Contract Element

If the job includes a sub-contract, cancellation requires you to adjust the sub-contract status, depending on whether it has been posted and with what value.

A. If the Sub-Contract Has Not Yet Been Posted

• Post the sub-contract with a zero value (to mark it as closed without cost).

• Invoice the entire job to a non-customer internal sales ledger account at £0.00.

B. If the Sub-Contract Has Already Been Posted with a Value

• Add a new sub-contract line with the same details but a negative value matching the original posting.

• Post the negative line to fully offset the original cost.

• This neutralises the financial impact while still recording the full cancellation trail.

3. Finalise the Job Cancellation

Once all parts have been removed and the sub-contract has been addressed:

1. Click Reschedule as New Appointment.

2. Then select Cancel Appointment.

This action formally cancels the job in the system and ensures it is not rescheduled or reopened accidentally.