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Return to Contract Job
The Building Contract Overview screen presents key information relating to the building contract.
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The prerequisites for cancelling a contract are:
The File must only have one Job.
Check Client > Client Files & Jobs screen.
There must not be any Progress Claims on the job.
Check Construction > Claims screen. Delete any existing progress claims.
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If any of the claims have been processed, consider whether it is appropriate to cancel the contract. |
The Job must be cancelled.
Enter cancellation information in the Job Overview. The Status will be reflected in the Context Bar.
There must be a Client set up as Stock Holding to receive the cancelled job.
A Client should be specifically created to receive any cancelled contracts. The Stock Holding flag is available on the Client Overview.
Any UDFs being used should be flagged appropriately if they are to move with a cancelled contract.
In Framework Administration app > Customisation > User Defined Fields > User Defined Field dialog, set the Transfer With Contract flag to suit.
To begin the process, select the Cancel Contract button.
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