...
- 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.
IMPORTANT:Warning 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.
...