The Building Contract Overview screen presents key information relating to the building contract.

Cancel Contract Process

Cancelling a Contract removes the contract from the Client and allocates it to a Stock Holding client.

The Client will then have a new blank contract created.

The prerequisites for cancelling a contract are:

1. The File must only have one Job.
   • Check Client > Client Files & Jobs screen.
2. There must not be any Progress Claims on the job.
   

   • Check Construction > Claims screen.  Delete any existing progress claims.

     If any of the claims have been processed, consider whether it is appropriate to cancel the contract.

3. The Job must be cancelled.
   • Enter cancellation information in the Job Overview. The Status will be reflected in the Context Bar.
4. 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.
5. 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.

If any of the prerequisites are not met, messages will be returned.  Otherwise the process can proceed by clicking Yes on the confirmation message.

From the Search dialog, select the Stock Holding client to receive the contract and click OK.

The Job and Contract is now associated with the Stock Holding client.  

The Job Contract History screen will show the contract details for the Stock Holding client, and a new blank contract will be displayed for the original Client.