Cancel/Adjust services due on a contract

Cancel/Adjust services due on a contract

There may  be cases where you want to cancel or adjust out a number of services at the start of a contract but maintain the rest of the scheduled dates according to the contract. An example of when this may be appropriate is when you add a system/contract onto Tracker Pro midway through the contract life. You would normally cancel out a service by scheduling it on the diary with the engineer then completing the service on the engineer web application, however in this instance you simply wish for it to be ignored/discounted as due. This will not be counted in your statistics as due or non compliant.

There are two ways this can be achieved.

A. Use the Service Adjustment Quick Action Icon in the Installation List 
1. Click on The Adjust Service Icon for the Installation concenrned
2. Increment the New Service No Adjust value by 1 and click Apply
3. Check your Next Check date has been changed accordingly




B. Edit the Service Adjustment Value in the Installation Subscription Details directly

You may be inclined to use this way when you wish to target a specific contract for an Installation

STEP
  1. Load the system contracts in the installation module by clicking on the View Subscriptions icon.
  2. Use the contract navigation buttons to select the correct contract ( the current contract is loaded initially).
    1. Check the number of services outstanding and also the next service date before the change .
  3. Click Edit to amend the contract.
  4. Enter the Service No Adjustment. This is the number of services in this contract you wish considered cancelled, then press Save.
  5. Check the number of services outstanding, next service date and sequence have been adjusted as you expect.
  6. Check the Service No (Adjustment) is as expected.
  7. This will now reflect on the Installation listing and should be checked here.









You can also cancel out a service by making a new row entry in the Activity/Servicing History grid of the Installation Activity form, selecting No Service in the Activity column.



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