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.

STEP
  1. Load the system in the installation module by clicking on the Installation Activity icon.
  2. Use the contract navigation buttons to select the correct contract ( the current contract is loaded initially).
  3. Click Edit to amend the contract.
  4. Check the number of services outstanding and also the next service date before the change .
  5. Enter the Service No Adjustment. This is the number of services at the start of the contract you wish considered cancelled, then press Save.
  6. Check the number of services outstanding and also the next service date has been adjusted as you expect then press Save.
  7. Check the next service date has been adjusted as you expect in the Installation Module.
To cancel out a service in the middle of the service cycle, make a new row entry in the Activity/Servicing History grid of the Installation Activity form, selecting No Service in the Activity column.


Step 1



Step 2, 3, 4


Step 5


Step 6

Step 7



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