To cancel a contractor statement

The procedure to cancel a contractor statement is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Contractors. The Contractor Details window is displayed.
2. Select a contractor from the alphabetical list or type their name into the Search Contractors field. By default the list is filtered to show Current contractors. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the correct contractor displayed, click on Statements. The Statements tab is activated, revealing a list of current statements in the Statements summary table.
4. Select the row containing the specific statement to be cancelled and click on Cancel Statement 1. Following confirmation by the end user, the statement is removed from the summary table.

Tip

1 To aid in identification purposes, statement rows can be reordered by clicking on any of the available headings: Order Reference, Created Date, Description, Status, Actual Cost. Click on a statement level pointer icon () to expand the statement and reveal the associated works order lines.

Note

1 The Search Contractors field will match against any element of the contractor name.

See related topics...

To create a contractor statement

To create a new contractor

Contractor record maintenance overview