You can cancel items on a service order. When you cancel an item, it still displays on the order with a cancelled status but there is no item charge. The work order item is also cancelled.
To cancel one or more service order items:
- Click on the Events link from the Main Menu. The Events page opens.
- Select the event with the service order item(s) to cancel.
- Right-click and select Edit. The Edit Events window opens.
- Select the Service Order Items tab.
- Select the item(s) to cancel. Use Ctrl+Click or Shift+Click to select multiple order items.
- Right-click and select Tools -> Cancel Item. The item(s) updates to a cancelled status, and the item charges are removed from the order total.
Comments
3 comments
How do I then stop the cancelled item from showing up on the invoice? If an exhibitor changes the size of his space, our accounting department says we have to cancel the original space item and add a new one with the new total space amount in order to maintain an audit trail. The cancelled item still shows on the invoice, and it's confusing to the exhibitors.
0 upvotes
Hi Amy,
The item should show up on the invoice as cancelled, which is how we hope to avoid confusion. Is it not doing that for you? If it is showing up as cancelled, but still causing some confusion, you may want to see about getting something custom created. Thoughts?
Thank you,
Matthew Tapley
0 upvotes
Hi Amy,
Before you cancel the item, you can set it to Internal. This will keep it from showing on the invoice. See this article for more information about internal service order items: https://supportcenter.ungerboeck.com/hc/en-us/articles/205695727-Internal-Service-Order-Items.
Thanks,
Maggie
0 upvotes
Please sign in to leave a comment.