To cancel a PSL agreement

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


Where a PSL agreement has been entered in error, or significant aspects need to be reworked, the Cancel Agreement action button can be employed to automatically manage its controlled removal.


The procedure to cancel a PSL agreement is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the PSL agreement or the privately owned asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the row containing the specific PSL agreement to be cancelled. The Agreement Details window is displayed.
  5. Click on Cancel Agreement 3. The end user is asked to affirm cancellation before the PSL agreement End date field is updated 4.
  6. Click on Close.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 The cancellation of a PSL agreement is only permitted where the end date is in the future, or yet to be entered.

4 The end date is automatically set to one day prior to the PSL agreement start date; where associated accounts are detected with outstanding balances, these will remain open, pending further analysis and reconciliation.


See related topics...

PSL agreement management overview

To change the start date of a PSL agreement

To create a new PSL agreement for an asset

To define the user profile

Using the search facility