To cancel a quote for a repair order

The procedure to cancel a quote for a repair order is as follows:

1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the 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 Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
4. Double-click on the row containing the specific repair request against which a works order quote is to be cancelled. The Repair Request window is displayed.
5. Click on Quotes. The Quotes tab is activated, revealing a list of issued quotes in the Quotes summary table.
6. Double-click on the row containing the specific quote to be cancelled. The list of contracts selected for the quotation process are displayed in the Contracts summary table.
7. Click on Cancel Quote 3. The quote status is set to Cancelled and the entry is removed from the Quotes summary table.

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 Only quotes with a current status of Entered can be cancelled.

See related topics...

Repairs quote management overview

To create a new quote for a repair order

Contract maintenance overview

Contractor record maintenance overview

To define the user profile

Using the search facility