How To: Cancel a Service Order in Ginesys Web

A canceled order is a previously submitted order to buy a service that gets, partially or fully, withdrawn before it is fulfilled. A service order may be in the three following states when selected for cancellation - new order, partially invoiced (partially fulfilled), and partially canceled.

Create Cancel Order

Pre-requisites

The users' role must have access to the Add app operation in the Cancel Service order feature in Procurement - Operations - Service/Expenses through Roles in Ginesys Web - Admin - Security.
Service Order must be created.
Service Order must be pending.

Step-by-step guide

The process is divided in the following steps:

Go to Ginesys Web > Procurement > Operations > Service/Expenses > Cancel Service Order.
Cancel Service Order window will open.
You will get the Search Criteria section.
You will get search criteria like - Search Mode, Owner Site, Vendor, Date Range etc.
Put in any search criteria.
Click on the Search Button.
You will get the searched Service order in the Service Order Information section with Order No., Date, Service, Vendor, Available Quantity. etc.
Put in the Cancel Quantity. You can click on Populate all available to cancel.

Note: Cancel Qty/Amount cannot be greater than available Qty/Amount
Click on the OK button to save the Cancel Service Order. You will get a message - "Service orders cancelled successfully."

Edit Cancel Order

Pre-requisites

The users' role must have access to the Edit app operation in the Cancel Service order feature in Procurement - Operations - Service/Expenses through Roles in Ginesys Web - Admin - Security.
Cancel Order must be created.

Step-by-step guide

he process is divided in the following steps:

Go to Ginesys Web > Procurement > Operations > Service/Expenses > Service Invoice Adhoc.
Service Invoice Adhoc module will open.
All the previously created Cancel Orders will be listed here.
Select the Cancel Order you want to edit.
You can use Filter to search.
Go to Action > Edit.
Edit: Cancel Order window will open.
All the details will be populated.
You can modify the fields you want.
Click on the Save button to save the modified Cancel Order.
You will get a message - "Document <Cancel Order No.> saved successfully."

Delete Cancel Order

Pre-requisites

The users' role must have access to the Edit app operation in the Cancel Service order feature in Procurement - Operations - Service/Expenses through Roles in Ginesys Web - Admin - Security.
Cancel Order must be created.

Step-by-step guide

he process is divided in the following steps:

Go to Ginesys Web > Procurement > Operations > Service/Expenses > Service Invoice Adhoc.
Service Invoice Adhoc module will open.
All the previously created Service Invoices will be listed here.
Select the Service Invoice Adhoc you want to delete.
You can use Filter to search.
Go to Acton > Delete.
You will get a message - "Record once deleted cannot be retrieved. Are you sure you want to delete this transaction?"
If you click on Yes, you will get a confirmation message "Service No <Cancel Order No:> - Document Deleted Successfully".

Print Cancel Order

Pre-requisites

The users' role must have access to the Edit app operation in the Cancel Service order feature in Procurement - Operations - Service/Expenses through Roles in Ginesys Web - Admin - Security.
Cancel Order must be created.
Printer must be connected and installed.

Step-by-step guide

he process is divided in the following steps:

Go to Ginesys Web > Procurement > Operations > Service/Expenses > Service Invoice Adhoc.
Cancel Order module will open.
All the previously created Cancel Order will be listed here.
Select the Cancel Order you want to print.
You can use Filter to search.
You will get previously created template.
Click on the required template to print.
A new window will open.
The document will be printed.