You may need to cancel a service contract when the contract has expired or has been canceled by you or the customer.

To cancel a service contract

  1. In the Search box, enter Service Contracts, and then choose the related link.

  2. Open the relevant service contract you want to cancel.

  3. On the Actions tab, in the Functions group, choose Open Contract to open the service contract for modification.

  4. On the Details FastTab, in the Cancel Reason Code field, select the relevant reason code. If you want to add more reason codes, choose Advanced to open in the Reason Codes window and add more codes.

    If the check box in the Use Contract Cancel Reason field in the Service Mgt. Setup window is selected, you have to specify a cancel reason code when canceling contracts.

  5. On the General FastTab, in the Status field, select Canceled.

  6. If there are any unposted invoices or credit memos for the contract that you want to cancel, a confirmation message will appear. In the message box, choose the No button to return back to the contract and post the documents, or Yes to continue the contract cancellation process.

  7. If there are any opened prepaid entries for the contract you want to cancel, a confirmation message will appear. In the message box, choose the No button to return back to the contract and create a credit memo, or Yes to continue the contract cancellation process.

Note
After the contract is canceled, it is not possible to return to its previous status.

Tip

See Also