Marlin GTX contains flexible options for cancelling work orders.
Work orders can be cancelled from the Business Planner, Work Orders or Work Order Enquiry modules.
Business Planner
Work orders can be cancelled and removed from Business Planner bookings by right-clicking on them in the Task List or Resource Planner and selecting Cancel Work Order.
The Cancel Work Order pop-up window will open.
Use the toggles at the top to select whether to retain the booking and/or quote details, or whether to cancel the booking entirely.
In the Cancel Reason textbox, enter a reason for the cancellation.
To cancel the Work Order and return to the Task list or Resource Planner, click on the Proceed button at the bottom-right.
Work Orders Module
Work orders can be cancelled by clicking on the Void button at the top of the Enter Work Order window or pop ups.
Work Order Enquiry
Work orders can be cancelled from the Work Order Enquiry module by selecting them in the list and clicking on the Cancel button at the top of the module window.
In the Cancel Work Order pop-up that opens:
- Select the cancel option
- Enter a Cancel reason
- Click Proceed
Re-Opening Work Orders
Cancelled work orders can be viewed and re-opened from the Work Order Enquiry module by clicking on the Filter icon at the top of the module window (or pressing F6 on the keyboard).
In the Filter pop-up that opens:
- Set the Order Status drop-down to Cancelled Orders
- Click Ok
To re-open a cancelled order:
- Select it in the enquiry list
- Click on the Re-Open button at the top of the module window
- Confirm the pop-up that opens
