Innovative247 Service Request Manager

Dashboard

Cancel Contract Queue

Program #: 1869

Module: Accounting

Overview

Use the Cancel Contract Queue (program #1869) to search for and view all contracts currently being cancelled or recently cancelled.

The following graphic shows the Cancel Contract Queue as the program opens. The window contain three panes:

The following table describes the search parameters used in the upper pane of the Cancel Contract Queue.

Field	Description
Tracking Status	You may search for contracts by tracking status. (This menu originates from program #1580.)
Branch	You may search for contracts by installation branch associated with the contract. (This menu originates from program #1530.)
Cancel Reason	You may search for contracts by cancel reason. (This menu originates from program #1582.)
Date Type	You may search for contracts by type of date selected in Contract Master.
Range (From)	You may search for contracts cancelled within a range of dates. Select a beginning date for the range.
(Range - To) (No label)	You may search for contracts cancelled within a range of dates. Select an ending date for the range.
Records Found	The number of contracts that match your search parameters.

The following table describes the columns used in the search results pane of the Cancel Contract Queue.

Column	Description
Contract Number	Contract number of the cancelled contract.
Installation Number	Installation number attached to the contract.
Installation Name	Customer name for the installation attached to the contract.
Status	Current contract status, if applicable.
Follow-up Date	Follow-up date selected when contract was cancelled, if applicable.
Reason	Cancel reason code selected when contract was cancelled, if applicable.

The following table describes the fields used in the detail pane of the Cancel Contract Queue.

Field	Description
Contract Number	Contract number of the cancelled contract.
Installation Number	Installation number attached to the contract.
Installation Name	Customer name for the installation attached to the contract.
Install Branch	Identifies the installation branch associated with the contract.
Installation Branch Name (No label)	The name of the installation branch.
Tracking Status	Tracking status code selected in Contract Master.
Tracking Status Description (No label)	Text description of the tracking status.
Contract Status	Code that identifies the current status of the contract.
Contract Status Description (No label)	Text description of the contract status.
Cancel Reason	Identifies the reason for the cancel that was selected in Contract Master.
Cancel Reason Description (No label)	Text description of the cancel reason.
Contract Date	Start date of the contract.
Contract End Date	Scheduled end date of the contract.
Follow up Date	Follow-up date selected when contract was cancelled.
Cancel Date	Date the contract was cancelled.
Out of Service Date	Date selected when service terminated for the contract; used to calculate the contractâ€™s remaining balance and to reverse any deferred cycle, installment, and/or pre bill invoicing.
Planned Pull Date	Date selected in Contract Master to determine when you plan to pull the equipment.
Notice Received Date	Date you received a notice of discontinuance for the contract.

The Contract Cancel Queue displays cancelled contracts after you perform a search.

Use the following steps to search for cancelled contracts:

1. In Contract Cancel Queue, select your search parameters.

Note: For more information on the parameters, see Field Descriptions - Search Parameters.

2. Choose Search.

w The middle pane of the window displays the search results.

3. To perform another search, choose Clear Screen to clear the search parameters.

4. Repeat Steps 1-2.

After you perform a search, you may view the details of a cancelled contract in the pane below the search results.

For more information on viewing details of an entry, see Common Functions in SBN.

You can easily view all communications for a contract by displaying the Communication Log.

Use the following steps to view the Communication Log:

1. In Contract Cancel Queue (program #1869), perform a search for cancelled contracts.

2. Select the cancelled contract for which you want to view details.

3. Choose Communication Log.

w SBN displays the Communication Log for the selected contract.

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Search	f5	1869/ 7	Search for cancelled contracts.
	Get Record	alt+f1	1869/ 1	View details of selected report.
	Print selected records	ctrl+f8	1869/ 6	Print selected records.
	Clear Search Screen	f7		Clear search parameters.
	Communication Log	f6	1869/ 8	View all communications for a contract.
	Previous Record	f4		Go to previous record.
	Next Record	f5		Go to next record.
	Exit without saving	ESC		Exit without saving changes.
	Save New Record	ENTER		Save existing changes to record.