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How to cancel a work order with tasks transferred to accounting

  • August 28, 2024
  • 8 replies
  • 121 views

audreyS
Sidekick (Partner)
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Hello,

I want to cancel a work order because my customer made a mistake, but there are costs that have been transferred to accounting. 

is there a way to cancel the transfers? 

 

when I want to cancel the work task 

 

Thank you for your help

Best answer by hastse

It is not possible to cancel as soon as there is transactions on the Work Task. In this stage there is costs that has gone to GL, and time registrations for resources that might effect employee time card.

What you need to do here is to report negative time for the resources (personnel and tools) to even out the costs, then close the Work Task with a comment that it was wrongly created and used.

8 replies

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Hi @audreyS 

At this level, there is no way to cancel the Work Task. Because you already have the transactions. If you look at the product documentation you can see that the prerequisites for the cancel work task.

Thanks


hastse
Hero (Employee)
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  • Hero (Employee)
  • Answer
  • August 28, 2024

It is not possible to cancel as soon as there is transactions on the Work Task. In this stage there is costs that has gone to GL, and time registrations for resources that might effect employee time card.

What you need to do here is to report negative time for the resources (personnel and tools) to even out the costs, then close the Work Task with a comment that it was wrongly created and used.


audreyS
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • August 28, 2024

Hi Dimuthu

 

Hi @audreyS 

At this level, there is no way to cancel the Work Task. Because you already have the transactions. If you look at the product documentation you can see that the prerequisites for the cancel work task.

where can i find this help page please on which object? 

 

thank you

 


audreyS
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • August 28, 2024

Hi @hastse 

 

Thank you very much, I'll do as you suggested!


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audreyS
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • August 30, 2024

Hi @Dimuthu Madhushan 

 

I can't open the link 

 

can you put me the screenshot please 


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Hi @audreyS 

 


audreyS
Sidekick (Partner)
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  • Author
  • Sidekick (Partner)
  • September 4, 2024

HI @Dimuthu Madhushan 

 

 

thank you very much for your help