Cancel an Approved Sale with No Cancel Fee

Cancel an Approved Sale with No Cancel Fee

As can be seen by all the automations that occur after an approved sale is canceled, canceling an already approved sale should be done only when senior management has agreed to the canceling of the Sale record.  There are 2 options when canceling an approved sale record:
  1. Cancel with No Cancel Fee - If you are not charging a cancel fee utilize the instructions in this article to complete the cancellation.
  2. Cancel with Charging a Cancel Fee - If you are charging a cancel fee, view the Cancel an Approved Sale with Charging a Cancel Fee article for instructions on how to complete the cancellation. 

Steps to Cancel a Sale with No Cancel Fee

1. To cancel a Sale with no cancel fee, click the Cancel - No Cancel Fee Transition on the Sale Record.


The Cancel Transitions only appear to users with authorized access.
 2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Canceled State. See below for field details and automations.



Cancel - No Cancel Fee Field Details

  1. Cancel Date -  Date an approved Sale record was canceled.
  2. Notes - General notes field to describe in more detail why this sale was canceled. This is a required field (if no further details, enter NA for not applicable).

Automations After Completing the Cancel - No Cancel Fee Transition

New Records Created 

  1. A new Invoices-Credits record is created with the items in the Sales's Sold Items entry form copied to the Invoice Item entry form as well as any approved Change Order(s) items included in the Product Changes entry forms. For each item copied into the Invoice Item entry form the Quantity field will be updated to the inverse number to properly represent the credit for the cancellation.
  2. A new Pending Install record is created with the Pending Amount field updated to the total amount of the canceled Invoice-Credit amount.
  3. A reversing negative Payroll record will be created for any Commission Payroll record that has already been paid.
  4. If the sale was a referral, a task will be created to review any referral bonus, referral payroll and referral expenditures that have been created.

Sale Record Field Updates

  1. Customer Balance Detail entry form  is updated with a negative amount equal to the total amount of the canceled Invoice-Credit amount.
  2. Job Standing field is updated to Canceled. 
  3. JOB CANCELED tag is added to the Sale record.  
Related Module Updates
The Job Standing field is updated and the Job Canceled Tag is added to all related modules, if applicable. These can include: Sales, Commissions, Comm Analysis, Referral Bonus, Job Costs, Product Orders, Permits, Inspections, HOA, Engineering, Invoice-Credits, Pending Installs,

Job Cost Field Updates

  1. Cancel Credit field is updated to the total amount of the canceled Invoice-Credit amount.
  2. If Sales Tax field was not $0, the field is updated to $0 and the amount originally in this field will be copied to the Cancel Sales Tax field.
  3. If Finance Markups field was not $0, the field is updated to $0 and the amount originally in this field will be copied to the Cancel Finance Markups field.
  4. Cancel Date field is updated to the Sale's Cancel Date.
  5. Commission field will be updated to $0.

Lead Tracking Field Updates

  1. Demo Funnel field is updated to Sale Canceled if there are not other active or completed Sale records associated with the Lead Tracking record.
  2. Tracking Status field is updated to Not Active if there are not other active Sale or active Quote records associated with the Lead Tracking record.
  3. Cancel Credit field will be increased by the total amount of the canceled Invoice-Credit amount.
  4. If the related Job Cost Sales Tax field was not $0, the Lead Tracking's Sales Tax field will be reduced by the amount originally in this related Job Cost field.
  5. If the related Job Cost Finance Markups field was not $0, the Lead Tracking's Finance Markups field will be reduced by the amount originally in this related Job Cost field.
  6. Number of Sales field will be reduced by 1.

Contact Field Updates

  1. Contact Status field will be updated to Remarket unless there is another active Sale or active Quote record.
  2. Journey Progress field is updated to Sale Canceled unless there are any other active or completed Sales for the Contact.

Pending Install Field Updates

  1. All related Pending Install records Pending Close Date field will be updated to the Sale's Cancel Date. 

 Commission Field Updates

  1. All related Commission records Approved Amount field will be updated to $0.

Payroll Field Updates

  1. All related payroll records that are not paid and have the Payroll Type field of Commission will be updated so the Approved Commission field is $0.

Field Details Info
The fields included in the Cancel - No Cancel Fee Transition are part of the base Sales Blueprint.  Your company may have modified these fields.

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