TABLE OF CONTENTS


Adjusting Quantities after Service Confirmation has been Released


In the example below, line 40 is needing the quantity adjusted after it has already been released. However, the quantity is unable to be adjusted after it has been released, so we'll need to cancel the line and add a duplicate line with the correct quantity amount. 


You can do this by editing the Service Confirmation



On the service confirmation, you'll need to go to the "Service and Spare Parts" tab, select the line item that has the incorrect quantity, and then select a "Reason for Rejection" in order to cancel the line. 


  1. Select the line item that needs the adjustment done
  2. Select the "Reason for Rejection" to cancel the line 


Once that line is cancelled, you'll add a new row, input the correct information for the line and then release that newly created line. 


  1. Add new line, input product ID and then input the correct Quantity for the line. 
  2. Click the "Release" button and select "Without Order Completion".



You can verify the changes took effect by pulling up the Invoice Request and checking the details for the service confirmation. 


Line 40 is cancelled and line 50 has been added, with the correct Quantity, after releasing the line. 


Adjusting Price after Service Confirmation has been Released


In the example below, line 30 and line 40 are needing  their list price adjusted. 


You can edit the list price by opening the service confirmation and editing the price in the service confirmation. 



Find the line items on the service confirmation, then select their "List Price" fields and input the correct amount. Once you're finished, SAVE THE DOCUMENT!



To verify the changes took effect, you can view the service confirmation on the Invoice Request screen. 


Line 30 - $2.65 -> $3.65

Line 40 - $44.00 -> $40.00


Cancelling Service Confirmations


Cancelling a service confirmation is pretty straight forward


Pull up the service confirmation that you're needing to cancel, go to the "General" tab and "Main Information" area. Then, select the "Reason for Rejection" drop-down list and select a reason. 


This will cancel the service confirmation

You can undo a cancelled service confirmation by removing the "Reason for Rejection". Just select it and press the Back-space to remove it, then save.


  1. Select the "Reason for Rejection" drop-down and then select a reason
  2. Save the document

Cancelling Line Items


Cancelling line items on a service confirmation works in a similar way as cancelling the whole of the service confirmation. 


The difference is, you'll select the individual line items and select a "Reason for Rejection" 


Line items, once rejected, cannot be undone like rejecting a whole service confirmation.


  1. Select the Line item that needs to be cancelled
  2. Select the "Reason for Rejection" drop-down box and select the reason
  3. "Save" and "Close" the service confirmation