v7 FreeBalance Help

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A Contract can be Cancelled from the In Preparation, Approval Requested, or In Execution status.  When a user cancels a Contract a Reason(s) for Cancelling must be explained.  The conditions of a Cancelled Contract no longer take effect. 

To CANCEL a Contract, follow the steps below:

1. OPEN the Contract you wish to Cancel.

Note: By default, users defined to close Contracts will receive an Internal Message:

• Open the message by selecting it; this will open a new window:

2. Select the Lookup   icon on the new window to locate the Managed Contract you wish to Cancel.

Or, you can navigate to the module and search for the Managed Contract you wish to Cancel.  To do this, go to Step 3 below.

3. Find the Managed Contract which you would like to change status to Canceled (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Cancel a Contract, Contract status may be: In Preparation, Approval Requested, and In Execution (refer to Workflow Transitions for Managed Contracts for more information).

Note: Once Cancelled the System will allow the creation of a new contract with the same Procurement Document and Vendor. 

4. Select Cancel from the drop down list in the Transition field:

5. A Transition window will be displayed confirming the Transition.  Add a description in the Step Note in the Transition window:

6. Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
7. Upon clicking the Finish  icon a window will be displayed confirming the Contract Workflow Transition was executed:

8. Click Ok on the Workflow Transition Executed window.  The Contract status is now set Cancelled:

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