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Cancel a Payment

Fri, 2011-02-04 16:07 — slind

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Overview

To CANCEL a Payment, follow the steps below:

1. OPEN the Payment you wish to Cancel.

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

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

  1. Select the Lookup   icon on the new window to locate the Payment you wish to Cancel.

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

  1. Find the Payment which you would like to change the status to Cancelled (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Cancel a Payment, the previous Payment status must be set to Planned, Completed, or Approval Requested (refer to Workflow Transitions for Payments for more information).

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

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

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

 

  1. Click Ok on the Workflow Transition Executed window.  The Payment status is now set to Cancelled:

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