Edit or Delete a Job

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To Edit a Job

 

Select a Booked In or Ongoing job onto the Main Form

Click Edit Job on the action bar, or select Edit Job from the Action menu

 

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You should now be able to edit the job and then Book in, Book out or place on hold.

 

 

To Delete a Job

 

Select a job onto the Main Form

Choose Delete job from the action bar, or select Delete Job from the Action menu

 

 

If you are prevented from editing or deleting a job, it will be because the job has been completed and is associated with an invoice. See below for how to edit completed jobs.

 

 

To Edit or Delete a Completed Job

 

Select a completed job onto the Main Form

Use the Action menu, and choose "VOID invoice or credit note"

Click OK to confirm you wish to void the invoice associated with this job. Usually, you shouldn't do this if the customer has already received the invoice!

You can now edit or delete the job using the methods above

 

 

If the customer has already been sent the invoice for the job, it's better not to void it or there's no longer a paper-trail between the lab and the customer. If they pay INV10101, but you no longer have that invoice on your system, it will cause unnecessary admin.

 

If you are still prevented from editing or deleting a job, it will be because the job has been completed and it's tax date comes before the accounting lock date. Any transactions before this lock date cannot be altered, in order to protect them from accidental changes. This lock date can be altered in the Control Centre > Advanced > Accounting Rules

 

 

 

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