Close/Cancel Order is a single parameter service available from the Miscellaneous Services menu. Select the W) Close/Cancel Order option from the services menu to display its search parameters. The user can only submit an investigative search for the Close/Cancel Order Service. An order cannot be opened with the service.
The Close/Cancel Order Service allows users to close or cancel as many orders as desired at one time.
The search parameters include the following fields:
|
Field |
Entry Instructions |
|
Order |
Enter the order number of the first opened order to be closed or cancelled. At least one order number entry is required. |
|
Option |
Select one of the following action options: Close = Close the order(s) Cancel = Cancel the order(s) |
Cancel Order
The Cancel Order Option allows the user to cancel an order. When an order is cancelled, a starter/base will not be created even if the Create a Starter/Base Search type is selected. If sufficient work has been done on the order to justify creating a Starter/Base, then the user may want to close (instead of cancel) the order so that a starter/base is added to the database. A cancelled order can no longer be updated through the Fallout or Order Datedown functions.
Close Order
The Close Order Option allows the user to manually close the order and create a starter/base on the search parameters for which the Create a Starter/Base Search type was selected. Any order that has been closed may no longer be updated through the Fallout or Order Datedown functions. Be sure to Datedown the order before closing it. The user cannot print or modify the search parameter(s) of Closed Orders.
Some companies also choose to close orders on cancelled policy transactions where a significant amount of work was done just to have a starter/base on the system. The Plant Date of the order closing date is logged as the order closed date.
To close or cancel multiple orders:
Select the Close/Cancel Order Option from the Miscellaneous Menu.
Enter the first order number to be cancelled. A maximum of 15 alphanumeric characters for each order.
Click the Add Button or press the Enter Key.
Note: If only closing or cancelling one order, click the Submit Button.
Repeat the second and third step until the last order number to be cancelled or closed has been entered.
Click the Submit Button.
If the close/cancel was successful, one of the following messages will display below each order: "Order has been closed" or "Order has been cancelled".