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Cancelling and Correcting a Posted Jobsheet

When you post a Jobsheet with incorrect information, such as wrong item or labour allocation or incorrect payment method selection, the Garage Hive system has the option of having it cancelled or corrected with the available Cancel and Correct functions.

In this article

1. Cancelling a Jobsheet
2. Correcting a Jobsheet

Cancelling a Jobsheet

The Cancel feature allows you to cancel an existing posted Jobsheet, including those that were posted in error. Follow these steps to cancel a Jobsheet:

1. Select the Posted & Archived Documents from the role centre, and choose Posted Jobsheets.

   

2. Within the Posted Jobsheets page, Search for the Jobsheet to cancel or select from the list.

   

3. To cancel a Jobsheet, open it and select Correct from the menu bar, then Cancel Document.

   

4. When prompted to confirm whether you want to cancel the Jobsheet, select Yes.

   

5. If the Mileage is zero, you’ll receive a notification asking if you want to continue; select Yes. Another notification will appear if the posting date differs from the work date; select Yes.

   

6. The Jobsheet will now be successfully cancelled.

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Correcting a Jobsheet

The Correct feature is used to modify a posted Jobsheet and enter the correct data. Follow these steps to correct a Jobsheet:

1. Select the Posted & Archived Documents from the role centre, and choose Posted Jobsheets.

   

2. Within the Posted Jobsheets page, Search for the Jobsheet to cancel or select from the list.

   

3. To correct a Jobsheet, open it and select Correct from the menu bar, followed by Correct Document from the drop-down menu.

   

4. You’ll see a notification confirming that the Posted Jobsheet will be cancelled and a new version of the Jobsheet will be created for you to make the correction; select Yes.

   

5. The mileage is zero notification will appear, along with posting and work date notification; select Yes for both.

   

6. A credit memo will be generated, as well as a new Jobsheet that will be opened. The posted Jobsheet will now be indicated as Cancelled.

   

7. Fill in the details on the newly created Jobsheet with the correct information, including the payment method if it was entered incorrectly, and then post it when ready.

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See Also

Video - How to Cancel/Correct a Posted Jobsheet in Garage Hive