Cancel an Activity or Task

Use the Change Status dialog box to change the status of one or more activities to Canceled (CAN). You can use this status when you want to delete an activity and deleting is not allowed. For information about deletion rules, see Delete an Activity.

When you cancel an activity, the system cancels all selected activities that have not been initiated, or for which no actuals have been reported. If the selected activities had been approved, the system removes item reservations, if any,  from Inventory. When you cancel an activity, it becomes a history record; you can modify it only by choosing Edit History Activity from the Select Action menu.

You can change the status of multiple work orders at the same time on the List tab, or you can change the status of a displayed record.

To cancel one or more activities or tasks:

  1. On the List tab, filter the list to display the records whose statuses you want to change.

  2. Select the Select Records check box at the bottom of the List tab.
    Note:     You may need to narrow your result set before you can select records.

  3. To select a record, select the Select Record check box. You can select more than one record. If you want to select all of the records in the list, select the Select All Records check box in the title row of the table window.

  4. From the Select Action menu, select Change Status to open the Change Status dialog box.

  5. In the Status field, select Cancel from the drop-down list.

  6. You can modify the date in the Status Date field, and you can use the Memo field to add a notation about the status change.

  7. To change the status, click OK.

To return to the record without changing the status, click Cancel.

To cancel the current activity or task:

  1. Display the record you want to cancel.

  2. From the Select Action menu, select Change Status.

  3. In the Change Status dialog box, in the Status field, select Cancel from the drop-down list.

  4. You can modify the date in the Status Date field, and you can use the Memo field to add a notation about the status change. The system copies this memo to the Memo field of the Status History window.

  5. To change the status, click OK.

To return to the record without changing the status, click Cancel.