Cancel a Work Order Quote

You can cancel a work order quote before it is approved using the SM Work Order Quotes form.

  1. Open the SM Work Order Quotes form.
  2. In the Quote ID field, enter the work order quote to cancel or press F4 to select from a list of valid work order quotes.
  3. Click Cancel Quote.
    The SM Work Order Quote Cancel form displays for the selected work order quote/customer/service site.
  4. Click Cancel.
You are returned to the SM Work Order Quotes form. The system sets the quote status to Canceled and disables all fields.
Note: You can reopen a canceled quote by clicking Reopen Quote (at the bottom of the quote screen).