6829 build 5 - The new CANCELLED tick box with the transaction screen has been moved to the far left of the screen.

Currently only cancelled Consultations can be officially monitored using the CANX memo facility. Individual cancelled transactions are not possible to monitor.

There is now a new booking type field available called CANCELLED, which is set up by Operator.

Go to File / Masterfile Maintenance / Operator Details.

Within here there is a new tick box on the Booking Type screen - each Operator will need setting up.

If you would like the transaction date within an individual transaction to be updated with the date when the transaction was either made DEFINITE / CANCELLED, make sure the following 2 global options are ticked:

- Global option / client options - Transaction date changes when set to cancelled

- Global option / client options - Transaction date changes when set to definite

 

Simply ticked this box, and the next time an individual transaction is booked and then cancelled, you will now be able to amend the booking type from definite to cancelled.

The cancelled tick box has been moved to the far left of the transaction screen, to keep it away from the definite box, incase of any confusion.

With this new function, all cancelled transactions will also report within our new MIS system, allowing you to monitor all booking types going forward.

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