Cancel a Load

Objective

Users will be able to cancel loads.

Overview

The ability to cancel a load depends on a variety of factors. A load may need to be cancelled if it was entered by mistake or if a customer requests it. If unsure whether or not to cancel a load, ask your supervisor. A load may be cancelled as long as the final check call has not been entered and it is not on an invoice. By cancelling an incorrect load or cancelling a load due to customer request, accuracy is maintained within the system and unnecessary tracking efforts are reduced.

A load may only be cancelled by user roles of Accounting Manager, Admin, Analysis/Engineering, FM Account Representative, FM Manager, Management, and Planning Manager.

Prerequisites

  • Only loads for which a tender has not been sent or for which a tender has been accepted can be canceled. Loads for which a tender has been sent and not accepted must first have their tender canceled.
  • A load cannot be canceled if it is on an invoice. Only Accounting users can remove loads from invoices.

Process

To Cancel A Load:

  1. Search for the load to be cancelled. See Search for Active Loads for details.
  2. Click Cancel.

The Cancel Reason dialog box opens.

  1. Select a reason for cancelling from the dropdown list.
  2. Add an Internal Comment to the load if needed. A message is required for a cancellation reason of Other.
  3. To send the customer an email notification when the cancellation is processed, enter their email address in the Customer Email(s) field, and click the + icon.
  4. Email addresses added will show below the Customer Email(s) box. Click the X to remove an email address from the list. Repeat step 5 to add more email addresses to the email notification.
  5. Click Cancel Load.

A confirmation dialogue box opens.

  1. Click Yes to cancel the load or No to stop the cancellation.

Result

The load's status is changed to Cancelled, and the load is moved to Load History. If a reason of Vehicle Ordered Not Used was selected, the Vehicle Ordered Not Used process will begin. See Process Vehicle Ordered Not Used Load for details.