Edit, Cancel, or Delete Contracts

Edit, Cancel, or Delete Contracts

Role Required: SDAdmin, Users with Edit permissions

Edit Contract

  1. On the list view page, click and select Edit.
  2. You can also go to the contract details page and click Edit on the toolbar

Delete Contract

  1. On the list view page, click and select Delete. To bulk delete, select the contracts and click Delete on the tool bar.
  2. You can also go to the contract details page and select Actions > Delete Contract.

Cancel Contract

Cancel contracts that are no longer valid.
  1. On the contract details page, select Actions > Cancel Contract.
  2. Enter the reason for cancellation.
  3. You can choose to send an email notification about the canceled contract.
  4. Enter the email address to whom the notification must be sent.
  5. Click Update.

  1. You cannot edit canceled contracts. 
  2. If you cancel a parent contract, the expired child contracts will not be canceled. 
  3. Child contracts that are in draft will not be canceled. 
  4. When you mark the child contract in draft as active, the parent check will be handled. 
    Canceled contracts will be excluded from reports.

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