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Contract Options: Cancel Version

Information on and how to Cancel a Contract Version in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 5 months ago

When to use: You want to cancel an Amendment (version)

NOTE: Your role must have Contract Options – Cancel Version turned ON in Features Access.

How to Cancel an Amendment (Version)

  1. Open the amendment (version) you wish to cancel.

  2. Select Cancel Version from the menu.

  3. Enter a reason for cancelation in the Comments box.

  4. Click OK.

  5. If the version you are canceling is the Active Version*, you will be prompted to select a new Active Version. Use the checkbox to select which version to make active and click Continue.

Once canceled, the record banner reads: Version Canceled, the page is grayed out, the record Status is changed to Canceled and the version is listed in Contract Version History with the row crossed out.

*For more information, click the Help topic link Contract Options: Make Active Version for details.

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