A User is able to cancel an RMR record only if the User has permissions to edit RMR.
RMR records are attached to a Customer record, so you must first access the customer record. From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the Customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the RMR tab. A list of RMR’s attached to the Customer are listed in the grid area. Click on the hyperlink to the left of the RMR you want to cancel.
The RMR record is displayed. Click on the Edit button located at the upper right of the page.
The RMR record opens in edit mode. Once the RMR record is in edit mode, click the Cancel RMR button located at the upper right of the page.
The RMR Cancel form opens. Enter the date on which the RMR will end. Select a Recurring Reason for the cancellation.
When finished, click the Save button at the bottom of the form.
A confirmation message opens. Click the Yes button to proceed with the cancellation.
