Cancel or void a supplier job from the portal
Use a supported Cancelled/Void status when allowed.
Exact navigationSupplier Portal → open job → Update Status
Before you begin
- Use an account with Authorised supplier user and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Use a supported Cancelled/Void status when allowed. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Supplier Portal → open job → Update Status.
- Open the exact record and review linked documents, payments, approvals, files and portal visibility.
- Choose the supported Delete, Remove, Void or Cancel action.
- Confirm the action only after checking the consequence described below.
- Return to the list and verify whether the record was removed, retained with a status, or blocked by a code-backed restriction.
Fields, choices and supported possibilities
Exact actionCancel or void a supplier job from the portal
Exact navigationSupplier Portal → open job → Update Status
Module version1.0.0
Access ruleAuthorised supplier user
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Maintenance requestProperty, tenant, subject/issue, priority, status, supplier, assignee, cost and administrative note.
Supplier work orderJob title/description, property/manual address, allocated amount, supplier notes, photos and completion evidence.
Financial linkSupplier invoice status, amount/final amount, payment mode, transaction ID and payment comments.
Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.
Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.
Code-backed validations and workflow rules
- cancelled/canceled normalise to Cancelled; void normalises to Void.
- Maintenance hub visibility is tied to customer-view access in the registered menu.
- Supplier completion can create a Pending supplier invoice when one does not already exist.
- Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
- The module hooks after_payment_added to write property-related activity when the payment is linked.
Expected result and verification
- The supported cancel or void a supplier job from the portal flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.