Utility – Close Diary, Quotes and Work Orders

This screen allows you to close multiple diaries, quotes and work orders in a single action.

   

Owners Corporation and Lot Records

• Open quotes, work orders, Corporation and lot owner diary records can be closed using the utility
• Where one owners corporation is selected you may nominate all lot, or specific lot 
• Where multiple owners corporations is selected where Lot Owner diary records is selected all lots will be included

User Diary

• Tick the checkbox to close User diary records
• The default is Any User which includes all active users, or you may select a specific active user 

Creditor Diary

• Tick the checkbox to close Creditor diary records
• The default is Select All  which includes all active creditors, or you may select a specific active creditor 

Date Range

• Enter a from and to date 
• The to date cannot be in the future

Confirmation messages

• Click process to close the record types which fall between the date range recorded on screen and a confirmation message will be displayed, which will detail the date range and the number of items found for each record type.
• Select Yes to continue to close the records, or No to change your selection criteria
• When all records have been processed a message will be displayed confirming the number of records closed.