If you've made a mistake on a Contract but it has deliveries attached, your next steps will be determined by the status of the Contract.

If the contract is 'Completed':

Firstly, you will need to cancel any Invoices attached to the Contract.
​
Navigate to Transactions > Invoices and locate the Invoice - you can do this by searching the Contract number. If it is an 'Unpaid' Tax Invoice, you can follow these steps to cancel. If it is an 'Unpaid' RCTI, you can cancel by following these steps. If your invoice is 'Paid', you will be unable to cancel it and therefore unable to edit the Contract.

After cancelling any Invoices, you will need to put the Contract into an 'In Progress' or 'Awaiting Deliveries' status.

If you want to edit details such as the total quantity, delivery start/end date, tolerance or variety, you will be able to edit this with a Contract that is 'In Progress'. You can achieve this status by reversing deliveries until the quantity delivered is no longer in tolerance.

If you want to edit details such as the counterparty, commodity, tax or price basis, the Contract will need to be 'Awaiting Deliveries'. You will need to reverse all the deliveries on the Contract in order to change the Contract to this status.

If the Contract is 'In Progress':

You will be able to edit some details, including the total quantity, delivery start and end date, tolerance or variety.

If you want to edit details such as the counterparty, commodity, tax or price basis, or location, the Contract will need to be 'Awaiting Deliveries'.
​
You will need to:

- reverse all the deliveries on the Contract;

- and cancel all Orders.

If the Contract is 'Unfulfilled':

The same as 'In Progress' Contracts applies, however you will also need to edit the delivery end date to be in the future - see this article for more info on definitions of Contract status.

If you have further issues with this process, please contact [email protected]