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    Cancellation Policy

    Setup a Cancellation Policy in RMS.


    Steps Required

    Have your System Administrator complete the following:

    1. Go to Setup > Lookup Tables > Cancellation Policies in RMS.
    2. Select 'Add'.
    3. Enter a Cancellation Code.
    4. Enter a Short & Long Description.
    5. Select the Non-Cancellation Period.
    6. Select if a Cancellation Note is mandatory.
    7. Save/Exit.

    Visual Guide

    Go to Setup > Lookup Tables > Cancellation Policies in RMS.

    Select 'Add' to create a new Cancellation Policy.

    Enter a Cancellation Code.

    Enter a Short & Long Description for the Cancellation Policy.

    Select the Non-Cancellation Period.

    Optional: Select the checkbox 'Make Cancellation Note Mandatory'.

    Select 'Save/Exit' to store the changes made.


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