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Set up Arranger Cancellation Terms
Navigate to an Account which is an Arranger (The field 'Is Arranger' has a value of 1)
Click on Cancellation Terms related list located on the right-side of the page (screenshot 1.1) or Navigate to Related tabe and scroll down to find the Cancellation
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Term related list
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(screenshot 1.2)
Click New to create a New Cancellation Term (Screenshot 1.3)
Select a Record type and click Continue (Screenshot 2)
Enter the number of hours before the flight at which the fee will take place; select 'Term at Signature' if the fee applies immediately after the quote has been signed (Screenshot 3.1)
Enter the percentage of the price of the flight that will need to be paid (Screenshot 3.2)
Click Save
These terms will be taken into account for trips arranged by this account
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Set up Aircraft Cancellation Terms
Navigate to an Aircraft
Click on Cancellation Terms related list located on the right-side of the page (screenshot 1.1) or Navigate to Related tabe and scroll down to find the Cancellation
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Term related list
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screenshot 1.2)
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Click New to create a New Cancellation Term (Screenshot 1.3)
Enter the number of hours before the flight at which the fee will take place; select 'Term at Signature' if the fee applies immediately after the quote has been signed (Screenshot 3.1)
Enter the percentage of the price of the flight that will need to be paid (Screenshot 3.2)
Click Save
These terms will be taken into account for trips using this aircraft
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Set up Operator Cancellation Terms
Navigate to an Account which is an Operator (The field 'Is Operator' has a value of 1)
Click on or scroll down to the Cancellation Terms related list and click New Cancellation Term (Screenshot 1)
Select a Record type and click Next (Screenshot 2)
Enter the number of hours before the flight at which the fee will take place; select 'Term at Signature' if the fee applies immediately after the quote has been signed (Screenshot 3.1)
Enter the percentage of the price of the flight that will need to be paid (Screenshot 3.2)
Click Save
These terms will be taken into account for trips operated by this account
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System Logic for Cancellation Terms
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