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A program will be canceled only if a change order is not an option.
The cancellation process begins once the CSM reaches out to the finance team and requests that the program be canceled. Â
In the rare event that a program needs to be canceled, the finance team needs to remove the revenues as if we would from a changed product, and cancel any associated invoices resetting their amount to 0.
The status of the opportunity product will be updated to "Changed", and the sync between opportunity products and cases will update the case status to be "Changed" as well.
The Delivery Manager should then update the notes in the case and mention that the program has been canceled.
Examples of Program Cancellation Reasons:
The vendor is getting acquired by someone else/orginizational changes within the companies which result in not needing the program anymore.
The program is so unsuccessful and the customer wants it canceled.
The program is paused for too long, trouble getting it started again and reaching the POC. Once we are able to get in touch with them, the POC lets us know that the program is no longer relevant.
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