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Cancelling a Transaction

The following topic describes how to cancel a transaction. The Cancel button will cancel but will not delete all of the data associated with the transaction. When the Cancel button is clicked, it marks the transaction as voided, but is sent back to the system as a no signature activity.

To cancel a transaction

1. Navigate to the Activities screen, then the Contact Call Detail screen.

   Alternatively, navigate to the Activities screen, then the Accounts Contacts Call detail screen.

2. Select a sample from Samples Dropped.
3. Click Detail to open the PCD Viewer.

   The PCD viewer auto-loads the optimal set of messaging plans for each customer interaction.

4. Click Sign from the PCD Viewer toolbar.
5. Capture a signature.
6. Cancel the changes if required.

When you click the Cancel button in signature control, a cancelled transaction record will be written to the Siebel database only if the transaction was valid. A transaction is valid only when it passes all the validation checks and the signature was captured but the action was cancelled.