Overview

 Engagement Orders and associated Deliverable Orders move through various stages from the time they are created. Likewise, Payment Claims and subsequent Invoices move through stages. 

At various points in the workflow, control of the Order/Claim/Invoice moves back and forward between the Client and the Provider.  At each of the various stages, specific LPG roles will have control of the Order/Claim/Invoice.

The Recall functionality allows the User to move the Order/Claim/Invoice back one stage at a time.

The Cancel functionality allows the client to cancel an Order that has not been accepted by the Provider; or the Provider to cancel an order or an invoice.

The Stop functionality allows the Client to send a Notice of Cancellation to the Provider.  The Provider can either agree to the Stop request which causes the order to be cancelled, or they can submit a claim for payment in response to the request if they had already commenced work against the Order.

Procedure

Stop Orders

Once an Order has been accepted by the Provider, it cannot be directly cancelled by the Client.  A Stop notification can be issued to the Provider which is a request for cancellation. 

1. This is done from the View screen of the order which can be opened by:

a. clicking on the Order ID from the Matter screen
b. retrieving the order from the My Work search
c. picking up the order from the viewable worklist Work in Progress – Orders Open (View Only)


2. Scroll to the bottom of the View Order screen, and click on the Stop Order button

3. A confirmation screen is displayed at the bottom of the screen allowing the user to confirm the Stop request and to provide a reason.

4. The Provider will receive notification of the Stop request and will have the ability to confirm cancellation or request payment by submitting a Claim.