@salliehutchinson1 FYI Pam says: Here is the process when a client cancels with SPC, regardless of whether there was a pre-bill or not:
End meters are collected or run in the database
Final billing is created and sent to client/vendor
All equipment in DMS then gets marked Traded
All equipment in DMS then gets archived to close them out, which removes all equipment from the active machines table (current_devices)
The client is marked Inactive
In the past, I have left equipment in the DMS active machines table. However, unless I see a need to keep them thereafter a client has canceled (for example, NHSAU 25, which canceled 12/31/18), I may still want to get them out of the DMS, as long as they are in the archive table for posterity. We still need that volume to be included in the Annual Report's average cost/copies per student charts and references.