The Multi Cancel/Delete Wizard allows for the deletion of multiple budgets and multiple purchase orders. Job Cost entries to reverse budgets and purchase orders are also created for purchase orders not already approved for payment (in full or partially paid). This topic will show how the wizard supports phase release workflows by displaying budgets in an Area and Phase/Cost Code/Job/Model and Option hierarchy and purchase orders in an Area and Phase/Supplier/Original Contract/Activity/Purchase Order hierarchy.
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The Multi Cancel/Delete Wizard will not be available in the Issue Budgets or Issue Purchase Orders screens unless the user has been granted the Multi Cancel/Delete Wizard permissions in Security Management. |
Click the following link for a complete overview of the conditional and unconditional deletion available in the Multi-Cancel/Delete Wizard.
POs will appear in the hierarchy phase/supplier/purchasing contract or purchasing contract change order (appear as separate nodes under the same level)/job or lot in pay point sequence.
Constraints were added when selecting POs to cancel/delete:
(For POs attached to the purchasing contract node) - If one PO is selected under a job or lot, then all POs under that job or lot are selected. Individual POs cannot be deleted or canceled within the same job or lot. Additionally, if any purchasing contract change orders exist for that purchasing contract, all change order POs for that job or lot will be automatically selected and cannot be unselected while POs under that purchasing contract remain chosen for cancellation/deletion.
(For POs under a purchasing contract change order node) – These POs can be selected and unselected as necessary, as long as none of the POs under the related purchasing contract are selected for the specific job or lot to which they belong.
When a purchase order linked to a purchasing contract is canceled/deleted, all other POs for the same job or lot within the scope of the purchasing contract are also marked for cancellation/deletion. This process prevents incorrect pricing if the original PO item is re-priced during theActivate Supplier Contract Change Order function and the additional lump sum item is also reissued.
In the Issue Budgets or Issue Purchase Orders screens, ensure the sorting view is selected as Phase Releases.
Click the Multi Cancel/Delete Wizard icon in the screen's toolbar.
Or, right-click at any level node in the estimate tree, and select Multi-Cancel Delete from the pop-up menu.
The first page of the wizard, the Cancel/Delete Budgets screen, appears. Each column header is sortable in ascending and descending order.
All issued budget items not previously cancelled appear in the first page of the wizard. To skip this screen, click the Next button, and go to step 1 in the next section.
Or, click the associated checkbox(es) to select the budget(s) to delete and proceed to the next step.
Click to process the selected budget items, then click Next to continue to the second page.
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At any time, click the Close button to exit out of the wizard, before or after cancelling/deleting budgets and/or purchase orders. |
The second screen of the wizard, the Cancel/Delete Purchase Orders screen, appears. All issued purchase orders not previously cancelled, approved in full or partially paid for payment, appear in the second screen of the wizard. Each column header is sortable by PO number, supplier, type, amount, tax, issue date and purchasing activity/number.
If cancelling POs, click the checkbox(es) to select the purchase order(s) to cancel/delete and make available for reissue.
Or, to skip this screen, click Next, and go to the next page of the wizard,Unconditional Deletion of Purchase Orders.
Click for the selected purchase order(s), and the confirmation message appears asking the user "Do you wish to send a cancel notification to (supplier name)?"
Click No,No to All,Yes, or Yes to All. (IfNo orNo to All, go to step 4 below.)
If Yes or Yes to All, the user is prompted with a message, "Print prices on purchase orders?"
The Print dialog appears, allowing the user to define the printing parameters. After they are defined, click OK.
The Supplier Notification Log appears, notifying the user whether or not the supplier was notified of the PO cancellation. Any error messages will appear in this log. The PO's hard copy prints out to the specified printer.
Click the Clear Successful Items button then click Close.
The last message appears, notifying the user, "There were notifications successfully sent. Do you wish to update the system with the date sent for these items now?" Click Yes orNo.
ClickNext to continue to page three of the wizard.
The third screen of the wizard, the Unconditional Deletion of Purchase Orders screen, appears. All issued purchase orders for the selected job appear in this screen, including approved purchase orders (for payment in full and partially paid).
If deleting purchase orders, click the checkbox(es) for purchase order(s) to delete from the job.
Or, to skip this screen, clickNext and go to step 6.
Click to process the selected purchase orders.
A warning message appears, asking to verify the PO deletion(s).
To continue the PO deletion(s), type "yes."
Deleting the selected purchase orders is an irreversible action. ClickContinue to delete the purchase order(s), and proceed to Step 6 below.
Or, clickCancel to abort the PO deletion(s), and return to page three of the wizard.
TheInformation dialog appears, asking the user if the last PO number should be reset.
Click Yes or No, then click theNext button to proceed to the last Summary screen.
The fourth and final page of the wizard, the Summary screen, displays the number of cancellations/deletions in each category. A note will also display if Accounting transactions were created that the user needs to Send to Accounting.
ClickClose to exit the wizard.
How to Assign, Edit and Delete Pay Points
Models/Options by Community Screen
Issue Budgets by Phase Releases
Issue Purchase Orders by Phase Releases
Send Purchase Orders to Job Cost by Supplier