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).
|
Note |
|
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. |
Only budgets sent to Job Cost on demand are available for deletion/cancellation.
Only budgets issued for the job that have not been cancelled are available for deletion/cancellation.
Budgets that have already been sent to Job Cost and are selected for deletion/cancellation:
Will be cancelled in Purchasing.
A reversing entry will be created in theSend Budgets to Accounting screen.
The items associated to the budget will be available for budgets to be reissued after the reversing entry has been sent to Job Cost.
Budgets NOT already sent to Job Cost and selected for deletion/cancellation:
Will be deleted in Purchasing.
The items associated to the budget are available for immediate reissue.
All purchase orders issued for the job that have not been cancelled, fully approved or partially paid will be available for deletion/cancellation.
Purchase orders that have been sent to Job Cost and are selected for deletion/cancellation:
Will be cancelled in Purchasing.
A reversing entry will be created in Send Commitments to Accounting.
The items associated to the purchase order will be available for purchase orders to be reissued after the reversing entry has been sent to Job Cost
If budgets are sent to Job Cost on issue of PO:
The budgets associated to the selected purchase orders will also be cancelled.
A reversing entry will be created in Send Budgets to Accounting.
The budgets associated to the selected purchase orders will be available to be reissued after the reversing entry has been sent to Job Cost.
Purchase orders that have NOT been sent to Job Cost and are selected for deletion/cancellation:
Will be deleted in Purchasing.
The items associated to the purchase order will be available for purchase orders to be reissued immediately.
The user will be prompted to send cancellation notifications to suppliers for the purchase orders that are cancelled or deleted.
ALL purchase orders issued for the selected job INCLUDING those that have been cancelled, approved for payment in full, or partially paid, will be available to select for deletion.
Purchase orders already sent to Job Cost and selected for deletion:
Will be deleted from Purchasing.
Reversing entries will NOT be created or sent to Job Cost for purchase orders deleted in this screen.
It is assumed the user has taken corrective measures in Job Cost for all the purchase orders selected for deletion.
Items associated with deleted purchase orders will be available for immediate purchase order reissue.
These items are not flagged as reissued items, unless they were issued on a previously cancelled purchase order.
If budgets associated with the deleted purchase orders have been sent to Job Cost:
The budgets associated to the selected purchase orders will be cancelled.
A reversing entry will be created inSend Budgets to Accounting.
Budgets associated to the selected purchase orders will be available for reissue after the user sends the reversing entry to Job Cost.
If budgets associated with the deleted purchase orders have NOT been sent to Job Cost:
Budgets associated with the selected purchase orders will be deleted, and will be available for immediate reissue.
If all purchase orders are selected for deletion in this screen, the user is prompted to reset the Last PO Number for the job back to zero.
The user will be prompted to send cancellation notifications to suppliers for the deleted purchase orders.
In the Issue Budgets or Issue Purchase Orders screens, 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.
|
Note |
|
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 need to be sent to Accounting.
ClickClose to exit the wizard.
Overview of Issue Purchase Orders Screen
Add Change Orders or Variance Purchase Orders
Delete Purchasing Activities or Items
Print or Re-Print Purchase Orders
Send Purchase Orders to Suppliers
Issuing Purchase Orders if Budgets are Finalized in Sage Timberline Office Job Cost