Users can delete purchase orders NOT already sent to Accounting, and NOT already approved for payment. The purchase order may be deleted from the Issue Purchase Orders tab in the Issue Purchase Orders screen, or it may be deleted from the Purchase Orders tab in the Send to Sage Timberline® Office Accounting screen.
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Users are granted the privilege to delete purchase orders in Security Management. |
Click the Issue Purchase Orders tab at the bottom left of the Issue Purchase Orders screen.
Click the Sort By drop-down menu, and choose Release Code/Activity.
Expand the tree in the left side of the screen to the Purchase Order level. The issued Purchase Order number appears.
Right-click the Purchase Order to delete.
Click Delete Purchase Order in the drop-down menu.
Or, click the Purchase Order to delete, then click the Delete Purchase Order icon in the screen's toolbar.
The confirmation window appears. Make the appropriate selection.
To abort the deletion process, click Cancel.
To make the items in the purchase order available to reissue, and to leave the Job Cost budget as originally issued, click Yes.
To delete the items in the purchase order from the Issue Purchase Orders screen (items will NOT be available to reissue), and to delete the Job Cost budget for these items, click No.
Another Confirm message appears, notifying the user of the purchase order deletion. Select whether to continue.
To continue with the PO deletion, click Yes. As a result, the PO is removed from the Approve Payment of Purchase Orders screen. As the user had not already sent the PO to Sage Timberline Office Accounting, no record of the PO will exist in Job Cost.
To cancel the deletion process, click Cancel.
If Yes was selected, the confirmation message appears, "Send delete notification to supplier?" Make the appropriate selection.
To notify the supplier that the purchase order has been cancelled, click Yes (The supplier will be notified via the assigned Document Delivery Mode for the supplier).
If it is not necessary to notify the supplier, click No.
If Yes was selected, the Supplier Notification Processor log appears, indicating if the notification was successful.
A confirm message appears, asking the user, "Print prices on purchase orders?" Make the appropriate selection.
Click Yes to print prices on the PO, and the Windows Print dialog appears. Select the printing parameters to print the hard copy.
Otherwise, click No.
A "Succeeded!" message should appear. If not, click the Retry Failed Items button.
If the log was successful, click the Clear Successful Items button.
Click Close to exit the screen.
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The Delete Purchase Order option will not be available if the purchase order has already been approved for payment. |
An alternative method for deleting a purchase order NOT already approved for payment is to delete it from the Purchase Orders tab within the Send to Sage Timberline Office Accounting screen.
See the topic Delete Purchase Order in Send to Sage Timberline Office Accounting, for more information.
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