In the Issue Budgets/Purchase Orders screen, click the estimate level node.
Click the Delete Estimate icon.
Or, right-click the estimate, and select Delete Estimate from the pop-up menu.
Alternatively, click the estimate, then select Delete Estimate from the Issue Budgets/Issue Purchase Orders menu.
A warning message appears:
Click OK to continue, which launches the Budget/PO Deletion Wizard.
The wizard assists in the clean up of budgets and purchase orders prior to deleting an estimate. See the topic on the Multiple Cancel/Delete Wizard for more information.
After the wizard is completed, a prompt will appear, asking the user to reset the last PO number (or not).
ClickYes to reset the last PO number to zero.
Otherwise, click No.
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Note |
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The Budget/PO Deletion Wizard will not proceed to the actual deletion of the estimate until any pending budget reversals or purchase order cancellations for the job have been sent to Job Cost. |
Once the reversing entries are sent to Job Cost, click the Delete Estimate icon again.
Click Next to skip through the wizard.
The estimate will be deleted after the wizard is closed.
If reversing entries have not been sent to Job Cost, a Confirm message appears, notifying users of estimates that contain POs, and that items already issued on POs will not be deleted. To completely delete the estimate, the user needs to first delete the estimate's purchase orders.
Select Yes to continue, No to skip the estimate, or Cancel to exit the deletion process.
Verify all files in Send Budgets to Accounting and Send Commitments to Accounting are sent and completed without errors.
Click the Delete Estimate icon again.
Click Next to skip through the wizard. The estimate is deleted after the wizard is closed.
Click Save.
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