Delete Purchase Orders in the Send to Timberline® Accounting Screen

A purchase order may be deleted if it was NOT already sent to Sage Timberline Accounting, and has NOT been 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 Timberline Accounting screen. Because no data has been sent to Sage Timberline Accounting yet, there is nothing to back out if a PO is deleted at this point.

To delete a purchase order:

1. In theSend to Accounting screen, click thePurchase Orders tab.

2. • Sort the list by job or supplier.
     
     

2. Click on the Purchase Order Number(s) to delete.

3. • Delete multiple purchase orders in the list by using the left-mouse click + <Ctrl> key to select multiple, non-consecutive POs or the left-mouse click +<Shift> key to select multiple, consecutive POs.

3. Click the Delete Purchase Order(s) icon.

4. Click Yes in the confirmation window, or click Cancel to abort the deletion.

5. ClickSave to keep the changes or, click Cancel to discard them.

6. Click Yes to notify the supplier of the deletion, or click No if no supplier notification is not needed.

7. If Yes is selected in the previous step, the message, "Print prices on purchase order?" appears. Click Yes or No.

8. • If Yes is selected in the previous step, the Supplier Notification Processor log appears, indicating if the notification was successful.

   • A confirm message appears, asking the user, "Print prices on purchase orders?"

9. • 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.

8. If the log was successful, click the Clear Successful Items button.

9. Click Close to exit the screen.

As a result, the items on the deleted purchase order will be available for reissue in the Issue Purchase Orders screen. The deleted purchase order will no longer be available in the Approve Payment of Purchase Orders screen, and no record of the original purchase order will exist in Sage Timberline® Office Job Cost.

Related Topics

Overview of Send to Sage Timberline Accounting Screen

Send Budgets to Sage Timberline Accounting

Send Purchase Orders to Sage Timberline Accounting

Change Supplier for Purchase Order

Delete Purchase Order in Send to Sage Timberline Accounting Screen

Send Invoices to Sage Timberline Accounting

Un-approve an Invoice

Correcting Import and Posting Errors

Manually Creating Sage Timberline Macros for the Send to Accounting Screen