Delete a Commitment Synced with Sage 300 CRE®

Objective

To delete a purchase order or subcontract from Procore after its been synced with Sage 300 CRE®. 

Background

If you need to delete purchase order or subcontract after its been synced with your Sage 300 CRE®, you must first disconnect the link that exists between the two records in each system (see Unlink Commitments Synced with Sage 300 CRE®). After the records are unlinked, you may delete the purchase order or subcontract as described below. 

Things to Consider

• Required User Permission:
  • 'Admin' permissions on the project's Commitments tool. 
• Requirements:
  • The commitment must be synced with Sage 300 CRE®. See Export a Commitment to Sage 300 CRE®. 
• Additional Information:
  • Delete actions are recorded in the Change History tab on the purchase order or subcontract. 
• Limitations:
  • Once deleted, the data is permanently removed from Procore and cannot be retrieved.

Prerequisites

• Unlink Commitments Synced with Sage 300 CRE®

Steps

1. Navigate to the project's Commitments tool. 
2. Locate the purchase order or subcontract that you want to delete.
3. Click View or Edit. 
4. Select Draft in the Status drop-down list. 
5. Click Save.
6. Click Delete.

See Also

• Unlink Commitments Synced with Sage 300 CRE