Delete a Commitment Synced with QuickBooks
Objective
To delete a commitment after it has been synced with an integrated ERP system.
Background
After you sync a commitment an integrated ERP system (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.), you will typically use the change order process when you need to modify a commitment (see Create a Commitment Change Order or Create a Commitment Change Order from a Change Event). However, on occasion, you might need to delete a synced commitment on a project. Since Procore does not permit users to delete synced commitments, the only way to delete the commitment is to unlink it. See Unlink Commitments Synced with QuickBooks® Desktop
After Procore's ERP Team confirms that your commitment has been reset, you can then use the steps below to permanently remove the commitment from Procore.
Things to Consider
- Required User Permission:
- 'Admin' level permissions on the project's Commitments tool.
- 'Admin' level permissions on the project's Commitments tool.
- Prerequisite:
- Complete the steps in Unlink Commitments Synced with QuickBooks® Desktop.
- Additional Information:
- When a synced commitment or change order is deleted from Procore, the delete action is captured in the individual item's Change History tab.
- Limitations:
- After a synced commitment is reset and deleted, the data is permanently removed from the system and cannot be restored.
Steps
- Complete the steps in Unlink Commitments Synced with QuickBooks® Desktop.
- Navigate to the project's Commitments tool.
- Locate the synced commitment (i.e,. subcontract or purchase order) that you requested to delete. Then click View or Edit.
- Update the status of the commitment to Draft.
- Click Save.
- In the right pane, click Delete.