If you don't follow these steps, you can receive a variation of the following messages when trying to delete:

• "All associated categories for this cost code must be removed before the cost code can be deleted"
• "All Cost Codes records for this job must be removed before the job can be deleted"

Due to possible complications if you don't perform this process correctly, we recommend you contact your Sage Consultant or Sage Expert Services for assistance.

Considerations

If the job number is incorrect and you only entered an estimate, you can use the Copy Job feature to create the correct job number. Then follow the steps below to remove the incorrect job.

You can only delete a job with no activity. Reverse all transactions or move them out of the Current file before deleting the setup or moving the job.

Verify transactions are reversed

1. Make a backup of your data.
2. Post all entries in the new.jct file.
3. Run the Entries by Job report on the current file and range on the job. You'll only see items from interfacing applications to Job Cost on this report.
4. Post any existing unposted items in interfacing applications for this job. Then reverse the entries in the interfacing application and post if necessary.
5. Then run the Entries by Job report and verify that each entry has a reversing entry.

If you need to delete the full job, go to the Delete setup option below.

For removing an entire job, you can also use the option of moving it to another folder. See the Move Job option below.

Delete setup

Delete the categories, cost codes, extras, and job. Start at the lowest level first. For example, to delete a cost code, you must first delete any categories associated with that cost code. See steps to delete a job in Project Management, if needed.

1. Delete a category (if used):
   1. From the Setup menu, select Categories.
   2. Select the Job, the Extra (if used), the Cost Code, and select the Category.
   3. Press ENTER and click Delete.
   4. Click Yes on the message "Delete this category?"
   5. Repeat these steps for each category you want to delete.
2. Delete a cost code:
   1. After you delete all the categories, go to Setup, Cost Codes.
   2. Select the Job, the Extra (if used), and select the Cost Code.
      
      NOTE:

      If you're trying to delete a group cost code, delete the associated cost codes first.

   3. Press ENTER and click Delete.
   4. Click Yes at the message, "Delete this Cost Code?"
   5. Repeat these steps for each cost code you want to delete.
   6. Delete the associated group cost codes, if needed. 
3. Delete an extra (if used):
   1. After you delete all the categories and cost codes, go to Setup, Extra.
   2. Select the Job, and then select the Extra.
   3. Press ENTER and click Delete.
   4. Click Yes at the message, "Delete this Extra?"
   5. Repeat these steps for each extra you want to delete.
4. Delete a job:
   1. After you delete all the categories, cost codes, and extras, from the Setup menu, select Jobs.
   2. Select the Job.
   3. Press ENTER and click Delete.
   4. Click Yes at the message, "Delete this Job?"
   5. Repeat these steps for each job you want to delete.

Move Job

After you reverse all activity that affects interfacing applications, it can be easier to move the transactions and job instead of deleting the setup.

If you plan to reuse the job number, you'll want to move the job to a folder other than your usual archive folder.

If you use Project Management, after moving the job in Job Cost, you can delete the job in Project Management.

Optional: If you use Procore

When you're deleting the job so you can sync the job to Procore, reconcile the job in HH2 before syncing. If you know how to access your HH2 portal, open the job and reconcile it. Contact Procore support for help if you can't reconcile the job.