| How do I delete or void a change order in Project Management? |
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You can delete the change order to completely remove the change order from Project Management, or you can void the change order to retain the records in project management as voided.
Follow the steps below to delete change orders from Project Management:
- In Project Management, from the Contract Control menu, select Change Orders.
- Click Find, and select the job.
- Select the change order and then click OK.If the Status is set to Approved, change the Status to Not Issued and click Save.
- Right click over the triangle and select remove for each Change Request and click Save. NOTE: If you are unapproving the contract item, the contract item will need to be unlinked on the change request after deleting the change order. See article 19207 for how to delete a change request in Project Management.
- Click Delete and then click Yes at the message, Are you sure you want to delete Change Order change order number?.
- Select the Enter new transaction date check box to enter a transaction date or click OK to accept the default date. The reversal transactions use the same day as the original change order by default which is the best recommendation.
- Repeat steps 4 and 5 for each change order.
- Click Close.
- See article 32459 DocLink: How do I reverse Project Management Cost Estimate changes sent to Job Cost? to reverse the estimate amounts and remove references to the contract items.
To void a change order:
- In Project Management, from the Contract Control menu, select Change Orders.
- Click Find, and select the job.
- Select the change order and then click OK.
- Change the Status to Voided and click Save.
- Select the Enter new transaction date check box to enter a transaction date or click OK to accept the default date. The reversal transactions use the same day as the original change order by default which is the best recommendation.
- If you are going to delete the contract item in Contracts related to this change order, clear the Contract Item field and leave blank, then click Save.
- Repeat steps 4 and 5 for each change order.
- Click Close.
- See article 32459 DocLink: How do I reverse Project Management Cost Estimate changes sent to Job Cost? to reverse the estimate amounts and remove references to the contract items.
DocLink: How do I unapprove a contract item with change orders, billings or payments? DocLink: How do I delete a change request in Project Management? DocLink: How do I delete a contract or a contract item?
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