The solutions outlined below assume that Commitment Change Orders didn't originate in the Purchasing application.

Choose an option below depending on the activity you've entered against the commitment.

• Delete the commitment: Use this option if you don't have commitment change orders or you have change orders entered through Project Management
• Move the commitment: Use this option if you have commitment change orders entered in Job Cost

Delete the commitment

You have to reverse any Accounts Payable invoices or Project Management commitment change orders before deleting the commitment.

Some steps won't apply for your process, depending on what entries you’ve created.

Back up your data

Back up company data with the System Administrator.

Delete commitment change orders in Project Management

1. Go to Project Management, Contract Control, Commitment COs.
2. Click Find, and select the applicable job and commitment.
3. Select the commitment change order and then click OK.
4. Click Delete.
5. Click Yes at the message, Are you sure you want to delete Commitment CO [change order number].
6. Select the Enter new transaction date checkbox to enter a date, or click OK to accept the default. The reversal transactions use the same day as the original change order by default.
7. Repeat steps 4 and 5 for each applicable Commitment CO.
8. Click Close.

Unapply Accounts Payable invoices

1. Go to Accounts Payable, Tasks, Change Invoices.
2. Enter the vendor and invoice information.
3. Remove the commitment ID from the distributions lines.
4. If you paid the invoice and can't remove the commitment, enter correcting distributions and a zero dollar payment.
   
   NOTE:

   Enter the commitment on the negative adjusting distribution. Enter the Job and Cost Code, but no commitment on the positive adjusting distribution.

5. Repeat steps 1-4 for all invoices related to the commitment.
6. Delete lien waivers for the commitment in Accounts Payable, Tasks, Subcontractor Compliance Management.
7. Select the applicable Job and Vendor for the commitment.
8. Highlight any Lien Waivers created and click Delete Selected.
9. Post entries in Accounts Payable and Job Cost in Tasks and Post Entries).

Delete the commitment

1. Go to Job Cost, Tasks, Commitments or Project Management, Contract Control, Commitments.
2. Enter the commitment ID.
3. Click Delete Commitment.

Move the commitment

You’ll move the commitment and transactions, instead of deleting it.

Back up your data

Back up company data with the System Administrator.

Unapply Accounts Payable invoices

1. Go to Accounts Payable, Tasks, Change Invoices.
2. Enter the vendor and invoice information.
3. Remove the commitment ID from the distributions lines.
4. If you paid the invoice and can't remove the commitment, enter correcting distributions and a zero dollar payment.
   
   NOTE:

   Enter the commitment on the negative adjusting distribution. Enter the Job and Cost Code, but no commitment on the positive adjusting distribution.

5. Repeat steps 1-4 for all invoices related to the commitment.
6. Delete lien waivers for the commitment in Accounts Payable, Tasks, Subcontractor Compliance Management.
7. Select the applicable Job and Vendor for the commitment.
8. Highlight any Lien Waivers created and click Delete Selected.
9. Post entries in Accounts Payable and Job Cost in Tasks and Post Entries).

Reverse commitment amounts

Reverse both the original commitment amounts and any approved commitment change orders.

You can't delete commitment change orders created in Job Cost, but you can reverse them so the totals wash.

1. Go to Job Cost, Tasks, Commitment COs.
2. Enter and approve a change order to reverse the total approved changes.
3. If pending change orders exist for the commitment, change the status to Not issued or Denied.
4. Confirm the commitment has zero approved change balances.
5. Remove the original amounts from the Enter Commitment window.

Move the commitment and transactions

Move commitment and transactions to an archive folder.

1. Go to Job Cost, Tools, Move, Commitments.
2. Enter a destination path and file name.
3. Click Ranges and select the commitment to move.
4. Click Start.
5. From the Tools menu, select Move, Transactions, Current to Current.
6. Enter a condition for the commitment ID.
7. Click Start.

How do I void an Accounts Payable check or payment?

When I attempt to delete a commitment the module freezes.

Warning: Invoices have been generated against this Commitment or commitment CO amounts have been applied against it.