Purchase Orders
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      2. Purchasing
      3. Purchase Orders

      Delete a Purchase Order

      Remove Purchase Orders from OnCost™ Purchasing with ease

      BACKGROUND

      Managing Purchase Orders effectively is crucial for maintaining accurate financial records and ensuring smooth project workflows. With ConstructionOnline's OnCost Purchasing module, construction companies are provided with unparalleled flexibility in not only documenting Purchase Orders, but managing them through the approval and payment process. In instances where companies may need to remove outdated, incorrect, or unnecessary orders, ConstructionOnline™ offers easy-to-use deletion options so companies can keep their project data clean, relevant, and accurate. 

      STEPS TO DELETE A PURCHASE ORDER

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Purchasing category. 
      3. Within the Purchasing pane, locate the Purchase Order you wish to delete. 
      4. Right-click on the Purchase Order and select the "Delete" option. 
      5. Confirm you want to delete the selected Purchase Order by clicking the red "Delete" button. 
        1. The Purchase Order will be removed from the Purchasing feature and cannot be recovered. 
        2. Any Bills or Payments connected to the Purchase Order will NOT be removed from ConstructionOnline; however they will be unlinked from the Purchase Order that has been deleted.

      👋 Helpful Hint

      Need to delete more than one Purchase Order? Streamline your financial management and save valuable time by deleting multiple Purchase Orders with efficient bulk actions. The bulk delete action can be performed by marking the checkbox next to the desired Purchase Orders and then choosing the "Delete" option. 

      ADDITIONAL INFORMATION

      • Subscription Level: ConstructionOnline's Purchasing module is available for companies with current ConstructionOnline subscriptions at the Team, Business, and Enterprise levels.
      • Permissions: ConstructionOnline Company Users must have Purchase Orders, Bills, and Payments permissions set to "Can Create, Edit & Delete" in order to delete Purchase Orders.
        • Purchase Orders, Bills, & Payments permissions are set and managed at the Company level. For more information on editing Company-Level permissions, visit this FAQ.
      • ClientLink™/TeamLink™ Access: ClientLink and TeamLink Users do not have access to the Purchasing feature via the Project Portal.
      • CO™ Mobile App: The Purchasing feature is exclusively available via browser access to ConstructionOnline. 
        • The Purchasing feature cannot be accessed through the CO Mobile App.

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.