Removing and Verifying Refused/Closed Jobs

Use the Remove Refused/Closed Jobs window to select and remove jobs with a Closed or Refused status from your current company.

When Sage 100 Contractor removes a job record, it also removes job-related records, including schedules, job costs, takeoffs, progress billing, time and materials setup, closed purchase orders, subcontracts, change orders, budgets, proposals, and accounts payable and receivable invoices assigned status 4-Paid or 5-Void.

Before removing jobs

Before removing jobs, make sure jobs assigned status 2-Refused or 6-Closed meet the criteria for removal—$0 balance and all invoices and credits are status 4-Paid or 5-Void, for example. Verify jobs selected for removal by clicking [Verify Job Removal].

To remove refused or closed jobs:

1. Create a backup copy of your current company.
2. Open 3-5 Jobs (Accounts Receivable), and then select Options > Remove Refused/Closed Jobs.
3. In the Remove Refused/Closed Jobs window, select either the Refused or Closed jobs status option to display a corresponding list of jobs.
4. Select one or more jobs from the list for removal or click [Remove All] to select all jobs in the list.
5. Click [Verify Job Removal]. Sage 100 Contractor checks each selected job to confirm its status and confirm that it is ready to be removed. If a job cannot be removed for one or more reasons (it has outstanding invoices against it, for example), Sage 100 Contractor displays the reasons in a message.
6. Click [Remove Jobs] after verifying the selected jobs to remove them from your company.