Deleting jobs
Deleting a job in the 3-5 Jobs (Accounts Receivable) window requires that the job have a status of Closed or Refused. In addition, the job cost records existing in the current year must have a status of Open.
You cannot delete a job in 3-5 Jobs (Accounts Receivable) if:
- There is a balance in a WIP Asset subaccount that matches the job number, and;
- The job is marked as Post expenses to WIP asset account in 3-5 Jobs (Accounts Receivable), and;
- The WIP Asset account is marked to use the Job# as Subaccount in 1-7 Ledger Accounts.
These restrictions help maintain the balance between job costs and the general ledger and the consistency between deleting jobs in 3-5 Jobs (Accounts Receivable) and removing jobs in 1-6 Period/Fiscal Year Management.
To delete a job
- Open 3-5 Jobs (Accounts Receivable).
- Using the data control, select the record.
- On the Edit menu, click Delete Job.
Note: If a WIP job with a balance does not have any current year job costs, you can delete it, but first you have to clear the Post expenses to WIP asset account checkbox.