Use the Remove Refused/Closed Jobs window to select and remove jobs with a Closed or Refused status from your current company.
Note: You must have Supervisor permissions and exclusive company access to open this window.
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, 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].
| 1 | Create a backup copy of your current company. |
| 2 | Open 3-5 Jobs (Accounts Receivable) and 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. |
| 6 | Click [Remove Jobs] after verifying the selected jobs to remove them from your company. |
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.