• "Warning: This Work Order cannot be deleted because it has jobs that have been Invoiced or Closed."


Resolution Steps

  • If a Work Order has been invoiced, it is best practice not to delete it to maintain data integrity.
  • However, if there was an error and the customer wants to remove the Work Order from the records, the following steps must be completed first:

  1. Void any invoices created from all the jobs of that Work Order.
  2. Remove all labor hours from all the jobs of that Work Order.
  • Once those steps are completed, the system will allow the Work Order to be deleted.

  • To delete the Work Order:
  1. Click on the desired Work Order.
  2. On the upper-right, click More (three dots icon) > Delete.
  3. OPTIONAL: An Inventory Updates confirmation page may appear.  Select the desired option.
  4. Click Continue.

 

Verification/Confirmation: A deleted work order will appear in red text in the Work Order list.  Additionally, it will display the message "You are viewing a deleted Work Order."