Unlink Account Payable (AP) transactions
Posted transactions can be unlinked when they’ve been manually associated with the wrong project or when substantial updates are required. In these cases, unlinking allows the transaction to be corrected and then re‑posted accurately in Sage 100 Contractor.
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Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View POs - Posted in the Sage CM POs section.
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Specify the From Date and To Date as needed to filter the results by date.
- Select the purchase order to be unlinked.
- Select Unlink Selected POs.
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Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View Subcontracts - Posted in the Sage CM Subcontracts section.
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Specify the From Date and To Date as needed to filter the results by date.
- Select the subcontract to be unlinked.
- Select Unlink Selected Subcontracts.
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Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View SCOs - Posted in the Sage CM SCOs section.
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Specify the From Date and To Date as needed to filter the results by date.
- Select the subcontract change order to be unlinked.
- Select Unlink Selected SCOs.
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Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View Bills - Posted in the Sage CM Bills section.
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Specify the From Date and To Date as needed to filter the results by date.
- Select the bill to be unlinked.
- Select Unlink Selected Bills.
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Go to Accounting Link and select the Accounts Payable (AP) tab.
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Select View Sub Invoices - Posted in the Sage CM Sub Invoices section.
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Specify the From Date and To Date as needed to filter the results by date.
- Select the sub invoice to be unlinked.
- Select Unlink Selected Sub Invoices.
Warning: Transaction has been unlinked so be sure to delete the corresponding record in the accounting system prior to reposting to avoid any duplicates.