Unlink a sub Invoice

• Posted sub invoices can be unlinked in case a sub invoice has been manually linked to the wrong project.
• Posted sub invoices are also unlinked if significant changes need to be made to the transaction, which should be then reposted to Sage 300 Construction and Real Estate. This also requires deleting the original transaction in Sage 300 Construction and Real Estate to prevent duplicates.

 

1. Select Accounting Link > Accounts Payable (AP).
2. Click View Sub Invoices - Posted in the Sage CM Sub Invoices section.
3. Select the checkbox for the sub invoice to be unlinked.
4. Click Unlink Selected Sub Invoices.
   The following warning message appears in the Accounting Status section of transactions that have been unlinked:

   Warning: Transaction has been unlinked so be sure to delete the corresponding record in the accounting system prior to reposting to avoid any duplicates.