Unlink a Prime Invoice

Posted Prime Invoices can be unlinked in case a Prime Invoice has been manually linked to the wrong project, or if significant changes need to be made to the transaction, which should be then re-posted 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 Receivable (AR).
2. Click View Prime Invoices - Posted in the Sage CM Prime Invoices section.
3. Select the checkbox for the Prime Invoice to be unlinked.
4. Click Unlink Selected Sub Prime Invoices > OK > Close.
   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.