Unlink a PO CO

PO COs that have either been successfully posted or failed to get posted can be unlinked. Posted POs may need to be unlinked in case they have been manually linked to the wrong project, or if significant changes need to be made to the transaction. This also requires deleting the original transaction in Sage Intacct to prevent duplicates.

1. Select Accounting Link > Accounts Payable (AP).
2. Select View PO CO in the Sage CM PO COs section.
3. Select one of the following options in the Posted Status dropdown:
   • Posted
   • Posting Failed
4. Select one or more PO COs that need to be unlinked.
5. Select Unlink Selected POs > 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.