Unlink a SCO

Important things to know

Posted SCOs can be unlinked in case a SCO has been manually linked to the wrong project.

Posted SCOs are also unlinked if significant changes need to be made to the transaction, which should be then re-posted to Sage Intacct. This also requires deleting the original transaction in Sage Intacct to prevent duplicates.

Instructions

1. Select Accounting Link > Accounts Payable (AP).
2. Click View SCOs - Posted in the Sage CM SCOs section.
3. Select the checkbox for the SCO to be unlinked.
4. Click Unlink Selected SCOs.
   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.