Unlink a Project | Prime

Important things to know

  • Posted Projects | Primes can be unlinked. This may be applicable if a Sage Construction Management Project | Prime Contract was manually linked to the wrong Sage Intacct Customer | Sub Customer.

Instructions

  1. Select Accounting Link > Projects, Estimates & Contracts.
  2. Click View Projects | Primes - Posted in the Project | Prime Contract Status section.
  3. Select the checkbox for the Project | Prime to be unlinked.
  4. Click Unlink Selected Projects | Primes.
If you are switching accounting systems and neglect to unlink active jobs before uninstalling the AccountingLink, you can alternatively use the Unlink Transaction option under the Accounting Status section of the Prime Contract to unlink the contract even after the accounting system has changed.