Delete a Commitment

Objective

To delete a purchase order or subcontract from a project's Commitments tool.

Background

When you delete a purchase order or subcontract using the steps below, Procore permanently moves it to the Recycle Bin. 

Things to Consider

• Required User Permission:
  • 'Admin' on the project's Commitments tool.
• If your company has activated the ERP Integrations tool:
  • Colour-coded icons appear to help you quickly identify the state of a purchase order or subcontract that has been integrated with a third-party ERP system (for example, QuickBooks® or Sage 300 CRE®). See What do the ERP icons mean? 
  • You cannot delete a purchase order or subcontract that has been synced with a third-party ERP system without performing some extra steps. For details: 
    • QuickBooks: See Delete a Commitment Synced with QuickBooks®.
    • Sage 300 CRE: See Delete a Commitment Synced with Sage 300 CRE®. 
• Additional Information:
  • If the Delete button is grayed out and unavailable, check to see if the status is set to 'Approved'.  You must change the status before it can be deleted. 
  • Deleted purchase orders and subcontracts are moved to the Recycle Bin and cannot be retrieved. 

Steps

1. Navigate to the project's Commitments tool.
2. Click the Summary or Detailed tab. 
3. Locate the purchase order or subcontract that you want to delete. 
4. Click View or Edit.
5. Click Delete.

    Warning

   • If the button is grayed out and unavailable, check to see if the status is set to 'Approved'.
   • Procore does NOT permit you to delete 'Approved' purchase orders or subcontracts. You must change the status before it can be deleted. 
   • When you delete a purchase order or subcontract, Procore permanently moves it to the Recycle Bin.
   • Purchase orders and subcontracts cannot be retrieved from the Recycle Bin at a later time. 
6. Click OK on the confirmation window.
   The system moves the deleted purchase order or subcontract to the Recycle Bin.

See Also

• What is Procore's Recycle Bin?