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
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the purchase order or subcontract that you want to delete.
- Click View or Edit.
- 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.
- Click OK on the confirmation window.
The system moves the deleted purchase order or subcontract to the Recycle Bin.