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Depending on how far you have proceeded with the Sub Contracting process (generated inventory transfers or purchase orders), different steps must be completed prior to deleting a sub contract document, if the document can be deleted at all.
No Inventory Transfers or Purchase Orders
The sub contract document may be deleted by simply opening the relevant document in the Sub Contracting module and clicking the Delete button.
Service and/or Material Purchase Order(s) Generated
If a sub contract document has service and/or material purchase orders generated against it, attempting to delete the sub contract document will display the following prompt.
If you click yes, the service purchase order and the sub contract document will be deleted. Material purchase orders will not be deleted as they could potentially be used for other orders. However, all references to the deleted sub contract document will be removed from the material purchase order.
Inventory Transfer Generated
If you try to delete a sub contract document which has an approved inventory transfer generated against it, you will receive the following message:
To proceed with the deletion of the sub contract document the materials allocated to the sub contract must be removed and returned to the unallocated inventory pool. To do this, open the inventory transfer and create a Reversing Transfer. For more information on how to do this please see the Copying / Reversing Transfers section of the user manual.
Once there is no material allocated to the sub contracting document, the document can be deleted successfully.
If the inventory transfer against the sub contract document has not been approved, attempting to delete the sub contracting document will display the following prompt.
To continue with the sub contract document deletion, open the unapproved transfer and delete it. You can then proceed to delete the sub contract document.
Sub Contract Document Deletion via Sales Order Deletion
Sub Contract documents related to sales orders (via Mat Req generation) will be automatically deleted from the system upon deletion of the sales order if all of the following conditions are true:
| 1) | There have been no purchase orders generated against the sub contract document. |
| 2) | There have been no inventory transfers generated against the sub contract document. |
| 3) | The sub contract document has not been approved. |
If one or more of the above conditions is false, the following message will be displayed:
Clicking yes will prompt the system to delete any documents that meet the deletion criteria and leave the documents that do not present in the system for the user to address manually. Remaining documents will no longer be linked to the deleted sales order and must have any inventory transfers and/or purchase orders removed from the system prior to deletion.
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