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Removing Change Order Line Items From an Invoice

You might need to remove line items that originate from a change order if, for example, someone removes approval from or deletes the change order.

You can remove the line items that originate from a change order on an invoice against a pre-commit contract.

To remove change order line items from an invoice's Line Items page

  1. Open the Invoices register.
  2. Select the invoice containing the change orders to remove.
  3. Click the Line Items page.
  4. Click Edit.
  5. Click Remove Change Orders.

    6. The Remove Change Orders dialog box appears.

  6. In the pane on the right-hand side of the dialog box, click Remove next to the change order that you wish to remove from the invoice.

    7. The change order disappears from the right-hand pane.

  7. Click OK.

    8. Proliance removes the selected change order's line items from the Line Items page.

  8. Click Rebalance.

    9. Proliance updates the invoice's Financial Summary and Tax Summary pages.

Note:

  • You cannot delete the line items that originate from the base contract's Schedule of Values page.