How to delete a project
2015-12-10
Hello,
We do not use projects, but when I tried to Create an invoice from the Sales Order, I accidentally created a project instead.
And now I can't create an invoice.
How can I delete or get rid of this project?
Thanks
HansaWorld USA
2015-12-10
Hello,

You should be able to just remove the Project number from the Project field.
If you want to delete the project record, then you can open the record by highlighting the project number on the Sales Order and then press F2 - this will open the Project Record
Once you have the project record open, you can select 'Delete' from the Record menu on top.

HansaWorld Support Team
Paul Timms
2015-12-11
If you don't have the Job Costing module enabled, you will not be able to delete the project itself. But if you unOK the order, you should be able to delete the Project from the field on the order. If you want to delete the Project record itself, you can go into System>>Settings>>Configuration>>Verticals, and tick Job Costing. Go to the Job Costing module, open the Projects register, then open the project and delete it (Record>>Delete). Then go back to Configuration and untick Job Costing.

Newer versions of Enterprise and Standard ERP can detect whether you have Job Costing enabled, and if you don't, the options to create project and project budget are removed from the Operations menu.

Regards

Paul Timms
IT System Integrators Ltd
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