Delete a Receipt

 In Beta

This feature is currently in beta for select Procore customers.

Things to Consider

  • Required User Permissions

  • Deleting a receipt also deletes any child documents such as transfers (including inventory status and warehouse locations) and UOSD defect tickets (including any resolution status on those lines).

  • A posted receipt cannot be deleted.

Steps

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Receipts sub tab.

  4. Click the receipt number.

  5. If the receipt is posted, click the status next to 'Document Status' and click Unpost.
    materials-status.png

  6. Click the hamburger icon-materials-hamburger-menu.png icon for the receipt and select Decommission.
    materials-document-menu.png

  7. Click Yes to delete the receipt.

See Also

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