TUG Tip -- Sage 300 CRE

Sage 300 CRE Tip - Accounting/ Contracts

Delete Standard Contract

A Standard Contract was set up in error and needs to be deleted. 

It happens in every company, someone who doesn’t know the software, sets up a STANDARD Contract in the Contracts module and it should have been an ACTIVE Contract. Now you need to delete the contract before someone uses it incorrectly. Note: You cannot delete the contract or contract items if any of them have a status of Approved, Closed, or Paid in Full.

In my case, the deletion was easy. 

• Open the contract
•  Edit/Delete
•  Click Yes.
•  Repeat for each contract item and for the contract as needed.

* For video instructions, see our YouTube channel. 

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