This article outlines the steps to delete a Cost Sheet in Sync. It is important to note that once a Cost Sheet becomes a Job, it can no longer be deleted. Therefore, deletion is only applicable to styles that remain in the Costing phase.
PURPOSE
To enable users to search for and delete a Cost Sheet that is no longer required, provided it has not progressed to Job status.
KEY BENEFITS
- Allows removal of duplicate or incorrect Cost Sheets before they are converted into Jobs
- Helps maintain a clean and organized costing environment
- Reduces the risk of using outdated or incorrect costing information in production
FOLLOW STEPS BELOW:
1. From the Sync Toolbar, Click on Search
2. Select ‘Jobs
3. Apply relevant filters e.g. Division or Job#
4. Enter a Search Criteria
5. Click ‘Search’
6. Click ‘Select’
7. Click on the ‘Delete Icon’
ADDITIONAL NOTES
Deleting Cost Sheets is not recommended, as retaining them can be valuable for audit trails, historical tracking, or future duplication.
Always ensure that a Cost Sheet is no longer needed before deletion.
Cost Sheets cannot be deleted once their status is changed to a Job (e.g. New Style or Approved).
NB. For a quick tutorial watch below