Delete a Subcontractor Progress Claim from the Invoicing Tool

Objective

To delete a subcontractor progress claim from a purchase order or subcontract using the project's Invoicing tool. 

Background

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool.
    OR
  • 'Standard' level permissions on the project's Commitments tool, if the progress claim is in the 'Draft' or 'Revise and Resubmit' status. See What are the default statuses for Procore progress claims? 

     Notes

    • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
    • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
      • A Procore User account.
      • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
      • Membership on the 'Private' list of a specific contract or funding
      • Designated as an 'Invoice Contact' on the contract or funding.
• Additional Information:
  • You can only delete the most recent progress claim on a commitment.
  • Delete actions are recorded in the Change History tab on the commitment. 
• Limitations:
  • Once deleted, the data is permanently removed from Procore and cannot be retrieved. 

• For companies using the  ERP Integrations tool:

  • Before you can delete a subcontractor progress claim that has been synced with an integrated ERP system, you will first need to unlink the synced progress claim. See the relevant article in the list below:
    • Unlink Subcontractor Progress Claims Synced with Sage 300 CRE®
    • Unlink Subcontractor Progress Claims Synced with Sage 100 Contractor®
    • Unlink Subcontractor Progress Claims Synced with QuickBooks®
    • Unlink Subcontractor Progress Claims Synced with
      UndefinedNameError: reference to undefined name 'integrations_sageintacct' (click for details)

      Callstack:
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    • Unlink Subcontractor Progress Claims Synced with
      UndefinedNameError: reference to undefined name 'integrations_acumatica' (click for details)

      Callstack:
          at (products/online/user-guide/project-level/invoicing/tutorials/delete-a-subcontractor-invoice-from-the-invoicing-tool), /content/body/div[3]/ul/li[4]/ul/li/ul/li[5]/a/span, line 1, column 1
      

    • Unlink Subcontractor Progress Claims Synced with Yardi Voyager®
    • Unlink Subcontractor Progress Claims Synced with Integration by Ryvit
    • Unlink Subcontractor Progress Claims Synced with MYOB Advanced Construction
    • Unlink Subcontractor Progress Claims Synced with
      UndefinedNameError: reference to undefined name 'integrations_xero' (click for details)

      Callstack:
          at (products/online/user-guide/project-level/invoicing/tutorials/delete-a-subcontractor-invoice-from-the-invoicing-tool), /content/body/div[3]/ul/li[4]/ul/li/ul/li[9]/a/span, line 1, column 1
      

Prerequisites

• You or another user must create a progress claim to delete:
  • Create a Progress Claim on Behalf of a Progress Claim Contact
  • Create an Progress Claim for Release of Retention
  • Submit a New Progress Claim as a Progress Claim Contact

Steps

Choose the following options for deleting a subcontractor progress claim:

• Delete a Progress Claim from the Progress Claims Tab
• Delete a Progress Claim from the Contract's 'Invoice (Commitment progress claim)' Page

See Also

• Delete a Subcontractor Progress Claim from the Commitments Tool