How to Cancel Deltek Costpoint

To cancel a transaction or process in Deltek Costpoint, follow these steps based on the type of transaction:

Canceling a Purchase Order

Deltek Costpoint does not directly integrate with purchase order management like Deltek Vantagepoint. However, if you are managing purchase orders in a related system, you can generally cancel them by following these steps:

1. Ensure the purchase order has a status that allows cancellation.
2. Locate the purchase order you wish to cancel.
3. Use the appropriate cancellation option, which may involve creating a change order or entering a reason for cancellation.
4. Confirm the cancellation to update the status of the purchase order.

Voiding Checks

In Deltek Costpoint, to void a check, follow these steps:

1. Record the check in the system if it was issued manually.
2. Use the Print/Void Checks screen to select the void option.
3. Enter the check number(s) you want to void.
4. Provide a void date and any additional required information.
5. Confirm the void action to update the system.

Canceling Pre-Invoices

For pre-invoices in Deltek Maconomy (related to Deltek products), you can cancel them manually or automatically:

1. Manual Cancellation: Use the Cancel Pre-Invoices action if there are no payments registered against the pre-invoice.
2. Automatic Cancellation: This occurs when a T&M invoice is printed, automatically canceling any unpaid pre-invoices.

These steps are based on general practices and may vary slightly depending on the specific version or configuration of Deltek Costpoint or related products.