Removing an Approval
How to remove one approval or several at once — and exactly what stays on the project after you do.
Approvals get removed for ordinary reasons — the specification changed, the client switched brand, someone approved the wrong grade. It's done from Admin → Approved Materials, and it's permanent.
Removing One
Open the … menu on the row and choose Delete. The confirmation names the material and its submittal number:
Remove Ready Mix Concrete M30 (MS-004) from this project's approved materials? This cannot be undone.
If stock is being tracked against that approval, an amber panel appears above the buttons telling you how much, and what will happen:
120 m³ of stock is tracked against this approval. The inventory item and its deliveries stay on the project — but they will no longer point at an approved material.
Read that panel before you click Delete. It's the difference between a clean removal and one that leaves stock records hanging.
Removing Several
Tick the checkboxes on the rows you want gone. A bar appears at the bottom reading "N materials selected" with a Delete action. The confirmation is the batch version — "The selected materials will no longer be approved for this project. This cannot be undone." — with an amber panel counting how many of the selection carry stock.
Confirm with Delete All. If some rows can't be removed you'll get a toast saying so — "N of M could not be removed" — rather than a silent partial result.
What Removal Does Not Take With It
Removal doesn't cascade
Deleting an approval removes the approval and nothing else. The inventory item stays. Its deliveries stay. Stock adjustments and usage logs stay. Your numbers don't move — but those records now point at a material that is no longer approved on the project.
That's usually what you want when a supplier changes mid-project: the history of what was actually delivered survives. It isn't what you want if you're tidying up a mistake. In that case, delete the inventory item in Resources → Inventory as well.
Reference — Before and After
| Before removal | After removal | |
|---|---|---|
| The approval | On the register, MS-004, badge Approved | Gone from both registers |
| The inventory item | Linked to MS-004 | Still on the project, no longer linked to an approval |
| Deliveries, adjustments, usage | Attached to the inventory item | Unchanged |
| New inventory for that material | Available from the approval picker | Not possible until the material is approved again |
Reference — Submittal Numbers After a Removal
The next number is one past the highest still on the project. Remove the most recent approval and the next one you create takes that number back. Older numbers in the middle of the sequence are not reused.
Related
- Approving a material — creating the record again
- The Approved Materials register — the two screens and their columns
- Inventory — Overview — where the stock behind an approval lives