Construction stage cannot be deleted: payment schedules reference it

Question 1

Why do I see "<n> payment schedule row(s) reference this stage"?

Accepted Answer

A construction-linked payment plan turns each stage into installments: "10% on plinth", "15% on the
fifth slab". Every such installment on a booking's payment schedule points at the stage it waits
for. When the stage is marked completed, those rows get their due
date and the demand run bills them. Delete the stage and the rows would have no event to wait for,
so the app refuses as soon as one schedule row anywhere in the project refers to the stage. The
count in the message is the number of such rows, across every booking. (Member offers are not
involved: their schedules are dated by calendar, never by a stage.)

Things the check does not cover:

- Stage links on the Unit Pricing tab (a charge group routed to this stage) do not block the
  delete. They are dropped silently when the stage goes, so check the plans' stage links
  afterwards.
- Payment plans on estimates that are not booked yet do not block the delete either. An estimate
  whose finali 1. Keep the stage. In almost every case that is the right answer: a stage that schedules depend
   on is part of the project's billing. If it was created by mistake, rename it or move it with the
   pencil (Edit, the Edit permission on Construction Stages), and give it a Share of
   total of 0 if it should not count towards progress.
2. If it must go, first move the installments off it. Each referencing row lives on a booking's
   payment schedule: open the booking's
   Termsheet & schedule and use
   Regenerate schedule with a plan that no longer names this stage (the Edit permission on
   Bookings). Paid, waived and hand-edited rows are kept by a regenerate, so a stage with such
   rows keeps its references. Once no row references the stage, Delete goes through. Deleting
   needs the Delete permission on Construction Stages; in the default roles that is the
   Administrator and the Project Manager.
3. After a delete, open Unit Pricing and check How each
   charge group is collected on each plan that pointed at the stage, then Save stage links if
   you change it. Check the payment plans of open estimates on the project as well.

Question 2

Why do I see "Stages referenced by payment schedules cannot be deleted."?

Accepted Answer

A construction-linked payment plan turns each stage into installments: "10% on plinth", "15% on the
fifth slab". Every such installment on a booking's payment schedule points at the stage it waits
for. When the stage is marked completed, those rows get their due
date and the demand run bills them. Delete the stage and the rows would have no event to wait for,
so the app refuses as soon as one schedule row anywhere in the project refers to the stage. The
count in the message is the number of such rows, across every booking. (Member offers are not
involved: their schedules are dated by calendar, never by a stage.)

Things the check does not cover:

- Stage links on the Unit Pricing tab (a charge group routed to this stage) do not block the
  delete. They are dropped silently when the stage goes, so check the plans' stage links
  afterwards.
- Payment plans on estimates that are not booked yet do not block the delete either. An estimate
  whose finali 1. Keep the stage. In almost every case that is the right answer: a stage that schedules depend
   on is part of the project's billing. If it was created by mistake, rename it or move it with the
   pencil (Edit, the Edit permission on Construction Stages), and give it a Share of
   total of 0 if it should not count towards progress.
2. If it must go, first move the installments off it. Each referencing row lives on a booking's
   payment schedule: open the booking's
   Termsheet & schedule and use
   Regenerate schedule with a plan that no longer names this stage (the Edit permission on
   Bookings). Paid, waived and hand-edited rows are kept by a regenerate, so a stage with such
   rows keeps its references. Once no row references the stage, Delete goes through. Deleting
   needs the Delete permission on Construction Stages; in the default roles that is the
   Administrator and the Project Manager.
3. After a delete, open Unit Pricing and check How each
   charge group is collected on each plan that pointed at the stage, then Save stage links if
   you change it. Check the payment plans of open estimates on the project as well.

Question 3

Why do I see "That milestone belongs to a different project."?

Accepted Answer

A construction-linked payment plan turns each stage into installments: "10% on plinth", "15% on the
fifth slab". Every such installment on a booking's payment schedule points at the stage it waits
for. When the stage is marked completed, those rows get their due
date and the demand run bills them. Delete the stage and the rows would have no event to wait for,
so the app refuses as soon as one schedule row anywhere in the project refers to the stage. The
count in the message is the number of such rows, across every booking. (Member offers are not
involved: their schedules are dated by calendar, never by a stage.)

Things the check does not cover:

- Stage links on the Unit Pricing tab (a charge group routed to this stage) do not block the
  delete. They are dropped silently when the stage goes, so check the plans' stage links
  afterwards.
- Payment plans on estimates that are not booked yet do not block the delete either. An estimate
  whose finali 1. Keep the stage. In almost every case that is the right answer: a stage that schedules depend
   on is part of the project's billing. If it was created by mistake, rename it or move it with the
   pencil (Edit, the Edit permission on Construction Stages), and give it a Share of
   total of 0 if it should not count towards progress.
2. If it must go, first move the installments off it. Each referencing row lives on a booking's
   payment schedule: open the booking's
   Termsheet & schedule and use
   Regenerate schedule with a plan that no longer names this stage (the Edit permission on
   Bookings). Paid, waived and hand-edited rows are kept by a regenerate, so a stage with such
   rows keeps its references. Once no row references the stage, Delete goes through. Deleting
   needs the Delete permission on Construction Stages; in the default roles that is the
   Administrator and the Project Manager.
3. After a delete, open Unit Pricing and check How each
   charge group is collected on each plan that pointed at the stage, then Save stage links if
   you change it. Check the payment plans of open estimates on the project as well.

Construction stage cannot be deleted: payment schedules reference it

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Construction stage cannot be deleted: payment schedules reference it

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