Procurement Managers and Admin users can lock Standing Orders to avoid possible changes, normally done by the sales team.
Roles enabled to perform this action: Administrator and Procurement Managers.
Instructions
Follow these steps:
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Go to Prebooks & SO's >> Standing Order Summary.
Use the Search filter option to find the StandingOrder that you want to lock.
Under the Actions column and click on the drop-down arrow and then click on the "Lock" option
ui-stepThe lock icon will appear immediately under the "Comments" column so that you can easily identify which of the StandingOrders are currently locked.
How to Unlock a Standing Order
To unlock an SO just repeat the process above but click on the "Unlock" option.
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Roles enabled to perform this action: Administrator and Procurement Managers. |
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