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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

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Excerpt

In this article, you will learn to lock and unlock Standing Orders to avoid possible changes.

Tip

Roles: Administrator and Procurement Managers. 

Instructions

Follow these steps:

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Lock a Standing Order

  1. Go to Prebooks & SO's

>>

  1. and Select Standing Order Summary.

  2. Use the Search filter

option

  1. to find the Standing Order that you want to lock.

Under the Actions column and click

  1. Click on the drop-down arrow

and then click

  1. , under the Actions column.

  2. Click on the "Lock" option.

Info

  • The lock icon will appear

immediately

  • under the 

"

  • Comments

"

  •  column

so that you can easily identify which of the StandingOrders are currently locked

  • .

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How to Unlock a Standing Order

  • To unlock

an SO just

  • an Standing Order just repeat the process above, but click on the

"

  • Unlock

"

  • option.

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