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Excerpt

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

Tip

User Roles: Administrator and Procurement Managers. 

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Lock a Standing Order

  1. Go to Prebooks & SO's and select Standing Order Summary.

  2. Search the Standing Order.

  3. Click on the drop-down arrow from the Actions column.

  4. Click on the Lock option.

Info

  • The lock icon will appear under the Comments column.

  • To unlock an Standing Order just repeat the process above, but click on the Unlock option.

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