Overview

Excerpt
Procurement Managers and Admin users can lock Standing Orders to avoid possible changes, normally done by the sales team.

Instructions

Follow these steps:

Ui steps

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Ui step
Go to Prebooks & SO's >> Standing Order Summary.

Ui step
Use the Search filter option to find the StandingOrder that you want to lock.

Ui step
Under the Actions column and click on the drop-down arrow and then click on the "Lock" option

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Ui step
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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To unlock an SO just repeat the process above but click on the "Unlock" option.Image Removed

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Panel

title	Related Articles

Filter by label (Content by label)

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max	10
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sort	title
cql	label in ("standing-orders","lock-standing-order","edit-standing-order")
labels	standing-orders lock-standing-order edit-standing-order