Overview
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Procurement Managers, Procurement users, and Admin users can lock Standing Orders to avoid possible changes, normally done by the sales team. |
Instructions
Follow these steps:
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.
The 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 an Standing Order
To unlock an SO just repeat the process above but click on the "Unlock" option.
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