Overview
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Procurement Managers, Procurement users and Admin Users can lock Standing Orders to avoid possible changes on their information, normally by the sales team. |
Instructions
Standing Orders can easily be locked and unlocked by following these quick instructions:
Go to Prebooks & SO's > Standing Order Summary.
Search for the standing order that you want to lock.
Under the "Actions" column click on "Lock".
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- A lock icon will appear under the "Comments" column so that you can easily identify which of the Standing Orders are currently locked.
- To unlock a SO just repeat the process above but clicking on the "Unlock" option under the "Actions" column.