Overview
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Procurement Managers, Procurement users and Admin Users 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 instructionsFollow these steps:
AGo to Prebooks & SO's > Standing Order Summary.
Use filter to Search for the standing order Standing Order that you want to lock.
Under the "Actions" column Actions column and click on "Lock".
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The lock icon will appear immediately 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.
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