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ExcerptProcurement Managers and Admin users can lock

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Excerpt

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

, normally done by the sales team. Instructions

Follow these steps:

Ui steps
sizesmall
ui-step

.

Tip

User Roles: Administrator and Procurement Managers. 

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Lock a Standing Order

  1. Go to Prebooks & SO's

>>

  1. and select Standing Order Summary.

ui-step

Use the 

  1. Search

 filter option to find

  1. the Standing Order

that you want to lock

  1. .

Ui stepUnder the Actions column and click

  1. Click on the drop-down arrow

and then click

  1. from the Actions column.

  2. Click on the 

"

  1. Lock

"

  1. option.

ui-step
Info

  • 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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How to Unlock a Standing Order

  • To unlock

an SO just

  • an Standing Order just repeat the process above, but click on the

"

  • Unlock

"

  • option.

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titleRelated Articles

Info

Roles enabled to perform this action: Administrator and Procurement Managers. 

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