Versions Compared

Old Version 24

changes.mady.by.user Nicole Díaz

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

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

Instructions

Follow these steps:

Anchor
topofpage
topofpage

Excerpt

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

Tip

User Roles: Administrator and Procurement Managers. 

Table of Contents

Table of Contents
minLevel1
maxLevel1
include
outlinefalse
indent
excludeTable of Contents
typelist
printabletrue
class

Lock a Standing Order

  1. Go to Prebooks & SO's

>>

  1. and select Standing Order Summary.

Use the 

  1. Search

 filter option to find

  1. the Standing Order

that you want to lock

  1. .

Under 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.

Info

  • The lock icon will appear

immediately

  • under the 

"

  • Comments

"

  •  column

so that you can easily identify which of the StandingOrders are currently locked

  • .

Image Removed

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.

Image Removed

Back to top

Image Added
Filter by label (Content by label)
showLabelsfalse
max
10
5
showSpacefalse
sorttitle
cqllabel in ( "standing-orders" , "lock-standing-order" , "edit-standing-order" )
labelsstanding-orders lock-standing-order edit-standing-order

We've encountered an issue exporting this macro. Please try exporting this page again later.