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Overview

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Excerpt
Procurement Managers, Procurement users and Admin Users can lock

In this article, you will learn to lock and unlock 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:

.

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.

  2. Search

for the standing order that you want to lock.

  • Under the "Actions" column click on "Lock".

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    A

    1. the Standing Order.

    2. Click on the drop-down arrow from the Actions column.

    3. Click on the Lock option.

    Info

    • The lock icon will appear under the 

    "

    • Comments

    "

    •  column

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

    • .

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    • To unlock

    a SO just

    • an Standing Order just repeat the process above, but

    clicking on the "Unlock" option under the "Actions" column.

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    • click on the Unlock option.

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