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Overview

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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

Follow these steps:

.

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.

Use filter to

  1. Search

for

  1. the Standing Order

that you want to lock

  1. .

Under

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

and click on "Lock"

  1. .

  2. Click on the Lock option.

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Info

  • The lock icon will appear

immediately

  • 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

  • click on the

"

  • Unlock

"

  • option

under the Actions column Panel
titleRelated Articles

  • .

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