Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 24 Next »

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:

Go to Prebooks & SO's >> Standing Order Summary.

Use the Search filter option to find the StandingOrder that you want to lock.

Under the Actions column and click on the drop-down arrow and then click on the "Lock" option

The lock icon will appear immediately under the "Comments" column so that you can easily identify which of the StandingOrders are currently locked.



How to Unlock a Standing Order

To unlock an SO just repeat the process above but click on the "Unlock" option.


  • No labels