Skip to end of metadata
  • Created by Former user, last modified by Former user on Dec 26, 2014
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 5 Next »

Overview

Now Procurement Managers, Procurement users and Admin Users can lock 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:

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

  • Search for the standing order that you want to lock.

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

 

  • A lock icon will appear under the "Comments" column so that you can easily identify which of the Standing Orders are currently locked.

 

  • To unlock a SO just repeat the process above but clicking on the "Unlock" option under the "Actions" column.


 

  • No labels