Jobs

How to lock transaction types posted to a job

This functionality is used in cases where a large job is mostly complete and delivered but can not be deactivated due to pending transactions. You are then locked out from posting new timesheets or creating purchase orders against the job. 

Steps:

  1. Navigate to Jobs > Jobs.
  2. Select the Job No you wish to lock. 
  3. Click Settings, located at the top of the page. 
  4. Click Lock Transaction Types from the settings drop-down box. 
  5. Select the transaction types from the Not Locked box that needs to be Locked.
  6. Use the arrow keys to move the transactions from Not Locked to Locked.  Do the reverse to unlock specific transactions.
    Large KB Template -Aug-28-2023-06-42-53-1112-PM
  7.  Click Save.