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| cats:questions:invoices:invoicelocked [2014/07/22 18:40] – amanda | cats:questions:invoices:invoicelocked [2019/12/03 15:57] (current) – jen |
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| ====="Invoice is in Use by another user" Message===== | ====="Invoice is marked as in use by another user" Message===== |
| | {{entry>0;Invoice/On hold;-}}{{entry>0;Invoice/Pending;-}} |
| | Occasionally, when opening an unposted invoice, you will see the following message in the upper right corner of the screen. |
| | [{{:cats:questions:invoices:invoiceinusebyanotheruser.png|Invoice In Use By Another User Message}}] |
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| ===What Causes This Warning?==== | ====What Causes This Warning?==== |
| This message is displayed on unposted invoices when more than one user is viewing the invoice. CATS tries to prevent conflicts between users by showing this warning. Occasionally, you may see this message when a user was forced to exit CATS or lost connection to the server. | This message is displayed on unposted invoices when more than one user is viewing the invoice. CATS tries to prevent conflicts between users by showing this warning. You may also see this message when a user was forced to exit CATS or lost connection to the server while reviewing an invoice. |
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| ===How to Proceed==== | ===How to Proceed==== |
| Check with other users of your system to see who else is viewing that invoice. All other users should Save any changes and Exit back to the Main Menu in CATS. This will ensure that your user ID is the only one editing that invoice. | This warning lists the user ID that is also viewing the invoice. You can ask this user to exit from the invoice and return to the Main Menu. This will ensure that your user ID is the only one editing that invoice. |
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| If you believe this message is incorrect, and no other users are editing the invoice, select "HW" from the toolbar menu. This locks the invoice with your user ID. | If you believe this message is incorrect, and no other users are editing the invoice, you can clear the other user ID from the invoice. CATS has the ability to allow users to place an invoice in a "Hold" state to prohibit other users from posting that invoice. Selecting "HW" from the toolbar menu will lock the invoice with your user ID.\\ |
| | [{{:cats:questions:invoices:selecthwfrominvoicetoolbar.png|Select HW from the Toolbar to Hold the Invoice with your ID}}] |
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| The menu will change to read "HH", which means that a hold has been placed on this invoice to prevent it from being posted. Select "HH" now to release the hold status. | The menu will change to read HH, which means that a hold has been placed on this invoice to prevent it from being posted. ''**On Hold**'' will be displayed in the top-right corner.\\ |
| | [{{:cats:questions:invoices:onholdmessageonpendinginvoice.png|Invoice On Hold}}] |
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| The menu will read "HW" again. The invoice will no longer display this message. | |
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| ====Locking and Unlocking Invoices for Editing==== | Select **HH** from the toolbar menu to release the hold status.\\ |
| CATS has the ability to allow users to place an invoice in a "Hold" state to prohibit other users from editing that invoice. | [{{:cats:questions:invoices:selecthhfrominvoicetoolbar.png|Select HH to Remove Hold Status}}] |
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| | The menu will read **HW** again. The invoice will no longer display the in use warning, and will read ''**Pending**'' in the upper right.\\ |
| | [{{:cats:questions:invoices:pendingmessageoninvoice.png|Pending Message on Invoice}}] |
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| | You may now edit and post the invoice as you normally would. |
| | {{tag>"invoice" "on hold"}} |