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cats:questions:invoices:invoicelocked [2014/07/22 18:52] – amanda | cats:questions:invoices:invoicelocked [2019/12/03 15:57] (current) – jen | ||
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- | =====" | + | =====" |
+ | {{entry> | ||
+ | Occasionally, | ||
+ | [{{: | ||
- | ===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. | + | 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. |
===How to Proceed==== | ===How to Proceed==== | ||
- | Check with other users of your system to see who else is viewing | + | This warning lists the user ID that is also viewing |
- | 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 " | + | 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 " |
+ | [{{: | ||
- | The menu will change to read "HH", which means that a hold has been placed on this invoice to prevent it from being posted. | + | The menu will change to read HH, which means that a hold has been placed on this invoice to prevent it from being posted. |
+ | [{{: | ||
- | The menu will read " | ||
- | ====Locking | + | Select **HH** from the toolbar menu to release the hold status.\\ |
- | + | [{{: | |
+ | |||
+ | The menu will read **HW** again. The invoice will no longer display the in use warning, and will read '' | ||
+ | [{{: | ||
+ | |||
+ | You may now edit and post the invoice as you normally would. | ||
+ | {{tag>" |