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cats:questions:invoices:invoicelocked [2014/07/22 19:31] – amanda | cats:questions:invoices:invoicelocked [2019/12/03 15:57] (current) – jen | ||
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+ | 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==== | ||
- | This warning lists the user ID that is also viewing the 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. |
- | 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. | + | If you believe this message is incorrect, and no other users are editing |
+ | [{{: | ||
- | 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 | + | 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 " | ||
- | The menu will read " | + | Select **HH** from the toolbar |
+ | [{{: | ||
- | + | 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. | ||
+ | |