Differences

This shows you the differences between two versions of the page.

--- cats:questions:invoices:invoicelocked [2014/07/23 19:26] – amanda
+++ cats:questions:invoices:invoicelocked [2019/12/03 15:57] (current) – jen
@@ Line 1: / Line 1: @@
 ====="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}}
+[{{:cats:questions:invoices:invoiceinusebyanotheruser.png|Invoice In Use By Another User Message}}]
 ====What Causes This Warning?====
@@ Line 7: / Line 8: @@
 ===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.
+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}}]
-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.
+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}}]
-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.
-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.
+Select **HH** from the toolbar menu to release the hold status.\\
+[{{:cats:questions:invoices:selecthhfrominvoicetoolbar.png|Select HH to Remove Hold Status}}]
-The menu will read "HW" again. The invoice will no longer display this message.
+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}}]
+You may now edit and post the invoice as you normally would.
+ {{tag>"invoice" "on hold"}}