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| cats:questions:invoices:invoicelocked [2014/09/04 01:47] – tag tom | cats:questions:invoices:invoicelocked [2019/12/03 15:57] (current) – jen |
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| ====="Invoice is marked as 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. | 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}}] |
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| ====What Causes This Warning?==== | ====What Causes This Warning?==== |
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| 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.\\ | 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}} | [{{: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. ''**On Hold**'' will be displayed in the top-right corner.\\ | 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}} | [{{:cats:questions:invoices:onholdmessageonpendinginvoice.png|Invoice On Hold}}] |
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| Select **HH** from the toolbar menu 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}} | [{{: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.\\ | 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}} | [{{: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. | You may now edit and post the invoice as you normally would. |
| {{tag>invoice}} | {{tag>"invoice" "on hold"}} |