IMU_Invoice Locking

Invoice Locking

The invoice locking feature of InvoicingSM provides a way to avoid duplication of work by preventing two users from working on the same invoice at the same time.

InvoicingSM has two types of locking features:

Automatic Lock

Automatic lock occurs as soon as an invoice opens. InvoicingSM places a temporary automatic lock on the invoice, which prevents other users from accessing and processing the invoice. The invoice becomes view-only to other users; they may view the invoice but cannot perform processing actions. When you exit the invoice, InvoicingSM releases the automatic lock.

Manual Lock

Manual lock occurs when a user selects the Lock Invoice action link. The ability to place a manual lock on an invoice requires the Invoice Locking permission. Manual lock prevents other users from accessing, modifying, or processing the invoice. The invoice is view only to other users.

When you place a manual lock, you must select an invoice lock reason, which is defined by your company. If the lock is no longer needed, you can unlock the invoice. An invoice unlock requires an unlock reason in the free-form field.

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