System Locks

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System Locks

Click: Tools > Customise > System Locks

 

Tick the box to enable the following locks:

 

Don't allow the customer to be changed once the quotation has been accepted

This lock applies across the system and does not depend on the username.

 

Don't allow an order to be archived while there is a balance outstanding

The option to archive (which involves moving data to another EQ dataset) would be disabled for any orders whilst there is still a balance to be paid

 

Don't allow an order to be archived unless the invoice has been raised

The option to archive (which involves moving data to another EQ dataset) would be disabled for any orders until they have been fully invoiced