Lock or unlock a change order (CO)

Lock or unlock a CO manually

1. Log in to Sage Construction Management as an Administrator.
2. Go to Projects and select the appropriate project from the list.
3. On the Project Home page, select COs in the Client Contract Admin section.
4. On the COs page, select a CO number from the list.
5. In the Approval and Lock Status section, select or clear the Locked checkbox as needed.
6. In the dialog, select OK to confirm your action.

Lock COs automatically upon export

You can configure Sage Construction Management to lock transactions automatically when they’re exported to an accounting system through AccountingLink.

1. Log in to Sage Construction Management as an Administrator.

2. Go to Settings () > Company settings > Global settings.

3. Select Lock Exported Transactions: Auto-lock exported transactions from the Transaction Locking dropdown.

4. Select Save.