Lock or unlock a purchase order change order (PO CO)

Lock or unlock a PO 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 PO COs in the Procurement section.
4. Select the appropriate PO CO number from the list.
5. In the Approval and Lock Status section, do the following:
   • To lock the PO CO, select the Locked checkbox.
   • To unlock the PO CO, clear the Locked checkbox.
6. In the dialog, select OK to confirm your action.

Lock PO COs automatically upon export

You can configure Sage Construction Management to lock transactions automatically when they're exported to Sage Intacct 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.