Preventing modification of a sales document

23 May 2024 | 1712  | # # #

When you want to prevent a sales document from being modified or transformed to another sales document, you can close it.

Closed documents can still be copied.

To close a sales document:

  1. Access the sales documents list for the chosen document.

    Sales > Sales quotes
    Sales > Sales orders
    Sales > Sales delivery notes

  2. Edit the document (  ).
  3. Close the document Close using the top menu (  ).

 

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