How does the 'Lock PO Line' feature work? When should I lock PO lines?
The Lock PO Line feature allows you to lock either an entire matched purchase order line or specific received quantities on that line. This helps protect quantities and prices during invoice matching and prevents further unwanted changes.
What does locking a PO line do?
When a PO line is locked:
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'Fetch lines' and automatching in “Waiting for PR” status will not overwrite the quantity or price already matched.
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Adding new POs or receipts will not update the locked quantities.
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Users can still manually edit the values if needed.
- Please note that 'Apply All Quantities' function can still remove quantities from a locked line.
- Locked lines cannot be deleted until the lock is removed.
This ensures that confirmed or manually adjusted values remain unchanged by automated processes.
How locking works?
There are two options how to use the feature.
Locking the entire PO line
This functionality is supported for purchase orders with both 2-way and 3-way matching policies. When you lock an entire PO line, all related product receipts for that line are locked as well (when 3-way matching policy).
- Select the line you want to lock.
- Click Lock lines.
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A lock icon will appear at the end of the PO line to indicate it is locked.
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To unlock the line, select the same receipt line and click Unlock lines.
Locking specific received quantities
If a PO line has multiple receipts, you can choose to lock specific received quantities instead of the entire line.
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Open the received quantities by clicking the Product receipt field on the PO line.
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Select the receipt line/quantity you want to lock.
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Click Lock lines.
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A lock icon will appear at the end of the PO line to indicate it is locked.
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To unlock the line, select the same receipt line and click Unlock lines.