Locking and Release of a Quotation - Intergraph Smart Production - Help

Intergraph Smart Production Sales

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Locks or releases the lock on a quotation. A quotation is automatically locked when an order is created from the quotation. A locked quotation can be viewed, but no changes can be made unless the lock is released. You must have the rights to lock or release a quotation.

Locking a Quotation

  1. Select the quotation to lock.

  2. Click Quotation Locking on the toolbar.

  3. Select Lock Quotation.

  4. Click OK.

Releasing a Quotation

  1. Select the quotation to release.

  2. Click Quotation Locking on the toolbar.

  3. Select Release Quotation.

  4. Click OK.