Unlock an Invoice or Invoices

If invoice printing settings are configured to Preserve Invoice Report Information, unlocking the invoice deletes any stored invoice XML data and PDF versions of printed invoice documents. See Specify Sales and Marketing Settings.

This activity is applicable to all document types.

Security Note: You need the following security rights for this activity:

  • Allow invoice maintenance security right in the Contracts domain security rights group
  • The applicable Allow the user to unlock [document type] security right in the Invoice user group security rights group. However, the Allow the user to lock freight invoices security right controls this activity for freight invoices, freight commission invoices, freight demurrage invoices, freight demurrage commission invoices and service demurrage invoices.

Activity Steps

  1. To unlock an individual invoice:
    1. Open the Sales Invoice, Credit Note, Purchase Invoice, Purchase Credit Note, Demurrage Invoice, Freight Invoice, Freight Commission Invoice, Freight Demurrage Invoice, Freight Demurrage Commission Invoice, Service Invoice or Service Demurrage Invoice.
    2. Click Unlock.
  2. To unlock multiple invoices:
    1. Open the Invoice Explorer.
    2. Find the invoices. See Find Invoices.
    3. Check Selected to include invoices in the batch.
    4. Right-click in the Invoice field group, and select Batch Operations » Unlock All from the menu.

      The Batch Log displays the status of the unlocking operation for each invoice in the batch.

    5. Close the Batch Log.
  3. Click Save.