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You can use Job Statuses to "lock" Bids - making them "read only" for all users.


In the screen shot below, "Template" is set to "Lock Bid" so any Bid set to the Job Status "Template" would be read-only.


Quick Bid Master Job Statuses dialog box

Note

If you can't edit a Bid, this is the first thing you should check).

To set a Job Status as locked,


Open the Job Statuses list (Master > Job Statuses).


Check the "Lock Bid" checkbox for the Job Status to set as 'locked'.


Caution


This affects all Bids in the database set to this Job Status.


To unlock a Bid, just change its Job Status to an unlocked one or remove the checkmark for the Locked Job Status.


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click here to view the previous article Masters: Job Statuses

Masters: Job Types click here to view the next article


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