You can lock lines so that they cannot be updated automatically (by functions such as Global Options) or manually.
You can also flag lines to mark them for a specific reason.
Flag lines
A line can be flagged automatically after updating against a catalog or adding a service part. You can also flag a line manually.
To flag one item:
Click in the Flag column.
To flag several items:
Select the items then click in the Item toolbar.
The Toggle Flag button will switch the flag status of either the current item or selected items. The fly out includes Toggle Flag, Set Flag and Clear Flag buttons.
The Flag status can also be controlled from the Item menu. From here you can also go to the previous or next flagged item, clear all flags or flag by criteria.
Flag by criteria
If you have a large worksheet, instead of selecting items then flagging them, multiple items can be flagged by criteria.
In the example below we will flag items from a specific catalog:
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From the Item menu select Flags, By Criteria.
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Check the Cat column and set the value to equal a catalog code in your worksheet.
All the items from that catalog will be flagged. You can select these flagged items using the Edit menu.
Lock lines
A locked item is not affected by most commands and cannot be edited. Many toolbar buttons will be grayed out if the current item is locked.
If you lock a line then export the worksheet to SIF, the line is not included in the order. Also, a locked line is not optioned by Global Options or updated by an Update against catalog.
To lock one item:
Click in the Lock column.
To lock several items:
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Select a few items in the worksheet.
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Click
on the Item toolbar. This will switch the lock status of either the current item or selected items.
The Toggle Lock button will switch the lock status of either the current item or selected items. The flyout includes Toggle Flag, Lock and Unlock buttons.
The Lock status can also be controlled from the Item menu. From here you can also go to the previous or next locked item, unlock all items or lock by criteria.
Note: A locked line is not the same as an item with a price lock
. Items with price locks have the price columns locked, but you can still modify the other columns. See Add service parts for an example.
Lock by criteria
If you have a large worksheet, instead of selecting items then locking them, multiple items can be locked by criteria.
Example: lock all complete (all options have been specified) items.
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From the Item menu select Lock, By Criteria.
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Check the Complete column and set the value to equal Complete.