Unlocking batches in Prism allows you to edit all fields on any Work Orders, Preventive Maintenance, Inspections or Reservations included in the unlocked batch. Please note that invoice numbers will be recalculated and may differ from the original number.
1.Navigate to Accounting > Batches and find the Batch you would like to unlock.
2. Click on the three dots next to the locked batch you would like to unlock. You will then see the Unlock Batch Option.3. Once you click on Unlock Batch you will have the option to Confirm or Cancel the operation.
Please Note: if you do not see the Unlock Batch Option you will need to ensure that you have the unlock batch permission. If you do not have this permission please contact your Prism Systems Administrator so they can provide it to you.
How to Unlock an Accounting Batch
