General Ledger locking
  • Phil C
    General Ledger locking

    by Phil C » Fri Feb 17, 2006 6:45 pm

    I have finally got our accounts department to roll over and lock periods.

    But we find that if a purchase order was created in that locked period and we have not received the invoice for it until months later that the system tells us that the purchase order is lock by the General ledger is this how it is suppose to work and if so why?
  • COBS Tech Support
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Fri Feb 17, 2006 6:47 pm

    You can choose to lock all transactions, or "financial" transactions only. By "financial" it is meant transactions that directly impact on GL accounts.

    To permit editing of purchase orders in locked periods, have you set "Lock Periods Range" to "Financial" in place of "All" under installation settings?

    1. Start INSTALLATION Workshop
    2. From main menu select Install|Security
    3. Now check your "Lock Periods Range" setting

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