Data Modification by Journal Entries Only

You can set a work status to lock data so users are limited to modifying data only through journal entries, not input schedules.

This enforces a separation between SAP BusinessObjects Analysis, Edition for Microsoft Office input schedules that send data to the database and your review and analysis phase where all data modifications are made by journal entries.

Activities

To lock data so business users can modify it in journal entries only, do the following:

  1. Set up a work status code to lock out SAP BusinessObjects Analysis, Edition for Microsoft Office changes to entities. During this process, assign owner and manager rights to set status to journal changes only.

  2. Since owners or managers set work status, entities can be set for journal input only. You can test this by logging into SAP Business Planning and Consolidation with a manager ID, setting the status for an entity to Journal Only, then trying to send data to that entity via an input schedule and a journal entry.

Example

Set up a code named Journal Only, in which the entity owner can change a status from Unlocked to Submitted and set it back to Unlocked if desired. The manager can change it from Submitted to Journal Only, which locks the data from changes by SAP BusinessObjects Analysis, Edition for Microsoft Office input schedules or Data Manager data loads, but allow changes by journal entries. The manager can then set the status to Approved, which locks changes from any source, including journals.