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Function documentationData Modification by Journal Entries Only Locate this document in the navigation structure

 

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

Features

This enforces a separation between Interface for Excel input schedules that send data to the database and your review and analysis phase where all data modifications are made by journal entries.

Activities

You can lock data so business users can modify it only by inputting journal entries by doing the following:

  1. Set up a work status code to lock out Interface for Excel changes to entities. During this process, assign owners 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 Interface for the Web with a manager ID, setting status for an entity to Journal Only, then trying to send data to that entity via an input schedule and a journal entry.

Example

You can 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 Interface for Excel 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.