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Procedure documentationLocking Posting Periods

 

The following procedure explains how to lock a posting period and thus prevent the future submission of any updates in that period. You perform this task after you have completed the year-end closing process.

Prerequisites

  • In the Authorizations window, the Change Period Status authorization under Start of the navigation path Administration Next navigation step System Initialization Next navigation step Posting Period End of the navigation path has been set to No Authorization for users who should not be allowed to lock or unlock posting periods and to Full Authorization for users who need to perform this procedure.

  • The year-end closing process has been completed. For more information, see the how-to guide Tips for Year-End Closing in the documentation area of SAP Business One Customer Portal at http://service.sap.com/smb/sbocustomer/howtoguides88Information published on SAP site.

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step System Initialization Next navigation step Posting Periods End of the navigation path.

  2. Click the Link Arrow (Link Arrow) icon of the period you want to lock.

    The Posting Period window appears.

  3. In the Period Status field, change the value to Locked.

  4. Choose Update and choose OK.

Result

  • From now on, it is impossible to submit any updates against the locked period. If you need to do this, you must first unlock the posting period.

  • The application has registered the locking action in a log file, together with the date and the name of the user who performed the action. To see this log file, open the Posting Period window of the period in question and, from the menu bar, choose Start of the navigation path Tools Next navigation step Change Log... End of the navigation path.

More Information

Posting Periods