Set Prior Period Lock Security Permissions

Prior Period Lock allows the user to lock all financial data for a specified period. If the user wants to make any changes to the previous period they will need to have access to complete the action - e.g. Reverse Payment - plus the ability to edit a locked period. 

Prior Period Lock Settings

1. Go to > Location Setup > Security tab

2. Record menu > Security status

   1. Place a tick against

      1. Enter System Financial Prior Period LOCK date

      2. Edit LOCKED Period Records
         
         

   2. Click OK 

Set Prior Period Lock Permissions

Security can be applied to either Groups or Users. Set in Groups to quickly apply the same settings to all users associated with the Group. Set in Users to apply to one user at a time. 

1. Within the Security tab, go to Groups or Users sub-tab, depending on how permissions will be set

2. Highlight the Group/User

3. Against the following settings, place a tick to allow the selected Group/User access, or remove the tick to deny the selected Group/User access

   1. Enter System Financial Prior Period LOCK date

   2. Edit LOCKED Period Records
      
      

Prior Period Lock Explained

Lock Financial Data using Prior Period Lock

Activate Prior Period Lock

Set Security on Modules/Features/Actions

Set Security Permissions