The Transaction Lock function prevents Clerks from changing or editing transactions dated prior to the Transaction Lock Date and Time.
Note: Locked transactions may still be viewed or printed.
Protected/Locked transactions include:
- Sales Invoices
- Purchase Invoices Note: Purchase Invoice Payments may still be edited/added.
- Time Clock Entries
- Posted Variances
Other "pending" transactions that may still be changed or finalized are:
- On Holds
- Sales Orders
- Quotes
- Purchase Orders
- Saved Variances
There are two ways to lock transactions - Manually or Automatically.
To manually set the Transaction Lock date:
- Select Database from the Configuration Manager Settings menu.
- Enter the Transaction Lock Date and Time.
There are two ways to automatically set the Transaction Lock:
- In the Accounting Link module, enable the Update Lock Date Parameter.
- Using the MultiStore EXTRACT.EXE program: By default, extracted transactions are locked. Use the /NOLOCK command line switch to disable the automatic locking.
See:
Configuration Manager Contents