You can specify when procedures and transactions get locked automatically, or you can manually lock procedures and transactions as of a specific date.
Note: Changing the transaction locking option affects all locations in your organization.
To set up transaction locking
How to get there
On the Settings menu, click (or tap) Ledger Options.
The Ledger Options page opens.
On the Ledger Options page, click (or tap) the Ledger Rules tab.
Note: All procedures and transactions on or before the date shown are locked.
Select one of the following options:
Automatically lock transactions for posting/editing/deleting - With this option selected, specify the number of days after which any procedure or transaction that is posted becomes locked, so it cannot be edited or deleted.
Manually initiate transaction lock as of a specified date - With this option selected, you can change the cut-off date as needed (see step 4).
Transaction locking is based on the transaction date (the date of the procedure or transaction as it appears in the Ledger). The transaction date may be different than the creation date (the date that the procedure or transaction was entered in the system).
Changing the cut-off date affects procedures and transactions that have already been posted. Where applicable, they will be locked and unlocked according to the cut-off date.
Click (or tap) Save.
If Manually initiate transaction lock as of a specified date is selected, to change the cut-off date, do the following:
On the Settings menu, click (or tap) Lock Transactions. This option is available only if manual transaction locking is turned on.
The Lock Transactions (Organization-Wide) dialog box appears.
Change the New transaction lock date. All procedures and transactions that have already been posted on or before the specified date will become locked, so they cannot be edited or deleted. Also, the posting of any procedures and transactions on or before the specified date will be prohibited.
Note: To move the cut-off date backward or forward, your user account must have the applicable security right.
Click (or tap) Lock Transactions.
A confirmation message appears.
Click (or tap) Lock.