How to Perform G/L Global Lock/Unlock

Use the following steps to perform G/L global lock/unlock:

1. Click on the Business tab, click General Ledger, and select G/L Global Lock/Unlock.

2. If applicable, in the G/L Global Lock/Unlock screen, select the Apply Changes to Next Year selection box.

3. If applicable, in the Elements To Be Included section, select one of the following radio buttons: All (selected by default) or Any.

4. Click on the Select Basis Elements button.

5. In the G/L Alias Account Picker dialog box, under the Account Elements and Alias Elements sections, click on the drop-down menu beside the corresponding element to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

Note: At least one account element or alias element must to be selected.

6. Click on the Accept button or the Cancel button to return to the G/L Global Lock/Unlock screen.

Note: The elements selected will display in the Selected Basis Elements section.

7. Click on the Build Preliminary Report button. The grid will populate all G/L accounts that meet the selection criteria.

8. Select as many or as few G/L accounts from the results displayed in the grid, by clicking the corresponding check mark beside each G/L accounts, or click the check mark at the top of the grid to select all journal vouchers.

Note: Use the Group Actions to remove all, remove selected or clear selected G/Ls from the grid.

9. Enter a note in the New Note field.

10. Click on the Lock or Unlock button.

Note: Only G/Ls with a Status of Unlocked can be locked and only G/Ls with a Status of Locked can be unlocked.