How to Lock/Unlock a a Fiscal Period (Month)

How to Lock/Unlock a Fiscal Period (Month)

The G/L Month End module provides the facility to Lock and/or Unlock a fiscal period using the Lock and respectively the Unlock actions.

Note: The Lock action is available for unlocked periods. If a period has batches, the period must be month ended and the batches in the period must be finalized and month ended. The Unlock action is available for locked periods; the fiscal year for the locked period must be unlocked.

Use the following steps to lock/unlock a fiscal period:

1. Click on the Business tab, click General Ledger, and select G/L Month End.

2. In the grid, click on the Action drop-down menu beside the corresponding month and select Lock or Unlock.

Note: The Locked column in the grid will indicate if the month is locked with a Yes or No.

Lock:

Unlock:

3. Enter a note in the Note field.

4. Click on the OK button to complete the process or click on the Cancel button to cancel the lock or unlock process.