Lock a period for postings

Once the postings in a particular posting period are processed, they cannot be changed or deleted anymore, and the corresponding postings period is regarded as closed. However, new postings can be entered in a closed posting period if necessary. To avoid subsequent postings to an already closed posting period, you can lock periods for postings.

When a posting period is locked, any subsequent transaction will be automatically posted in the next unlocked posting period.
In contrast to posting processing, locking a posting period can be undone if necessary.

Prerequisites

• A fiscal year has been selected, see Select fiscal year.
• At least one posting has been created, see Create a manual posting.

Procedure

Accounting > Post > Tab POSTINGS

1. Click the [EDIT] button in the header above the postings list.
   A context menu is displayed.

   

2. Click the Lock months... menu entry in the context menu.
   The Lock fiscal months window is displayed.

   

3. Click the drop-down list after the month to be locked and select the Locked option. Repeat this step for all months to be locked. The drop-down list is active only for those months where postings have been recorded.

   Select the bookable option in the drop-down list to unlock the corresponding month and make it available for postings again.

4. Click the [OK] button.
   A pop-up window is displayed while the changes are being saved. As soon as the pop-up window is no longer displayed, the selected months are locked.