Setting up Workflow Lock Period Restrictions
This feature provides the ability for you to lock a period after a specified number of days, and to prevent specified actions from occurring for the following:
- Close Repair Order - The Close Date and/or Post Date for repair order must be after the last period lock
- New Receipt - The Receipt Date on new receipts and adjustments must be after the last period locked
- New Invoice - The Invoice Date on new vendor invoices must be after the last period locked
- New Credit Memo - The Credit Date on new parts returns and partial credits must be after the last period locked
- New Deposit - The Deposit Date on new deposits must be after the last period locked
To set up period end closing restrictions
- Select Configure > Profiles from the menu bar.
- Select your repair facility profile, and then select Edit from the mini-toolbar.
- Click on the Workflow - Lock Period link under Repair Management.
- Select the Lock period option, and then select the number of days from the Lock perioddroplist.
- Select the month end closing restrictions from the list of options.
- Select Save or Save and Close from the toolbar.