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

1. Select Configure > Profiles from the menu bar.
2. Select your repair facility profile, and then select Edit from the mini-toolbar.
3. Click on the Workflow - Lock Period link under Repair Management.
4. Select the Lock period option, and then select the number of days from the Lock perioddroplist.
5. Select the month end closing restrictions from the list of options.
6. Select Save or Save and Close from the toolbar.

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