NetClose - Locking NetClose Modules

Overview

Once the close is completed for a specific period, users can lock the NetClose Flux Analysis, Reconciliations, and Tasks modules to prevent any changes. The walkthrough below demonstrates this process.

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Step by Step Process

1. Navigate to NetClose > Close Management >  Lock NetClose Modules
2. Select the desired period to lock modules in View full size
3. Select the desired modules to lock View full size
4. Select Submit View full size
5. When a module is locked, users will see the "Module Locked" badge instead of an action button, fields will be disabled on the record, and/or an error message will appear when attempting to edit in the module.  View full size