The Lockout Periods window is used to lock the general ledger so that users cannot post journal entries to past or future fiscal periods and years. The fiscal year end process in the Springbrook application is a soft close, meaning you can still post journal entries to prior fiscal periods and fiscal years after the fiscal year has been closed. The Lockout Periods feature allows you to lock fiscal periods and years so that journal entries cannot be posted to them. Users will receive an error message when they try to post a journal entry to a fiscal period that has been locked out.
- Select the fiscal year that you would like to lock from the Fiscal Year drop-down menu.
- Toggle the periods for each fiscal year that you would like to lock.
- Once you have selected the periods to lock, click on the OK icon.
Once the process has completed, the periods will be locked. Any user that attempts to create journal entries for those periods will be have a message pop up stating that the period has been locked. This message usually occurs on the GL Distribution step of the process.