Summary

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.

Step by Step

1     Open the Lockout Periods window (GL> Utilities> Lockout Periods).

2     Complete the Settings section.

• Select a year from the Fiscal Year drop-down menu.
  • Once the fiscal period has been selected, the Fiscal Year drop-down menu will be disabled.
• The Locked field will display the Fiscal Periods that have already been locked once a fiscal period has been selected in the Fiscal Year field.
  • Check the toggles of the fiscal periods you would like to lockout.
  • Press CTRL+A to highlight all of the periods in the Locked field. Press SPACE to check or uncheck all of the highlighted toggles in the window.

3     Lock the general ledger.

• Press ENTER to run the process immediately or enter a date and time in the field next to the Confirm icon to schedule the process to run at a later time.
  • You can view the progress of the process on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).