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.
  • Click the toggle next to the field title to select or deselect all of the periods in the Locked field.

3     Lock the general ledger.

• Click the Submit button to run the lockout periods process.
  • You can view the progress of the process on the Job Viewer window.