Change Period Locking by Company

You can lock specific companies or all companies at once to prevent the processing of submissions that were already completed. You can also define which submissions are locked for each company for a specific period and actuality.

If you enable password protection, you must enter the password to unlock a company, which is defined in the Define Submission function. To unlock all companies at once, you click Lock/Unlock all companies and type the passwords for all companies in the pop-up.

You can select what you want to see using the filter, and select the period, actuality, submission (if applicable), company, consolidation type, and group, including subgroups. If you leave the submission field blank, all the defined submissions for that selection are shown.

For more information, see Define Submissions.

Before you begin

To be able to lock specific companies, the whole period must be open using the Period Locking function.

Procedure

  1. On the Maintain menu, click Period Locking/Change - Period Locking by Company.
  2. Select the actuality, period, and submission for which you want to lock/unlock companies.

    If you leave the Submission box blank, and you work with multiple submissions, all submissions appear.

  3. If you want to lock specific companies, select the Use Filter check box and select the company or group, including subgroups that you want to view.
  4. Click the Open button to view all submissions, form sets, and submission dates for each company or the specific companies defined in the previous step.
  5. Click the Insert button to open a company list box, and select the companies that you want to lock, or select the Lock/Unlock all companies check box to lock all companies at once, and click OK.

    The selected companies are added to the list of locked companies.

  6. If you want to unlock a company and submission, click the Lock column, and provide the password if requested. The password is set in Define Submission.

    Tip: To unlock all companies at once, select the Lock/Unlock all companies check box.

  7. Click OK.
  8. Click Save.

Results

  • In order to lock specific companies, the current period must be open in the Change Multi Period Locking window.
  • In order to lock periods on company level, the check box Use Period Locking on Company Level must be selected and a closing version defined in the general configuration, General 1 tab.