1. Administrator's Guide
  2. Managing Intercompany Transactions
  3. Locking and Unlocking Entities

Locking and Unlocking Entities

You can apply a lock to an entity for a scenario, year, and period to prevent future changes to intercompany transactions for the entity. If the Match/Validate Before Post option is selected for the period, you must post all matched transactions and all mismatched transactions with a reason code before you can lock the entity.

Note:

The transaction lock status is different from the data lock status. For information on data lock status, see the Oracle Hyperion Financial Management User's Guide .

If you are assigned the Intercompany Transaction Administrator security role, you can view Process status, Lock status, entity details, intercompany transactions summary, and perform email alerts.

When the entity is locked, you cannot enter new intercompany transactions. You also cannot delete or change existing transactions. You cannot post or unpost transactions to a locked entity, or update the match status of a transaction that involves a locked entity. Therefore, even if the partner entity is not locked, the partner cannot match transactions because the match status cannot be updated for the entity.

For example, suppose Entity A is locked. You cannot enter any more transactions for Entity A, and no posting or matching can be done to the entity. You can still have intercompany transactions for Entity B with its partner Entity A if Entity B is not locked. However, if you try to match Entity B with Entity A, the process fails because the system cannot update the match status for Entity A.

If you are using submission phases, an entity should not be locked until all phases have Published status.

To lock an entity:

  1. Select Consolidation, then Intercompany, and then Monitor.
  2. From Scenario, select a scenario for the entity.
  3. From Year, select a year for the entity.
  4. From Period, select a period for the entity.
  5. Select the entity or entities to lock.
  6. Click Lock, or select Lock from the context menu, or select Actions, and then Lock.

    Tip:

    To unlock entities, select the entity to unlock, then click Unlock, or select Unlock from the context menu, or select Actions, and then Unlock.

    To unlock multiple periods, use the Ctrl key to highlight the periods, and then select Unlock. Note that you cannot unlock multiple periods using the Shift key to highlight them.