Non-Posting Transactions in Locked and Closed Periods

Permissions restrictions for locked and closed accounting periods do not apply to non-posting transactions such as sales orders and return authorizations. Users do not need any specialized permissions to add or edit non-posting transactions in any period, even if the period has been locked to transactions or closed.

The following transaction types are always non-posting:

• Estimate

• Liability Adjustment

• Opportunity

• Payroll Adjustment

• Purchase Order

• Return Authorization

• Revenue Arrangement

• Sales Order

• Transfer Order

• Vendor Return Authorization

• Work Order

If approval is required for transactions, the transactions are non-posting until they are approved. The posting period for such transactions is determined upon approval. The transaction posting periods may vary from the periods displayed on transaction entry forms and unapproved records.

Commissions always require authorization before they post. Other transactions may also require approval, depending on your accounting preferences. For more information, see the following topics:

• Authorizing Employee Commission

• Journal Entry Approval Overview

• Approval Routing

For information about transactions' impact on the general ledger, see General Ledger Impact of Transactions.

Related Topics

Accounting Period Close

Using the Period Close Checklist

Inventory Tasks on the Period Close Checklist

Unlocking Period Transactions

Reopening a Closed Period

General Notices