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:

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:

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