Unlocking Period Transactions
Locking out transactions, including custom transactions that post to Accounts Payable, Accounts Receivable, and Payroll (if applicable) are prerequisite tasks for closing a period. These locks enable accounting personnel to review stable accounts and enter adjustments, as necessary.
Locking does not lock the entire transaction. It locks the general ledger impacting changes to posting transactions on the locked account. To make general ledger impacting changes to posting transactions on a locked account, the specific type of lock must be released. For example, releasing Lock A/P.
Locking transactions applies to all transactions including general journals and intercompany journals whether they are generated from the user interface, CSV imports, WebServices, SuiteScript, and ODBC.
When a period that has been locked has the Allow Non-G/L Changes box checked, users can make changes to posting transactions if the changes do not affect the general ledger. Users must have the Setup permission Allow Non G/L Changes to make such changes. Users with the Override Period Restrictions permission can make changes to posting transaction, whether the changes impact the general ledger or not, in a period that has been locked to transactions.
If users who do not have the Override Period Restrictions permission must make changes to posting transactions that impact the general ledger, transactions must be unlocked for the period. You cannot unlock transactions for a closed period. You must first reopen the period. See Reopening a Closed Period.
These permission restrictions do not apply to non-posting transactions such as sales orders and return authorizations. See Non-Posting Transactions in Locked and Closed Periods.
To unlock transactions for a period:
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Go to Setup > Accounting > Manage G/L > Manage Accounting Periods.
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Click the Checklist icon
for the period. -
On the Period Close Checklist page, do one of the following
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To unlock A/R transactions in the period, click the Lock A/R icon, then click Unlock.
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To unlock A/P transactions in the period, click the Lock A/P icon, then click Unlock.
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To unlock Payroll transactions in the period, click the Lock Payroll icon, then click Unlock.
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To unlock other transactions in the period, click the Lock All icon, then click Unlock.
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After all transactions are unlocked for a period with Allow Non-G/L Changes box checked, the box is cleared. If transactions are later locked, you can check the box again.