Viewing Ownership Management Locked/Unlocked Status

The Ownership Management screen now includes a column that displays the Locked/Unlocked status of entities based on their Approval Unit status. For example, if an entity is locked during the Approvals process, its status will be Locked in Ownership Management. Changes to Ownership Management are allowed for unlocked entities and prevented for locked entities.

Business Benefit: The ability to lock Ownership Management settings ensures that changes cannot be made to settings that impact entity data for which the Approval Unit is already locked.

Key Resources

Administering Tax Reporting

• Managing Ownership
• Importing and Exporting Ownership Data
• Copying Ownership Data