How can I set up the Lock Date in Metro ERP?
In Metro ERP, you can set up the Lock Date to prevent users from modifying financial transactions before a certain date. This is useful for ensuring accounting integrity after closing a period. Follow these steps to configure it:
1) Go to the 'Accounting' module.
2) Under the "Configuration" menu, select 'Settings.
3)
Now, navigate to Accounting >> Configuration >> Setting >> Fiscal Periods.
It's a change in the main Fiscal Period Closing setting.
Set the Lock Date
- Scroll down to the Periods section.
- You will find two options:
- Lock Date for All Users: Prevents modifications for everyone.
- Lock Date for Non-Advisers: Prevents modifications for users who are not accounting advisers.
- Enter the desired lock date in the respective fields.
Save the Changes
- Click on Save to apply the lock date.
To get more details to set up the Lock Date in Metro ERP, please do contact us at support@metrogroup.solutions