Locking: All invoices
Locking prevents the possibility of any change made by a company user which may impact the content of the document. All documents can be locked up to (including) a selected date.
Executing locking/unlocking
Locking is available in ''Additional setting/locking periods":
Click on your name in the upper-right corner, and then on Additional settings
- Select the option ''Locking periods''
- By using the ''Add'' button, add a new period, lock it, and save.
- The entire history of locking and deleting is displayed in the table
- By using the ''Delete'' button, the locked period can be removed
When adding a new period, selecting a document type and date until when (including that date) the documents should be locked, is required. Notes can be added too.
In the end, click on ''Save''.
Display of locked documents on the list
If a document is locked, the ''lock'' icon will be displayed on the list.
If a change to a locked document is made or one is deleted, the following message will be displayed:
Locking: All invoices
Scope of documents: all sales (domestic, foreign, retail, prepaid, credit notes) and purchase invoices (domestic, foreign, retail, prepaid, debit notes).
Date considered: for sales invoices, this is the invoice date. For purchase invoices, it is the invoice receipt date.
Blocked operations: adding/changing/deleting invoice
It is still possible to execute the following operations:
- creating a credit note/invoice cancellation,
- adding/deleting/arranging payments,
- changing installments,
- changing profit center
Locking: Stock
Scope of documents: all sales (domestic, foreign, retail, prepaid, credit notes) and purchase invoices (domestic, foreign, retail, prepaid, debit notes), delivery notes, goods received notes, inbound order, picking list, inter-warehouse transfer, commission, inventory, work order, sales order
Date considered:
- document date: sales invoice, delivery note, goods received notes, inbound order, picking list, inter-warehouse transfer, commission, inventory, sales order.
- invoice receipt date: purchase invoice
- date of consumption: work orders
Blocked operations:
- adding/changing/deleting documents
- adding consumption (work orders) before that date
It is still possible to execute the following operations:
- sales orders: change of order status, change of additional order description
- operations related to invoices described in ''Locking: All invoices''
Pre-requisites for locking:
- sales orders: must be completed before the lock date
- work orders: the entire plan and consumption must be before the lock date
Problem: non-locked sales orders
If a printout similar to the one below is received, displayed orders should be modified beforehand.
The options are the following:
a) change the order status to ''Completed''. Either way, they probably would not be shipped, since those orders are really old. If there is a large number of orders, we suggest using Order Management - Modifying the orders with import.
If the statistics based on the unshipped orders (for example, how many of them are not shipped due to ''No shipping - no stock'', ''Customer canceled the order via e-mail'', ''Customer canceled the order via call center''), should be displayed, do the following:
- Add new order statuses - such as ''No shipping - no stock''
- Change the order statuses manually or via Order Management - Modifying orders with import
- In additional settings (see the picture below) indicate the new status as ''Ignore statuses on reservations''.
b) add status (for example. customer complaint in the picture - money refunded) to Ignore statuses on reservations. However, be careful: for those statuses, the reservations will not be considered.
