Override Workflow Actions for the Locking Period
  • 1 Minute to read
  • Dark
    Light
  • PDF

Override Workflow Actions for the Locking Period

  • Dark
    Light
  • PDF

Article summary

Now, users with full access to the consolidation process can skip the workflow process like Forward and Approve actions and directly lock the period. Prior to this release, users had to perform multiple steps to lock the period, which increased the processing time.

Business Value: Users with full access to the consolidation process can optimize their workflow, avoid multiple clicks and reduce the overall processing time required to complete tasks.

In Practice: How to lock the period

  1. Navigate to the Consolidation Control Panel > Consolidation Process.
  2. Select the Scenario, Period, and Entity.
  3. Select the Period you want to lock the entity and click Lock.
Note:
You can perform lock action on periods with Consolidated, Forwarded, and Approved status. However, this action cannot be performed on the Modified status.

Was this article helpful?