Locking access to posting periods
Caution! Do not confuse changing periods with locking access to a fiscal period. Locking access to a posting period only prevents posting.
If you log on to Sage 100 Contractor as a company administrator, you can control which fiscal periods accept posting by locking access to any posting periods except the current period. When you lock access to a fiscal period, operators cannot post to that period.
For example, suppose it is the end of period 6, and access to all other periods is locked. When you close the books, Sage 100 Contractor opens period 7, which becomes the current period. You then have to manually lock period 6.
You can restrict access to posting periods on any window that deals with posting periods. These windows appear throughout Sage 100 Contractor. For example, you can lock access in these windows: 1-1 Checks/Bank Charges, 1-2 Deposits/Interest, 1-3 Journal Transactions, 1-4 Recurring Journal Transactions, 3-2 Receivable Invoices/Credits, 4-2 Payable Invoices/Credits, 11-2 Work Orders/ Invoices/Credits, 12-2 Inventory Allocation, and more.
Important! To lock access to posting periods, you first must log on to Sage 100 Contractor as company administrator.
To lock access to posting periods:
- In the 1-6 Period and Fiscal Year Management window, click Manage Period Availability.
- In the Manage Period Availability window, select the period to which you want to restrict access.
- Click Lock Access.
Note: To open access to a posting period if it is locked, click Open Access.