Record Locking for Data Protection
Big Business 8 adds new features for data integrity:
• Locking related POs and Bills (8.7)
• Locking related Invoices and Receipts (8.6)
In earlier versions of Big Business it is possible to create errors by editing multiple records at the same time, such as editing related POs and Bills at the same time to create a discrepancy in Purchase Order Status or a Qty Open.
This Solution describes these features. (6295)
• editing the PO for a Bill
• editing another Bill for the same PO
This feature prevents changing related records at the same time.
Click the yellow Lock Icon to identify the User or Workstation locking the record. Close the record and open it again at a later time to see if is unlocked.
Locked By
Locked By lets you click the Lock or In Use icon to find out why a record is locked.
You might know you can click the Lock icon to see who is using a record, like a Customer, that is normally unlocked.
Locked By adds an explation for transactions like Invoice, which can be locked by Payments, being in a Locked Period, and being from a Closed Order.
Locked Alert
Locked Alert has been added to Mark, Closed to let you know some orders are locked.
While an Order is open on someone's screen, it is locked from being marked as Closed. To find out whose, double-click to open the order then click on the Locked icon to see.
Chapter 96 Locking
Big Business protects the data you enter from accidental change by Locking as needed.
This chapter includes basic entries about Locking so you can make informed decisions.
Ultimately, you want reliability of data and to minimize the inconvience of corrections.
Live Locking
Live Locking helps protect your data and prevent errors by Locking records on the fly.
If you open an existing record and it is being used by another process it will be Locked.
If you click on the Lock icon, Big Business will try to tell why the record is Locked.
Locked Period
Locked Periods lock existing, dated transactions, not allowing any changes or additions.
Locked Periods prevent the addition of new transactions any time in the locked period.
Clicking on the Lock icon on a dated transaction may say, Locked by Locked Period.
Your bookkeeper or system administrator chose to Lock past periods to protect data.
Locking options include for invoices only, excepting select users, back to a select date. Contact support@bigbusiness.com for help administering these features and options.
Protected Period
Protected Periods protect existing, dated transactions, not allowing them to be changed.
Protected Periods still allow the addition of new transactions with a date in the period.
Your bookkeeper or system administrator might choose to Protect last month so there are no accidental changes to exiting tansactions, but that new entries can still be added.
This might be necessary if there are Vendor Bills that have not been entered and should be dated correctly for accrual and aging purposes. Please check before making changes.