Locking Your Period

Once your Period is complete, you have reviewed the outcome and are not intending to make any further changes; it is best practice to Lock your Period.

When a period is locked, certain actions become restricted to preserve data integrity. Specifically, you cannot:

• Reprocess the locked period.
• Edit the locked period's settings.
• Reingest sales files associated with the period.
• Reprocess individual statements within the period.

However, the following actions are still permitted:

• Publish, send, or unpublish statements within the locked period.
• Revalidate the sales files linked to the period.
• Edit individual sales lines of sales files linked to the period.
• Reinclude the locked sales files in another period.

If you wish to perform any restricted actions, it is possible at all times to unlock the period again.