You can lock or unlock fiscal periods for Sage 300 programs that process transactions.
Validation occurs when dates are entered in transactions, so if users are processing transactions while you are editing the fiscal calendar, those users may not receive any warning about locked fiscal periods, and may be able to post transactions to periods you are trying to lock.
For this reason, we strongly recommend that you ensure nobody else is using the system while you edit the fiscal calendar and lock or unlock fiscal periods.
Locking a fiscal period for a program affects the entry and posting of transactions only within that program. For this reason, we recommend that you lock periods for programs that generate transactions for other programs before you lock the programs that receive the transactions:
For some programs, there are special considerations to keep in mind when locking a fiscal period:
Bank Services. If the Locked Fiscal Period field on the Company Profile screen is set to Error, locking a period for Bank Services affects other programs as follows: