About Locking and Unlocking Fiscal Periods

Learn more

Editing Fiscal Period Start Dates and End Dates

Fiscal Calendar Screen

Locking or Unlocking Fiscal Periods

You can lock or unlock fiscal periods for Sage 300 programs that process transactions.


Recommended order in which to lock programs

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:

Considerations for specific programs

For some programs, there are special considerations to keep in mind when locking a fiscal period: