Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Problem:

...

How to restrict users to change posted documents from

...

a particular date?

...

Solution:

...

The date of prohibition can be set when users shouldn’t enter any data after the Month end closing.


NOTE Only user users with Administrator access rights can change the settings or add the restrictions.


1). Set date of prohibition from Administration:
 Image Modified

 

2) In . In the prohibition date settings- , select the required option i.e. for all users or User Users wise by using the drop-down option in available on the field prohibition date settings:
 Image Modified

 

a) For all users optionProhibition date can be:

  • Common date, which means any addition of data before this date will be restricted. You can manual manually change the date after every month-end closing or select the required settings from the prohibition date drop-down.

Image Modified

Image Modified

  • By Section, which means the setting of prohibition for the particular section available by default. Here you can put the common date or elect another available option:

Image Modified

  • By Section and Objects, which means the same setting set of prohibition prohibitions as in the previous option but it is used for multientity multi-entity companies to set the different dates or options for different entities. Use the Pick object button to select Entity: 

Image Modified


b) By users option. Using this option prohibition date can be set per user, restricting only a particular user to change the data, or set setting different dates per users. The same parameters same parameters (By section, by section, and by object) can be set per user as well. 

Image Modified


3) . In order to check the settings you can , generate a report of restriction: 
Image Modified

Press Run report to generate the report:
Image Modified


Thank you for being a FirstBIT customer!

 # restrictions on changes