After month-end close, finance teams need confidence that reviewed periods stay unchanged. Backdated sales orders, invoices or journal entries can break reports, slow audits and create reconciliation headaches.
What Global Lock Period Does
Global Lock Period lets administrators define date ranges where create and update operations are blocked on selected date or datetime fields. You choose the models, the fields, the lock window and which users may still edit during the locked period.
Configure a Lock Period
Go to Settings > Global Lock Period, create a period with a name, start date and end date. On the Model Restriction tab, add lines for each affected model, pick the locked date field, optional allowed users and a custom warning message.
Lock and Unlock
Click Lock to activate restrictions. Users outside the allowed list will be blocked when saving records whose date falls inside the configured range. Click Unlock when the period should be editable again.
Common Use Cases
- Month-end close — freeze order and invoice dates after accounting review
- Audit and compliance — keep reviewed periods unchanged with controlled manager access
- Operations control — lock purchase, delivery or manufacturing dates during reporting windows
- Custom apps — works with third-party and in-house modules that use date fields
Chatter Tracking
Lock configuration changes are tracked in chatter so administrators can review who updated periods, model lines and bypass users over time.