Closed period means that you can restrict employees from editing transactions created after a certain date. However, they will still be able to edit new transactions.
Set up the closed period
The closed period is configured separately for each transaction type. Let’s use Sales Orders as an example to illustrate how to set up a closed period.
- In the Kladana workspace, select Sales → Sales Orders.
- Click
.
- Select the period for which editing needs to be allowed. After the end of this period, editing will be prohibited.
- Click Save.
Editing transactions in the closed period
The administrator can edit any transactions, even if they are restricted by the closed period. If your subscription allows you to set up flexible access rights, you can permit some employees to edit transactions within the closed period.
- In the Kladana workspace, click on the user icon and select Settings → Employees.
- Click on the row of the user for whom you want to set up the permissions.
- In the User role section, choose the role User and click Setup permissions.
- Select Preferences and check the Edit transactions from the closed period box. Click Save settings.
- Click Save.