Guidance for Setup/Documentation- Closed Period Inquiry — Cloud Customer Connect
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Guidance for Setup/Documentation- Closed Period Inquiry

Summary:

Can you please advise us or provide documentation available to guide users regarding the following inquiries?

  1. Can certain users (e.g., Accounting) be granted permission to post to a prior period while others are restricted?
    If yes, what are the setup needed? Please provide us proper outline how this can be implemented. This will serve as valid references we could discuss with the client.
  2. Is there a way to allow specific types of orders—such as sample orders—to be processed during a closed period?
    If yes, what are the setup needed? Please provide us proper outline how this can be implemented. This will serve as valid references we could discuss with the client.

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