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Prevent Editing of Transaction Start Date for Carried-Over Breaks/Adjustments

in Account Reconciliation 4 comments

Summary:

Hello Team,

We have a business requirement related to the handling of Transaction Start Date for Carried-Over Breaks/Adjustments.

  1. When a transaction (break/adjustment) is carried over into a subsequent period, the Transaction Start Date should not be editable. Specifically:
  • The Transaction Start Date must remain fixed once the transaction moves to the next period.
  • During review of the carried-over break/adjustment, the Transaction Start Date field should be greyed out (read‑only).

2. Transaction Date to Month-End Date.

  • When creating a new break/adjustment transaction, the Transaction Date should automatically default to the last day of the current period (month‑end date)
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