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NSC | Saved Search > Subsidiary's Lock Tasks Date

edited Aug 1, 2025 4:54PM in Accounting / ERP

Scenario:

User wants to create a saved search to obtain the dates related to 'A/R,' 'A/P,' and 'Lock All' tasks for each subsidiary in a period under the 'Manage Accounting Periods' page.

Solution:

1. Navigate to Setup Accounting Manage Accounting Periods
2. Select the earliest Open Period
3. Click the Period Close Checklist icon
4. Click Lock A/R task icon
5. On the upper right corner, click Search
6. Click Create Saved Search button
7. Click Criteria
8. Click Standard

Filter: Select Task Item Type: any of Lock All, Lock A/R, Lock A/p
Note: For every required field, use the drop-down menu to select it and once adjusted click Add if needed

Clarisa De Torres | Ask a Guru

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