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Saved Search for Transactions created after period lock

edited Aug 8, 2025 4:56AM in Accounting / ERP 14 comments

A saved search needs to be developed to identify all posting transactions that were created after the corresponding accounting period was locked (but not closed). This is necessary because certain users or roles with override permissions can still create transactions despite period locks (e.g., after "Lock A/R," "Lock A/P," and "Lock All" actions). The saved search will help in monitoring and controlling such activities for audit and compliance purposes.

Note: Period close is not done on a specific date and may vary. Hence, we cannot set a specific date as the default in the search criteria.

Could you please advise on the same?

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