Alert/Fail Mechanism for Financial Lock Date Discrepancies Answered

Creating on behalf of the customer 

There are instances when a transaction is performed, and due to the lock date, part of the financial entries is not generated. This can lead to financial discrepancies in the system.

Proposed Solution:

  • An alert should be triggered to notify the customer when the financial lock date prevents entries from being generated.
  • Alternatively, the transaction should fail, preventing incomplete financial entries and ensuring data integrity.

This feature would help customers avoid discrepancies and maintain accurate financial records.

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Comments

1 comment

  • Comment author
    Jayson - Community Team Cin7 Community Team
    • Official comment

    Thanks for raising this on behalf of the customer. Please advise them that currently any transactions that fail due to the Lock Date being set in their accounting platform will result in it failing with an error message that it is due to the Lock Date.
    They would have to reset the lock date to an appropriate earlier date and then run the sync again. This will then allow all transactions to be processed accordingly.  

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