Account Lock - Allow Input false
HI
Am looking to lock the accounts (Rev first and then COGS ), such that if the Rev load is done i should be locking the Rev account for a particular scenario, then lock COGS account based on the I...
Forum Discussion
Hi, you will need to use Workflow Channels for that. You set up separate channels, one for Rev, and one for COGS, and assign those to the corresponding accounts as well as WF steps. When the workflow is locked or certified, the accounts that have the same channel assigned as the workflow step will be locked accordingly.
You may also think about using channels on a UD (e.g. Audit) in case you like to split the lock by data collection member in another dimension other than account.
There is a webinar available on OneCommunity as well (Note that the webinar focuses on using WF channels in a UD, but the general concepts are well explained):
The documentation should help you with more background information, if needed (what you are looking for is "Account Phasing"):
Workflow Channels (onestream.com)
If you search for Workflow Channels in this community you will also find related questions other people were asking on this, in case you need more inspiration on top of the above information and resources.