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
Thank you, users will only lock or certify once all their inputs are completed, is there any other option available to lock the accounts for a specific scenario..
Henning
OneStream Employee
OneStream EmployeeI think there may be a misunderstanding going on. How would you like to lock accounts without locking accounts? Using workflow channels is the way.
E.g. if we use Golfstream.
Let us assume the "Import" step is used to import your Rev accounts. After the import, the Import step can be locked.
If that has been set up using workflow channels as described, locking only this single import step will lock only the Rev accounts in the WF period and WF scenario the user loaded and locked the Rev data to.
Then, the users can load the COGS data using the - in this not well-chosen example - "Sales Detail" import step. Once done, this single import step can be locked, which will then lock only the COGS accounts.
The users can then still load data to accounts that do not share any of the WF channels used for Rev or COGS accounts. Only when the overall step is locked, all data of that scenario / time / entity (simplified) is locked. Such as the step for Feb: