Wilfords
3 years agoExperienced Cover User
sales
Hello
In August 2022, a deposit was received from a customer and entered as an order.
The customer required the invoice so the order was changed into an invoice in August 2022.
The job has now been completed and the amount of the invoice has to be changed.
When I tried to do this it wouldnt allow me to do it because it was in a locked period.
I am not sure how I can change this.
Can you help please
Lindy
Hi Wilfords
A period is locked by a user usually after bank recs have been competed, to ensure no changes are made. See Setup > Preferences > Security - if making a change ensure you discuss with the user who locked the period.
Regards
Gavin