Forum Discussion

12 months ago

Unable to re-send sales invoice in a locked period

Hi, I am unable to re-send some invoices to clients. Keep coming up against “You can’t edit sales dated in the lock period. The lock period is specified in the security tab of the preferences win...

Shella_A
12 months ago
Hi RonAva,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

The error message indicates that the invoice you’re trying to resend is within the lock period date. This will prevent anyone from inadvertently making an entry or changes in a period in which you don’t want new entries. To resolved this, you may follow the following steps below:

Go to the Setup menu and choose Preferences.

Click the Security tab.

Untick the box Lock Periods: Disallow Entries Prior to option and choose the relevant date.
This selection will unlock on all transactions prior to the date selected.

Click OK.

Please note that your user role needs to have the permission to change preferences. Do let us know if you need further help.

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers,
Shella

Shella_A

MYOB Moderator

12 months ago

Hi RonAva,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

The error message indicates that the invoice you’re trying to resend is within the lock period date. This will prevent anyone from inadvertently making an entry or changes in a period in which you don’t want new entries. To resolved this, you may follow the following steps below:

Go to the Setup menu and choose Preferences.
Click the Security tab.
Untick the box Lock Periods: Disallow Entries Prior to option and choose the relevant date.
This selection will unlock on all transactions prior to the date selected.
Click OK.

Please note that your user role needs to have the permission to change preferences. Do let us know if you need further help.

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers,
Shella

ehunter
6 months ago
We are all very aware of the work around. However this only works for people with access. This needs to be fixed ASAP!
BR5
Contributing User
6 months ago
We too don't want a workaround. Please fix this issue ASAP
- gavin12345
  Ultimate User
  6 months ago
  
  I have spoken to a non-myob specialist who has looked into this issue - I also note MYOB at least sound like they are finally looking into it. Apparently it was not a deliberate change but rather a bug. Due to a backend change AR2024.6 thinks the sales invoice have changed even though it hasn't. Same issue affects invoices created after the Lock Period, though MYOB saves these without complaining. For those who can't wait for MYOB to release a patch, get in touch with MYOX Services who should be able to provide an interim solution.
  Regards
  Gavin
RonAva
12 months ago
Hi Shella,

Thank you. As it turns out, for this entity I am required to re-send invoices from a separate billing system. This entity pushes invoices to MYOB for financial reporting, etc but manage emailing invoices from the other system. I will note your response for future reference. Thanks again.

Regards

Ron
- Shella_A
  MYOB Moderator
  12 months ago
  Hi RonAva,
  
  Thanks for the response.
  
  We're glad to know that you manage to email those invoices. We appreciate your effort in this matter. Please be informed that we are now closing this thread. Feel free to start a new post in the future if you encounter any further issues. We're always delighted to assist you.
  
  Cheers,
  
  Shella
jjs57
11 months ago
How do I unlock a period in MYOB Lite!?

I cannot find any set up or preferences in the menu options
jjs57
11 months ago
Shella_A wrote:
Hi RonAva,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

The error message indicates that the invoice you’re trying to resend is within the lock period date. This will prevent anyone from inadvertently making an entry or changes in a period in which you don’t want new entries. To resolved this, you may follow the following steps below:

Go to the Setup menu and choose Preferences.
Click the Security tab.
Untick the box Lock Periods: Disallow Entries Prior to option and choose the relevant date.
This selection will unlock on all transactions prior to the date selected.
Click OK.

Please note that your user role needs to have the permission to change preferences. Do let us know if you need further help.

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers,
Shella
No this has not helped
- MAS2
  Experienced User
  6 months ago
  I am also having this problem, to keep having to go through the security & unticking is not helpful at all. The security issue shouldn't apply when you are not making any changes. We only wan to print the invoices. Please fix this problem asap.