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budget:utilities:masslockunlockfunds

Mass Lock/Unlock Funds - BUD6400

Budget > Utilities > Mass Lock/Unlock Funds

This page is used to protect account codes and amounts from being changed when developing the next year's budget. When completing the mask, you can quickly select single or multiple account codes to be locked. Budget accounts that are locked cannot be updated or changed on the Budget maintenance pages by either Budget users or through the Interface NY to Budget process in Payroll. You do not need to remember what accounts are locked before unlocking them. By using a full mask of the account code and clicking Execute, a preview page of all account codes to be unlocked is displayed. You can then determine if all accounts listed are to be unlocked or if the unlock mask should be modified.

Mass lock/unlock accounts:

Field Description
Account Code

The 20-character account code mask is displayed. You can enter a partial mask or complete account code elements (e.g., 1XX for all 1 account codes or 199 for all 199 account codes). Use a mask with all Xs to lock or unlock all accounts.

❏ Select one of the following Action options:

LockSelect to lock all accounts with the selected element from any changes.
UnlockSelect to unlock all accounts with the selected element and allow changes.

❏ Click Execute to lock or unlock the selected accounts that match the mask. The Mass Lock/Unlock Funds Change Report is displayed. Review the report.

❏ Click Process to update the selected accounts in the budget tables.

A message is displayed prompting you to perform a backup.

❏ Click Cancel to return to the Mass Lock/Unlock Funds page without updating the selected accounts.

budget/utilities/masslockunlockfunds.txt · Last modified: 2022/01/31 21:27 by emoreno