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budget:utilities:masslockunlockfunds

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budget:utilities:masslockunlockfunds [2017/01/02 20:20] – emorenobudget:utilities:masslockunlockfunds [2022/01/31 21:27] (current) – emoreno
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 //**Budget > Utilities > Mass Lock/Unlock Funds**// //**Budget > Utilities > Mass Lock/Unlock Funds**//
  
-<WRAP round intro>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 Human Resources. 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.</WRAP>+<WRAP round intro>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.</WRAP>
  
  
-====Mass lock/unlcock accounts:====+====Mass lock/unlock accounts:====
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Account Code|{{page>general:masslockaccountcode}}| ^Account Code|{{page>general:masslockaccountcode}}|
  
-Under **Action**, select one of the following:+VCV Select one of the following **Action** options: 
 ^Lock|Select to lock all accounts with the selected element from any changes.| ^Lock|Select to lock all accounts with the selected element from any changes.|
 ^Unlock|Select to unlock all accounts with the selected element and allow changes.| ^Unlock|Select to unlock all accounts with the selected element and allow changes.|
  
-^Execute|Click to lock or unlock the selected accounts that match the mask. The Mass Lock/Unlock Funds Change Report is displayed. ++Review the report.|{{page>general:printreport}}++| +VCV Click **Execute** to lock or unlock the selected accounts that match the mask. The Mass Lock/Unlock Funds Change Report is displayed. [[general:printreport|Review the report.]] 
-^Process|Click to update the selected accounts in the budget tables. A message is displayed indicating a system backup should be performed.{{page>general:budgetprocessutility}}| + 
 +VCV Click **Process** to update the selected accounts in the budget tables. 
 + 
 +{{page>general:massunlocklockfunds}} 
 + 
 +VCV Click **Cancel** to return to the Mass Lock/Unlock Funds page without updating the selected accounts.
  
-^Cancel|Click to return to the Mass Lock/Unlock Funds page without updating the selected accounts.| 
  
 +{{indexmenu_n>55}}
budget/utilities/masslockunlockfunds.1483388401.txt.gz · Last modified: 2017/01/02 15:20 (external edit)

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