Lock/Unlock transactions

Introduction

This article explains the locking feature in ParagonERP and how it applies to your transactions.

Process description:

If you wish to have your transaction locked once it is issued, the transaction setup screen has an option just for that purpose. On the screen below, you will see the on issue toggle switch, where you can choose don't lock or lock. By default, it will be set to don't lock and will appear grey.

If you wish to have your transaction locked once it is issued, you can put it on lock. The toggle will now be blue.

Using the locking / unlocking feature

If the transaction screen setup is set to Lock, whenever a new transaction is issued a lock will appear on the right corner of the screen.

Contact your system manager to unlock a locked Issued transaction.

User permissions for the locking feature are defaulted to view only. Only a user with high enough permissions would be able to unlock the transaction, giving you access to the edit button which will now look like this.

Note that permissions are set per module. In the example below, we are showing the permissions for the credit module.

Read more about user access and security profiles.

If the toggle is set to don't lock, the lock will not appear on the right hand side of the newly issued transaction. Only the edit button will display.

If your user access permission is set to Create for that module

If you have high enough permission set for that module, the lock icon on the transaction will appear in blue and will be clickable. You can click on it to lock or unlock it.

Bulk Lock / Unlock

The following bulk action feature can only be used if you have activated action button rules.

If you've set the module to lock on issue, note that existing issued transactions won't be locked automatically. In order to do so, you can either do it as shown previously for individual transactions or use the bulk feature.

Start by clicking bulk edit from the list view.

Bulk edit will now become bulk action. Select the transaction you wish to lock / unlock and when you're ready, click on bulk actions.

You now have the option to bulk lock or unlock your transactions.

The list view screen does not show you which transaction is locked or unlocked. You should make a list of the transactions that you want to lock or unlock prior to using this bulk action function.

In this example we will select lock. On the modal, make sure to select manually selected before accepting.

Once the changes have been made, a summary log modal will appear confirming which transactions have been locked/unlocked successfully.

If your transaction was issued but unlocked, whether it had the unlocked button or not, the button will now appear.

To bulk unlock your transactions, follow the same steps, but select unlock instead. The previously locked transactions will now be unlocked, and the button will look like this. The edit button will be visible as well.

Set up transactions screens