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Project transactions suddenly failing to closed tasks

  • September 7, 2022
  • 4 replies
  • 122 views
dmzasdf
Varsity I
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Just experienced that we are no longer able to run our over/under project transactions against closed tasks. All business units are needing to re-open tasks to get through the August close whereas this has not been required in the past and we cannot see where this is controlled or determine causality. We are helping where asked to mass activate tasks, but that’s not a long term solution.

We are self-hosted on 2021R2 with no recent software updates and no known related configuration changes.

Any ideas including whether you are able to project transaction against closed tasks would be great!

Best answer by Heidi Dempsey

@dmzasdf  Thank you for your question.  You can lock the Period in the Master Calendar and then even the financial supervisor will not be able to post to those periods.  Check out this post as well:

 

Laura03

4 replies

dmzasdf
Varsity I
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  • dmzasdf
  • Author
  • Varsity I
  • September 8, 2022

Found access to post to completed transactions is in Financial Supervisor user role, but that also grants access to post to closed periods which needs to stay more limited. How do we grant another user role access to post to completed transactions?

Laura03
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • November 1, 2022

Hi @dmzasdf - were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
dmzasdf
Varsity I
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  • dmzasdf
  • Author
  • Varsity I
  • November 2, 2022

@Chris Hackett there was no response to my post, so we are left to assume there is no way aside from the Acumatica built-in role of Financial Supervisor to post to completed transactions.

Chris Hackett
Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • Answer
  • November 2, 2022

@dmzasdf  Thank you for your question.  You can lock the Period in the Master Calendar and then even the financial supervisor will not be able to post to those periods.  Check out this post as well:

 

Chris Hackett
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