Lock project transactions for posting

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Posted on by Community Member

Hello everyone,

Is there a possibility to lock/ prohibit project transactions to be posted beyond a specific date?

For example, there are hour transactions for a project which have not been posted in the month when the work effort occurred, and when they are posted eventually (after a month) - it is causing issues in accrual calculations.

That is why I was thinking of possibly restricting the posting of hour transactions beyond a certain date.

I checked for this possibility in the Project management and accounting module, but could not find anything.

Anyone had a similar issue and a possible solution?

Thanks in advance.

Teodora

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Community Member on at

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RE: Lock project transactions for posting

Hello Ludwig,

Yes, I reviewed that option just now.

Thank you for confirming it as well.

Best regards,

Teodora
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Ludwig Reinhard Microsoft Employee on at

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RE: Lock project transactions for posting

Hi Teodora,

Can't you prevent users from backdating transactions simply by opening and closing only a single period?

If they want to post transactions into the previous months, D365FO prevents them from doing that.

Have you considered this option?

Best regards,

Ludwig