Questions and Answers

Q: This article explains the process for posting to prior periods. Please refer to the sample error messages below; they may appear when attempting to post to prior periods:

• Posting from AR to a prior fiscal period is not allowed.
• Period 03/2001 has been manually locked.  Reenter a transaction date for another Fiscal Period or cancel.

A: Unless the periods have been locked, Sage Pro sub ledger transactions will be posted within the three year window and they will be date sensitive. If the period has not been locked, there are two settings that would affect GL posting to a prior period:

 

• Open General Ledger
• Under the File menu, click Change Setup Information.

1. Click the General Info tab.
2. Verify that  Lock Period at Period Close is selected.
3. Save changes.
4. Under the File menu, click Change Setup Information.
5. Click the Linked Apps tab.
6. For each module that applies, make sure Allow postings to prior periods from: is selected.

To unlock the period, follow the steps below:

1. Open System Manager
2. Under the Maintain menu, point to Companies and click Fiscal Calendars.
3. Type in the company name into the Company field.
4. Type in the fiscal year into the Fiscal Year field.
5. Under the Locked field, uncheck the fields that the periods should not be locked..

This can only be done if the field is not permanently locked. Otherwise, this must done manually in the database. A Sage Certified Consultant and accountant must be involved in this process.

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