Posting Control Information
Getting Started Overview Information Guide -> Posting Control Information
Global Locked Posting program warning -> Posting Control Information
Many critical programs in the software are designed to be run by one operator at a time, sometimes by division or even by batch. This is a security feature applied to all posting programs.
If a second operator tries to initiate the same posting, a warning will appear on the screen preventing the second user from proceeding. The conflict in posting is controlled by the Posting Control flag, which is set internally when the first operator initiated the posting process. Information about that user and the time of the original lock is displayed in the window.
If for some reason, such as improper software shutdown or power failure, the first operator has not exited the function properly to release the program, then the Posting Control flag will not be reset automatically to allow the next person to run the posting program. The operator will not be able to proceed until the posting flag is reset.
Resetting the Posting Control Flag:
An operator will only be able to reset this Posting Control flag if he has permission to reset that specific flag as controlled by Permissions in the Security Role that is assigned to him in Operators.
Whenever a posting control flag is reset, a record is written to the Delete Log for the appropriate Function.
The reset controls include the following:
•Accounts Receivable - Invoices resets Post A/R Invoices and Daily Close 3: Post Invoices and writes a record for ARIF70A to Delete Log
•Customer Payments - For Single Customer resets Customer Payments and writes a record for ARAR04 to Delete Log
•Customer Payments - Posting resets Post Customer Payments and writes a record for ARCP50A to Delete Log
•Customer Payments - Apply with Credits resets Apply Payments and Credits and writes a record for ARCH07 to Delete Log
•Customer Lockbox Payments resets the following and writes a record for ARBP03 to Delete Log:
Import Lockbox Payments
View Lockbox Payments
Apply Lockbox Payments
•Accounts Payable - Invoices resets Post A/P Invoices and writes a record for APVI91A to Delete Log
•Accounts Payable - Recurring Batch Code resets the following and writes a record for APRB02 to Delete Log:
Generate Recurring Invoices
Recurring Invoices
Post Recurring Invoices
•A/P and G/L Checks resets the following and writes a record for APCH91A to Delete Log:
Select A/P Invoice for Payment - Computer Checks
Print Computer Checks
Select A/P Invoice for Payment - Manual Checks
Post A/P Checks
Post Direct Payments
G/L Computer Checks
Print G/L Computer Checks
Post G/L Computer Checks G/L Manual Checks
Post G/L Manual Checks
•Check Reconciliation or Reverse A/P Checks resets Check Reconciliation and Reverse Posted A/P Checks
•Daily Close #1 - Invoice Edit resets Daily Close 1 - Invoice Edit and writes a record for RDIH50A to Delete Log
•Daily Close #2 - Generate Postings resets Daily Close 2 - Generate Postings and writes a record for RSIH51 to Delete Log
•Daily Close #3 - Rental Journal resets the Rental Journal print and post in Daily Close 3: Post Invoices and writes a record for RSRJ70 to Delete Log
•Bad Debt - Posting resets Post Bad Debts and writes a record for ARBD70A to Delete Log
•Bad Debt - Collection Posting resets Post Collections and writes a record for ARBC70A to Delete Log
•Inventory - Transfers resets Post Inventory Transfers writes a record for RSTH30 to Delete Log
•Inventory - Average Cost Changes resets Post Product Average Cost Changes and writes a record for RSCA20L to Delete Log
•Inventory - Adjustments resets Post Inventory Adjustments and writes a record for RSIA10L to Delete Log
•Inventory - Warehouse Cost Adjustments resets Post Warehouse Cost Adjustments and writes a record for INWR91 to Delete Log
•Inventory - Allocation of Stock to Branches resets Allocation Of Stock To Branches and writes a record for INDH12 to Delete Log
•Inventory - Unposted Asset Depreciation resets Clear Unposted Depreciation
•Inventory - Change Product Numbers resets Change Product Numbers
•Inventory - Merge Product Numbers resets Merge Sales Product Numbers
•General Ledger - Standard Journals resets Post Standard G/L Journals and writes a record for GLJH90 to Delete Log
•General Ledger - Miscellaneous Journals resets Post Misc Journals and writes a record for GLET10E to Delete Log
•Cycle Billing Edit/Billing resets Calculate Billings and Cycle Billing and writes a record for RSCD13 to Delete Log
•Saved Counter Worksheet resets Load Saved Counter Worksheet and writes a record for RSWH01 to Delete Log
•Generate Operator Charge Invoices resets Generate Operator Charge Invoices and writes a record for RSOT14 to Delete Log
•Purge Old Purchase Orders resets Purge Old Purchase Orders
•Reset Locked Accounts resets operator accounts in Enable or Disable Operator Login
•Invoice - In Use resets Miscellaneous Invoices, Point Of Sale Invoices and Work Order Invoices in use during Daily Close 1: Invoice Edit
•Reset Asset Finance Posting resets Asset Finance Report and Posting and writes a record for AFHDR10 to Delete Log
•Post Work Order Work In Progress resets Post Work Order Work In Progress and writes a record for WOIP10 to Delete Log
ACTIONS:
Additional actions provided by buttons on the Posting Control pop-up include:
•Release a Lock:
When a data entry program or a posting utility is designed to be run for one customer at a time, locking will occur if another operator attempts to run the program at the same time, or if the first operator did not exit the posting program correctly.
This Posting Control Information warning will appear on the screen preventing the second operator from proceeding, and only operators with Security Role permission to reset that specific lock will have access to the RESET button that unlocks the program.
Whenever a posting control flag is reset, an audit record is written to the Delete Log for the appropriate function.
•Help Information Your Locked screen:
Click the HELP button to read information on "How to release a personal lock in SRM"
Topic Keyword: PostCtrl