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Lock periods

By using this feature you can make sure that work orders, incoming invoices and internal supply orders are locked automatically once a period has been closed.

Use

Documents that fall within a given period will be locked automatically. Once a document has been locked, you cannot roll this back manually. You can only undo the lock by rolling back the lock period.

Adding a document to a lock period or removing it from one is recorded in the audit log of that document.

Settings

Users with access to the settings can manage lock periods. You create them through the 'projects' module. You do this by clicking the Lock periods action button at the top.

Action button 'lock periods'

In the overview you see the various periods that have already been created. Every period contains a FROM DATE, TO DATE and COMPANY.
A new period always starts from the previous period.
A period can be set per company. If you work with only 1 company, the 'company' column is not visible.

Creating lock periods

Once a period has been created, no new documents can be created within the period given. They automatically get the first following date that falls outside the period.

Updated on: 04/09/2026

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