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The Freeze Transactions page lets you prevent users from editing transactions that were closed prior to a specific date. This prevents changes that could affect various reports and invoices already produced for customers for the period.
- To freeze a transaction, navigate to Admin > Freeze Transactions.
- Under the 'Freeze' column in the grid, click the selection box(es) for each warehouse you want to freeze transactions for.
- Enter a 'New Freeze Date'. The dates listed in the grid under 'Oldest Open Receiver' and 'Oldest Open Order' indicate the oldest creation dates for the different open transaction types. Once the period is frozen, you can still close and confirm open transactions, but they will be closed in the next period rather than the current period.
- Click Freeze.