If you are attempting to close Repair Orders, save receipts, invoices, credit memos, or deposits and receive the error listed below, try the following steps.
Validation Error:
Save not allowed. Close Date must be after xx/xx/xxxx
How to Edit the Lock Month closing restrictions
- Select Configure > Profiles from the menu bar.
- Select your repair facility profile, and then select Edit from the mini-toolbar.
- Click on the Workflow - Lock Month link under Repair Management.
- Select the Lock month option, and then select the number of days from the Lock month droplist.
- Select the month end closing restrictions from the list of options.
- Select Save or Save and Close from the toolbar.
If the item that needs to be closed is outside the maximum 14 days allowed by the Workflow - Lock Month settings and still needs to be processed, you can temporarily disable the Lock Month feature. Once the desired item has been processed you can re-enable the Lock month feature if desired.
*KA2281