Locking a completed budget lets you prevent accidental modification or deletion. Once a budget is locked, you will no longer be able to perform any update to its entries and properties. You can unlock the budget, if it needs to be changed.
You can assign a permission to the budget to define who has access to lock or unlock the budget. For more information see Budget Permissions.
To lock a Sales Budget
- Click the
icon, enter Retail Sales Budget List, and select the relevant link. - Select the Retail Sales Budget you wish to lock, and click the Sales Budget action to open the Retail Sales Budget page.
- Click Functions - Lock Budget to lock the Sales Budget. The Status of the Sales Budget will be changed to Locked.
To unlock a Sales Budget
- Click the icon, enter Retail Sales Budget List, and select the relevant link.
- Select the Retail Sales Budget you wish to unlock, and click the Sales Budget action to open the Retail Sales Budget page.
- Click Functions - Unlock Budget action to unlock the Sales Budget. The Status of the Sales Budget will be changed to Open.
See also