Thursday, May 30, 2019

Admin User Unable to Edit Shared Formulas

Navigate to Financial Planning> Admin> Manage Versions and consider the following:
- Check if version is locked - it is not possible to edit shared formulas in a locked version
- Check if Lock leading months through is set for the version - when the lock leading months through option is set to a particular month, the system will prevent all changes to data in the version in the selected month and any previous month including any changes to Shared Formulas for the version.

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