Tuesday, May 7, 2019

Reasons why an Account is Locked on a Standard Sheet in Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

There could be a number of reasons why an account is locked on a standard sheet. Here is a list of scenarios and settings to be checked.

1. An Account is locked on a single level on the sheet, but is not on other levels.
This is most likely due to the customization for sublevels.

2. All Accounts are locked on a certain level, but they are editable on some levels.

Check if the Level (or the Parent Level) has been submitted to Workflow.
If the level is not submitted to Workflow, check the customization for sublevels
If the customization for sublevels shows the accounts are editable, check to see if the accounts are on user-assigned sheet that has been submitted to Workflow.

3. A certain account is locked on all levels, the other accounts on the sheet are editable.
Check if the account is set as read-only on the sheet.

Check if the account is set as read-only in the customization for sublevels for all levels.
If the customization for sublevels shows that the account is editable, check if the account is on a user-assigned sheet that has been submitted to Workflow.
Check if the account is a parent account with child record suppressed due to the "suppress rows if all zeroes" setting.
Check if the account is a linked account, cube or modelled account.

4. All accounts are locked on all levels but only for specific time periods.

Check if the lock leading months feature is turned on.

5. All accounts are locked on all levels on all time periods.

Check if the Version is locked (or if the user has locked access)

Check if the user has sheet edit access.

6. All accounts on a User-Assigned sheet on all levels are locked

Check if the sheet has been submitted to workflow.
If the accounts are Assumptions, check if the top level is selected.

 

https://support.adaptiveplanning.com/entries/24382536-Why-is-My-Account-Locked-on-a-Standard-Sheet-

 

 

 

           


 

           

 

 

No comments:

Post a Comment