Working with lock data
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
You may not want to be able to change older services, expenses and outlays. Vertec offers a number of system settings to ensure this. These are all located in the project/case system settings. There you will also find the exact description of each setting. This article is for an overview and summary.
| Block date | A date can be specified here. For services, expenses and outlays that fall before this blocking date, the internal values can no longer be adjusted (see calculation below). Services, expenses and outlays that are currently entered and backdated before this blocking date are automatically invalid. |
| Blocking period | The blocking period works the same as the blocking date, only the quantity of days that applies retroactively from today’s date is specified here. This is valid continuously and is automatically “carried forward”. |
| Blocking by user shares | If this option is set, the entering of new services, expenses and outlays that are in the period of approval is blocked as soon as the user sets a check mark for Approve by user. Here, the date period of the approval is relevant, the date does not refer to the blocked date/period. However, the same exceptions and calculations apply (see below). |
If more than one or all of these settings are set, they are taken into account in the following order:
The Lock block date rate setting has nothing to do with the lock mechanism described here. The date set under this option applies only to the calculation of the rate.
If one of the above blocking dates is set, the following exceptions can be defined:
| Unlock Supervisor | If this option is set, users who belong to the project Supervisors user group can also adjust services, expenses, and outlays that fall under a block. This right also applies to team leaders. If an user has the right to be a team leader, this option gives him/her write access to blocked services, expenses, and outlays of his/her team members. |
| Blocks also apply to outlays | If you want to exclude outlays from the blocks, this option can be turned off. The blocks will no longer be taken into account for outlays. |
| Blocks also apply to expenses | If you want expenses to be excluded from the blocks, this option can be turned off. The blocks will no longer be considered for expenses. |
| Blocks also apply to project and phase assignments | By default, blocked services, expenses and outlays can also be assigned to another project/case or phase. If you want to prevent this, check this option. |
| If the date is changed, check the block date again | Invalid objects are deleted when Vertec exits after query. However, if an entry was already valid and only becomes invalid again after a change, it is no longer deleted when it completes, only marked as invalid. You can set this option to ensure that services, expenses and outlays that are subsequently backdated are deleted on completing unless they are adjusted accordingly. |
The blocks (block date/block period/blocks on approval) affect services as well as expenses (if option blocks apply also set for expenses) and outlays (if option blocks apply also set for outlays).
All values are locked except:
As a general rule (has nothing to do with the blocks): Services, expenses and outlays incurred before the date of entry of the user are invalid.