Transaction Entry
This set of fields is used to indicate whether an organization will be available for transaction entry and if so, the date range entries are allowed.
- Transaction Entry Allowed - When this option is checked, this organization will be available for financial transaction entry.
- Begin Date - This value will initially default to BOT when the Transaction Entry Allowed option is checked. When a date is specified, the organization will only be available for transaction entry if the post date is greater than or equal to this date. When the Transaction Entry Allowed option is not checked, this entry is cleared and disabled. This date must be less than the End Date (when provided).
- End Date - This value will initially default to EOT when the Transaction Entry Allowed option is checked. When a date is specified, the organization will only be available for transaction entry if the post date is less than or equal to this date. When the Transaction Entry Allowed option is not checked, this entry is cleared and disabled. This date must be greater than the Begin Date (when provided).
Should a transaction be attempted against an organization that prevents Transaction Entry, the user will receive an error message at that time. This value can be disabled or the dates changed at any time regardless whether the current organization has been used in processing transactions (though a warning message should appear to notify the user that the Org has been referenced in a financial document).
Note that on the Organization List, entries having date values of BOT or EOT will simply appear as empty entries, that is, only those date entries having a non-BOT or EOT value will be presented in the listing.