Process to Lock Transaction in Marg Books

Process to Un-Lock Transaction in Marg Books

PROCESS TO LOCK TRANSACTION IN MARG BOOKS

• Firstly, click on 'Utilities & Tools'.

• An 'Utilities & Tools' window will appear.
• The user will click on 'Transaction Locking'.

• A 'Transaction Locking' window will appear.
• The user will select the module, which needs to be locked.
• Suppose select 'Sales' & click on 'Lock'.

A 'Lock-Sale' window will appear.

a. Lock Date: The user will mention the date from which sales need to be locked.

b. Reason: The user will mention the reason for which module needs to be locked i.e. need to lock.

Click on 'Lock'.

• A 'Lock Reason Updated Successfully' alert will appear.

After following the above steps, the user can view Transaction will get locked in Marg Books.

PROCESS TO UN-LOCK TRANSACTION IN MARG BOOKS

• Firstly, click on 'Utilities & Tools'.

• An 'Utilities & Tools' window will appear.
• The user will click on 'Transaction Locking'.

• A 'Transaction Locking' window will appear.
• In 'Sales' option, the user will click on 'Unlock'.

The user will select the option as following:

a. Un-Lock Partially: The user will select the option if the transaction needs to be partially unlocked.

b. Un-Lock Completely: The user will select the option if the transaction needs to be completely Unlocked.

• Suppose select 'Un-Lock Completely'.

• A 'Confirmation' alert will appear.
• The user will click on 'Yes'.

After following the above steps, the user can view Transaction will get Un-Locked in Marg Books.