In Cradle you have to the ability to lock sections at the agreement and company level to prevent any further changes.
At the agreement level
To lock data at the agreement level, navigate to the applicable agreement and click Settings and refer to agreement locks:
At the company level
Navigate to the applicable company and click Settings and refer to locks:
When the specific section of the company or agreement has been locked, there is no ability to make any changes. The only way will be to navigate back to the settings and unlock that applicable area.
At the agreement level
Lock initial recognition | Lock custom fields | Lock modifications | Lock custom events |
Lock agreement GL codes | Lock uploading attachments | Lock agreement delete | Lock non-lease payments |
Lock calculation settings | Lock deleting attachments | Lock agreement deposits | Lock deleting attachments |
This allows you to lock an agreement after you have reviewed the inputs to ensure there are no future changes.
At the company level
Company locks:
Lock company settings | Lock company delete | Lock company GL codes | Lock new agreement creation |
Agreement locks:
Lock company settings | Lock company GL codes | Lock company delete | Lock new agreement creation |
Lock all agreements' initial recognitions | Lock all agreements' modifications | Lock all agreements' custom fields | Lock all agreements' settings |
Lock all agreements' events | Lock all agreements' non-lease payments | Lock all agreements' GL codes | Lock all agreements' delete |
Lock all agreements' archive | Lock all agreements' uploading attachments | Lock all agreements' deleting attachments | Lock all agreements' deposits |
Setting locks at the company level allows you to quickly lock data to all agreements at once.