Difference between revisions of "How do I stop the date input warning at login?"

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== Summary ==
 
== Summary ==
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This Article explains how to stop the date import warning popping up on the Platinum login screen and other date fields.
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This article explains what the date warning is for and how to extend the validation period if required.
  
 
== More Information ==
 
== More Information ==
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There will be occasions when you log into the system and the following warning will pop up reading something like this:
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Your system is based on a Financial Period i.e. the month for which you are preparing accounts.
  
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<pre>
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Platinum will check your log in or transaction date against this period to make sure you are not logging in or posting transactions dated prior to, or too far ahead of, the financial period. This is a safeguard to prevent you unwittingly posting items back into a period your accounts team have already processed and to make you consider if you have entered an incorrect date.
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Tuesday, 20th May 2008 is outside the permitted limits detailed
 
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below. Your security clearance does allow you to continue.
 
  
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Your permitted period is Saturday 1st September 2007 to
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Most users will not be ready to close their financial period until several days or even months after the period end. Platinum will allow you to continue and the items will be held in their period so allowing you to continue working in real time.
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Friday, 30th November 2007.
 
  
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Do you want to use the date you entered?
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The date warning can be configured to give you more flexibility e.g. to allow you to continue several months past the period end before you are warned you may be getting too far ahead.
  
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YES NO
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This process should be carried out by your system administrator e.g. your manager or accounts team, as general users will not have security clearance to access the system settings.
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</pre>
 
  
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This is to warn you that you have entered a date that is outside pre-defined limits from your financial period. Some users find this a useful way of warning them when they have entered the wrong date. If you wish to disable it, follow the steps below. This should not be done without  clearance from a manager or system administrator.
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* Go to {{PlatinumSettings}}.
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* At {{DataPrompt|Search on}} enter {{DataValue|accountancy period}} and click {{Button|Search}}.
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* At each of the {{DataPrompt|Security levels}} click {{Button|Edit}}.
  
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{{Note|text=If the message says "Your security clearance does not allow you to continue." you will need to speak to someone who has administration privileges to remove the warning for you.}}
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Generally at this point we would suggest you amend levels 0-4 to these settings:
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* {{DataPrompt|Backward}} - {{DataValue|7 Days}}
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* {{DataPrompt|Forward}} - {{DataValue|7 Days}}
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* {{DataPrompt|Continue}} - {{DataValue|Yes}}
  
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Go to {{PlatinumSettings}} and enter {{DataValue|accountancy period}} into the search and change all the security levels to allow 1 month backward and 99 months forward with the {{DataPrompt|Continue}} set to {{DataValue|Yes}}.
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Amend levels 5-9 to these settings
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* {{DataPrompt|Backward}} - {{DataValue|1 Month}}
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* {{DataPrompt|Forward}} - {{DataValue|3 Months}}
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* {{DataPrompt|Continue}} - {{DataValue|Yes}}
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Once amended click {{Button|Done}} and {{Button|Accept}}.
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This will mean that lower security users will be warned to check their dates on a more regular basis than higher security users but that will depend on how your users are configured. As long as the Continue flag is set to Yes then users will be able to continue past the date warning.
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To prevent a user logging in with anything other than todays' date please see [[How do I restrict the dates with which a user can log in?|this]] article.
  
 
== See also ==
 
== See also ==

Latest revision as of 06:30, 5 January 2022

Summary

This article explains what the date warning is for and how to extend the validation period if required.

More Information

Your system is based on a Financial Period i.e. the month for which you are preparing accounts.

Platinum will check your log in or transaction date against this period to make sure you are not logging in or posting transactions dated prior to, or too far ahead of, the financial period. This is a safeguard to prevent you unwittingly posting items back into a period your accounts team have already processed and to make you consider if you have entered an incorrect date.

Most users will not be ready to close their financial period until several days or even months after the period end. Platinum will allow you to continue and the items will be held in their period so allowing you to continue working in real time.

The date warning can be configured to give you more flexibility e.g. to allow you to continue several months past the period end before you are warned you may be getting too far ahead.

This process should be carried out by your system administrator e.g. your manager or accounts team, as general users will not have security clearance to access the system settings.

  • Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
  • At "Search on" enter 'accountancy period' and click [Search].
  • At each of the "Security levels" click [Edit].

Generally at this point we would suggest you amend levels 0-4 to these settings:

  • "Backward" - '7 Days'
  • "Forward" - '7 Days'
  • "Continue" - 'Yes'

Amend levels 5-9 to these settings

  • "Backward" - '1 Month'
  • "Forward" - '3 Months'
  • "Continue" - 'Yes'

Once amended click [Done] and [Accept].

This will mean that lower security users will be warned to check their dates on a more regular basis than higher security users but that will depend on how your users are configured. As long as the Continue flag is set to Yes then users will be able to continue past the date warning.

To prevent a user logging in with anything other than todays' date please see this article.

See also


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Keywords AND Misspellings
get rid, disable, remove, date, input, warning
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