Lock and unlock individual opportunities

This feature allows unlocking or locking opportunities regardless of whether commissions or periods are locked or unlocked.

1. Unlocking opportunities when commission are locked

If commissions are locked but changes need to be made to an opportunity that falls within the locked period, and these changes are unrelated to commissions (e.g., payee location or non-commission-related dates), the opportunity can be temporarily unlocked for modifications. To do so, follow these steps:

Navigate to the opportunity that needs updates
Click on the lock icon to unlock the opportunity
Make the necessary changes
Process the opportunity
Lock the opportunity back

Note: Only changes that do not affect commission calculations can be made using the above steps. If changes that impact commission calculations are needed, the commissions must be unlocked. It’s important to remember that unlocking commissions for the whole period will process all changes within that unlocked timeframe.

2. Locking opportunities when commissions are unlocked

If commissions are unlocked, but there is a need to lock an individual opportunity, this can be done by clicking on the lock icon on opportunity page.

3. Locking/Unlocking Multiple Opportunities

The system allows locking or unlocking multiple / selected opportunities. To do this:

Select the opportunities that need locking / unlocking
Click on the lock icon
Make the necessary changes
Process the opportunities
Lock / unlock the selected opportunities back