Accounts Receivable Settings Locking Programs

Owned by Knowledge Assistant
Oct 04, 2021
2 min read





Description of Issue

Users cant Add Customers

Unable to select next customer number

Users cant Create Payment Batches

Users cant Add Receipts

Unable to obtain batch



Context

  • Munis

  • Accounts Receivable Programs

  • Accounts Receivable Settings



Cause

This scenario can present itself where the above descriptions may be true when trying to take Payments in Munis or Add Customers to Munis. This usually means a user has opened Accounts Receivable Settings. This setting program hands critical information out to programs upon demand and if a user has clicked 'Update' in the Accounts Receivable Settings program Munis will lock tables at that time. This halts Munis from handing out Accounts Receivables information out to the programs that need this critical information to proceed. This can be anything from Creating and updating Customers, Adding Payment Batches, Adding Transfer of Overpayment Batches and creating Payment Receipts. 



Resolution

The most effective way to identify what Munis user is locking the program, navigate to attempt to Update the Accounts Receivable Settings in the event another user is already in there. Munis will only allow a single user to be in an update mode in Accounts Receivable Settings at a time. 

  1. Navigate to General Revenues>Accounts Receivables>Setup>Accounts Receivable Settings

  2. Click Update

  3. If a user is already in update mode, Munis will display a prompt at the bottom of the screen stating The system could not lock the record. It was already locked by another user.  

    1. If your user gets into update mode and allows changes to be made, this means the lock might have subsided or there is another factor involved

  4. There will be a View Locks - View list of locked records causing lock error? prompt in the middle of the screen.

  5. Click Yes

  6. Munis will display a Browse of Locks screen where it will display information about the lock on the program

  7. Scroll to the right where it will display who the user is that is locking the program

  8. Contact the user and ask them to make sure they are not holding this program in update mode

    1. Confirm they do not have multiple tabs or windows open where they may not immediately see the program open

If this issue is not immediately resolved by these steps, please submit a case with Munis Support.



Additional Information