Freezing posted records

[LaRetta]

After a record has been posted to the General Ledger, no modifications can be allowed. I know I could only display these records on a layout with each field set to 'don't allow entry into field', but these records will be displayed amongst working records. Is there a way I can specify that, if a record is posted, the user is not allowed to enter the fields and a message displays "This record has been posted. You must enter an additional record to make an adjustment."

Since there are 17 layouts, and 12 reports (to date) that will display these records, I'd rather not have to attach a script to each field or layout. Can something be done from a more global perspective? I currently have the following fields: PostDate (date) and Posted (calc text PostDate <>""), do not eval & indexed off. I also have a Service# (unique ID's from this forum). Any suggestions to permanently FREEZE on a record-level would be appreciated!

[CobaltSky]

What I suggest you consider is creating a checkbox field called 'PostedToLedger', into which a value is entered at the time a record is posted to the ledger. Then also set up all users' passwords with record level access restriction on both editing and deleting using a formula along the lines of:

Case(IsEmpty(PostedToLedger), 1, 0)

That way, a record will be fully accessible for browsing, editing or deletion up until the point when it is recorded as having been posted to the Ledger. From that time on the record will not be modifiable nor deletable (except with a password you haven't applied the restrictions to - eg a master password) - but all other records will still be editable.

[LaRetta]

Absolutely perfect! This eliminates my dread of users changing (or deleting) a posted record. Here I was ... making it so difficult and you provided the sweet simple answer. Thank you.