Service Administrators use Period Actions settings to configure permissions that define permissible actions in closed periods and locked periods.

To configure period actions:

1. From the Home page, select Application, and then Configuration.
2. Select Settings to open the System Settings.
3. Select Period Actions.
4. In the Closed Periods section, configure the settings that determine which actions are allowed in closed periods.

   Select Turn On or Turn Off for the following actions:

   • Allow Reconciliation Creation
   • Allow Reconciliation Deletion
   • Allow Balance Loading
5. In the Locked Periods section, select Turn On for Allow Action Plan Updates, if you want action plan updates to be allowed in locked periods.