System Locks

Performing an action on the Worksheet that causes changes to the Master version automatically creates a system lock on the Master version of the data, which ensures data integrity. This system lock is different than the lock created by clicking Lock on the Worksheet.

For example, suppose that you edited the data on the Worksheet and clicked Save to save your changes. If you then use another browser window to log in while the application is saving your changes, a system lock prevents you from displaying the plan you saved until the save is complete.

For example, suppose that you clicked Release to release a plan to the budget manager of a child location. Whenever you release a plan, the application also saves it. If the budget manager of that child location edits and saves data in the same plan while the application is saving it, then a system lock prevents both saving processes from running at the same time: the application schedules the second action to run as an Async task.

There are two types of system locks:

• A Worksheet lock occurs if an action is scheduled to run using an Async task. An Async task is scheduled for a Worksheet action if either:
  • The location type for that location is not specified by the SYNC_ACTION_LOC_TYPES registry parameter. See the Infor WFM Registry Parameter Reference Guide.
  • There is a system lock on the plan because another Worksheet action is running, so the second task is scheduled to run as an Async task.

  The Worksheet lock occurs from the time the button is clicked until the Async task completes. For information on the Async task, see Setting Up the Async Task in Job Scheduler.

• An action lock occurs when the application processes the specified action, whether that action is performed synchronously or asynchronously, using an Async task.

Note that when an Async task is processed, both a Worksheet lock and an Action lock are on the same plan.

The specific Worksheet action determines what is actually locked during a system lock, as described in the following table:

Action	Version to which System Lock is Applied
Click Save	your Working version
Click Lock	your Working version Master version
Click Submit (Budget Management module only)	your Working version the Working version of the budget manager at your parent location Master version
Click Release (Budget Management module only)	your Working version Master version