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2025-11-30 08:55:30 +08:00

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Data Locking (SAC 2025.23)

Purpose: protect planning data by setting lock states on model slices; integrate with multi actions and calendar tasks.

Concepts

  • States: Open (editable), Restricted (owner-only), Locked (no changes).
  • Scopes: defined by driving dimensions (e.g., Version, Time, Org).
  • Owners: users/teams with effective ownership for Restricted.

Configuration (modeler)

  • Enable data locking on planning model.
  • Define default lock state and driving dimensions.
  • Assign owners where needed for Restricted.

Applying locks

  • In modeler UI or Data Locking task.
  • In multi action via Data Locking Step (set state per filters).
  • Respect planning area: locks intersect with planning area scope during edit runs.

Scheduling

  • Use calendar Data Locking tasks to open/close periods; combine with data/multi action tasks.

Troubleshooting

  • Publish failures often due to locks; job monitor shows blocked records.
  • Adjust locks or use “publish and ignore warnings” to drop blocked records.

Source: 016-data-locking-configuring.md (SAC Help 2025.23).