Creating Data Locking Tasks

Objective

After completing this lesson, you will be able to add and schedule a data locking task.

Data Locking Tasks

Data locking tasks help you to track planning processes, and make sure that model data is locked at the right time.

Data locking tasks in the calendar provide structure for your planning process. You'll decide what data is involved, whether to lock or unlock it, when to make the change, and who's responsible for changing the locks. Then, the assignees can quickly apply those changes by submitting the task.

Before you create a data locking task, you become familiar with how data locking is configured for the model, and who owns the locks. The lock owners will be your assignees for the task. Or if you need to, you can set up the task first and then edit the model to match it.

Notifications are sent to the applicable people and the assignees can submit the task between the start time and the due time.

When a data locking owner submits the task, any data slices that they own within the context of the task are set to the target lock state.

Create a Data Locking Task

Follow these steps when creating a data locking task:

  1. Create the Data Locking Task.
  2. Assign the Model and Context (data region).
  3. When the task is Submitted, the lock status will be Locked.
Left: How to add a Data Locking Task to a process. Right: How to configure it in the Builder panel.

Data locking tasks can be used as part of a process and in that way, the process becomes more complete. Data locking tasks can also be used as standalone tasks.

Note

Data locking tasks are the only tasks that require a planning model in the Process Context.

Additional Information

Visit the SAP Help Portal for more information on Configuring Data Locking and Scheduling Data Locks in the Calendar.

Add a Data Locking Task

Business Scenario: You've created and configured your planning process and your tasks by region. You want to create a task to lock the data once the process is complete before submitting data and sending it for review.

Task Flow: In this practice exercise, you will:

  • Access the Data Locking Task from the calendar.
  • Configure and activate the data locking task.