D365 Finance & Operations and Dynamics AX Forum

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  • 1.  Posting Journal Entries to Previous Period on Hold

    Posted May 10, 2022 12:59 PM
    Hello,

    Does anyone know which settings I need to adjust in D365 that allow someone in Accounting to post journal entries to a previous month despite that period being on hold? I thought that changing the Ledger option to Accounting would work, but I am getting the below error message.



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    Francesco Buttitta
    Accounting Manager
    Hamamatsu
    Bridgewater NJ
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  • 2.  RE: Posting Journal Entries to Previous Period on Hold

    GOLD CONTRIBUTOR
    Posted May 11, 2022 03:21 PM
    The status is for the group you have outlined, so if you put the period on hold and have your accounting team selected under a certain column, everyone BUT them will have access. You'll have to do it the other way around and say period is open and then select the accounting group in the column you want to grant access to.

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    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
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  • 3.  RE: Posting Journal Entries to Previous Period on Hold

    Posted May 12, 2022 09:32 AM
    Hello Kerstin,
    Thank you, I sincerely appreciate your reply and this community.

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    Francesco Buttitta
    Hamamatsu
    Bridgewater NJ
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  • 4.  RE: Posting Journal Entries to Previous Period on Hold

    TOP CONTRIBUTOR
    Posted May 12, 2022 05:03 PM
    Hi Kerstin, thank you for your reply.  We are experiencing that if the period is OPEN w/ a group specified, then that group does not have access to update.  We were expecting the opposite.  This would mean if we wanted only a subset of users to have the ability to update, then we would need to specify a group of users who cannot update, then the remaining users would have access to update?  Is that correct?  I feel like is should be the other way around, we should be able to specify which users, within a group, who have access to update and all others would be blocked.  In my setup below, the users in the PR/PO Conf group CANNOT confirm a Purchase Order...we were expecting them to be able to confirm a purchase order.  Users not in the PR/PO Conf group can confirm a Purchase Order.


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    Lori Holmes
    Hamamatsu Corporation
    Bridgewater, NJ
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