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I wanted to see if anyone has done Fiscal Year End in AX7 and could share some material?
What specific questions do you have in regards to the fiscal year end process?
For general questions, probably have a look at the Dynamics Learning Portal mbspartner.microsoft.com/Landing or the AX help site ax.help.dynamics.com/.../wiki
The procedures in AX7 is the same as AX2012, only the user experience has been changed. In addition you can create period end checklists which is new in AX7. Are you referring to the last part?
Hello Andre - Yes, I am referring to the last part. Is there a sample template for the checklist I could use?
Check the demo setup in the Contoso USMF company that includes a sample setup that you can use and modify.
Hello Ludwig - I was able to find the template but since I have not used AX7 before, I wanted to confirm the process flow in AX7 e.g. use template to create task list, create schedule etc.?
I would suggest that you work through the configuration from bottom to top.
Then you should be able to setup the fiscal year closing for demo purposes and can identify what and how to setup things.
It's not too diffcult. Give it a try and I am sure you will succeed.
All the best,
Now I understand why I was having issues with accessing the template. Someone seems to have deleted the Month end template and now I don't see it, since there are multiple people who had access to the environment. Is there a way to access that template from somewhere else or would you, by any chance, have an excel copy of the template?
Hi Muhammad, Seems that I cannot add a complete Excel document. Can you sent me your Email via a private message in this Forum and I will sent you the Excel file from the contoso usmf Company. Ludwig
Sent..thanks for the help!
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