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Calendar change in D365 ?

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Posted on by KV-06091300-0

Hello Experts

I have request from business is that they had the calendar year as Fiscal year that is Jan to Dec but periods that they created was last Friday of everymonth would be the last date of period .

In this case they already created last date of year is 31/12/2024 however they wanted to change the end date is 28/12/2024 .

Is it possible to achieve this ?

Second question : Can we create a prior period ?

For example calendar starts 2023 year if they wanted to create it for 2022 . How can this done in system?

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CU01110459-0 357 on at

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Calendar change in D365 ?

Hi KV,

It will be OK. After switching process completion you also need to run the recalculate ledger period process.

If you are not sure, you can test in UAT first.
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Ramit Paul 22,293 Most Valuable Professional on at

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Calendar change in D365 ?

Hi,

There is no impact as only calendar is getting changed, all the Financials will be refreshed with the new calendar, however please test in uat before doing in production.
KV-06091300-0 28 on at

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Calendar change in D365 ?

Ok , I can create a new Celander assign to Ledger but my concern is we have lot of Transacations are in process or in draft status , We are also using the Master planning .

So my ask is Would it be effect these transacations ?
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Ramit Paul 22,293 Most Valuable Professional on at

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Calendar change in D365 ?

Hi,

You dont need to delete the calendar, create your new calendar and add the same into the ledger setup, it will work.
KV-06091300-0 28 on at

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Calendar change in D365 ?

I can't delete the existing year since i have posted transcations . If i try to delete the existing period below is the error
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CU01110459-0 357 on at

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Calendar change in D365 ?

Hi KV,

In your case you just delete your current year with last date of year is 31/12/2024 and create a New year with end date is 28/12/2024 as below.

You can not create a prior period, system does not support for this.

In case your end date of each period is difference with standard date of calendar year, please let me know.