Modifying the Account Structure Changes D365 F&O

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Posted on by HH-21121601-0

I requested the creation of new account structures for my company. We have been running Microsoft Dynamics 365 Finance and Operations for about four years, but the initial implementation was not done well and the account structures were not configured appropriately. Approximately 30 account structures were set up without leveraging advanced rules.

My questions are:

What procedures should I follow to change the account structures?
Should I make the change only after closing the financial year, or is it unrelated to year-end closing?
If we proceed with the change, and the business later needs to post adjustment entries for prior periods that were previously using the old account structure, is it still possible to create and post those entries, or will it not work?
What key points should I be mindful of during the process of the changing ?

Thanks in advance.

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Dynamics 365 Finance

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BillurSamdancioglu 19,854 Most Valuable Professional on at

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As you mentioned, changing account structures are too risky. I would advise to change the structure of the accounts when there is no balance or any retrospective postings after the change.

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