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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Account balance by period
Microsoft Dynamics AX (Archived)

Account balance by period

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Posted on by Anwar 165

can any one help me.... when I press ( period button ) in the ( Main account screen - Ax 2012 ) to see the account balance in the each period, I found it equal zero in the each period. any one know why.?

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

    Hi Anwar,

    In AX2012 you have to update the balances from the Financial Dimension Sets per set. Also for the set 'main acccounts'. In AX2012 RTM and feature pack it is possible to have these balances updated automatically. In AX2012 R2 you can only schedule this process in batch.

    So from the R2 version the balances are near-time.

  • Anwar Profile Picture
    Anwar 165 on at

    Dear Andre... thanks a lot for your support.... it's working well now.

  • lally Profile Picture
    lally 8 on at

    Hi All ,

    I generated some postings on ledger accounts and checked the balance on the main account in the GL of AX 2012 .

    I noticed that I could easily identify the amounts posted. Yet, the checkboxes on the right of the chart of accounts always show a balance of zero for most of the accounts ( it has one transaction only for these accounts with debit amounts  ) and for some accounts it is showing balance .

    I already refreshed the window and recalculated my period balances but nothing helps.

    Is there anybody who has an idea?

  • lally Profile Picture
    lally 8 on at

    Any help ?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

    Hi Lally,

    To see the balances, you need to define what period or fiscal year should be calculated and displayed. You can do this with the button Parameters within the list page of the Main accounts.

     

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