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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Remove ability to perm...
Finance | Project Operations, Human Resources, ...
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Remove ability to permanently close ledger calendars

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Posted on by Gaute K 302
 
I want to remove the ability to choose /permanently closed/ for periods. However, I still want users to be able to select the other two options.
 
How can I solve this?
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,022 Super User 2024 Season 2 on at
    Remove ability to permanently close ledger calendars
    Thanks Andre.  I understand why it's there but to me the risk of a user accidentally closing a period permanently is higher than intentionally re-opening a historical period and posting more transactions inadvertently or without permission or consequence.
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,900 Super User 2024 Season 2 on at
    Remove ability to permanently close ledger calendars
    Hi Gaute,
     
    Thanks for the clarification. It is not possible to hide one option in the standard application using e.g. a configuration. You can consider a customization to meet this requirement. This was also mentioned by Frank Hamelly.
  • Gaute K Profile Picture
    Gaute K 302 on at
    Remove ability to permanently close ledger calendars
    I see that I was probably not clear enough in my post. I want to remove the ability to permanently close for everyone except system admins. Isn't it possible at all?
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,900 Super User 2024 Season 2 on at
    Remove ability to permanently close ledger calendars
    Hi Gaute,
     
    The option to permanently close periods is to ensure nobody can ever create additional postings and change the P&L when it is not allowed anymore. I would suggest to keep this option. When you put a period only to on-hold, someone can reopen it and make additional entries. You don't want that in case the year is already fully reported and audited.
     
     
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 9,413 Super User 2024 Season 2 on at
    Remove ability to permanently close ledger calendars
    Hi @Gaute
     
    you can't remove this standard element 
     
    best regards
    Mohamed Amine Mahmoudi
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,022 Super User 2024 Season 2 on at
    Remove ability to permanently close ledger calendars
    Pretty sure you're looking at a customization for this.  There is no configuration option.  I'm not sure why MSFT even still provides the option to permanently close a period.

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