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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial Period Close...
Finance | Project Operations, Human Resources, ...
Answered

Financial Period Close Configuration Closing Schedule not getting created

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Posted on by sk1981 165

Hello,

I'm working on Financial Period Close configuration. I have defined everything Closing Roles, Resources, Task Areas, Calendars, Templates. When I'm trying to create a Closing Schedule I'm getting some errors and then nothing, it just doesn't get created. The errors were that you should have the "Financial Accounting Manager" role to create a closing schedule, I have not heard of this before but I assigned it to myself, then it said only one person can have this role. In my closing roles there is a Financial Accounting Manager role.  I removed it still nothing so I added it back. Now when I create a closing schedule the create button moves a little and does nothing. This issue is taking place in two client environments. 

Setup below:

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pastedimage1586802018032v5.png

pastedimage1586802129219v7.png

pastedimage1586801976952v4.png

pastedimage1586802175633v8.png

I fail to understand why I'm unable to create a Closing Schedule.

  • Suggested answer
    CU16051159-0 Profile Picture
    CU16051159-0 on at
    Financial Period Close Configuration Closing Schedule not getting created
    For Functionals and admins in particular
    One of the Key Element that  I found that needs to be considered while selecting the Resource Employee is that the date of employment  for the resource should  not be before the period you wish to close 
  • SouravDam Profile Picture
    SouravDam 11,728 on at
    RE: Financial Period Close Configuration Closing Schedule not getting created

    Hello sk1981,

    Good to know that this case is solved.

    As requested; kindly share the steps you followed in order to fix this.

    Best regards,
    Sourav Dam

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Financial Period Close Configuration Closing Schedule not getting created

    Good Morning sk1981,

    Would be great if you could spend a view words on how you resolved it exactly.

    Just some brief bullet points would be helpful for the community.

    Many thanks,

    Ludwig

  • Verified answer
    sk1981 Profile Picture
    sk1981 165 on at
    RE: Financial Period Close Configuration Closing Schedule not getting created

    This is resolved.

  • sk1981 Profile Picture
    sk1981 165 on at
    RE: Financial Period Close Configuration Closing Schedule not getting created

    I looked over all the links and I configured it correctly I think. What seems to be the problem. Is there anything in these links that you specifically think might be the issue?

  • SouravDam Profile Picture
    SouravDam 11,728 on at
    RE: Financial Period Close Configuration Closing Schedule not getting created

    Hello sk1981,

    Please check below links if this helps you.

    https://www.loganconsulting.com/blog/financial-period-close-configuration-in-microsoft-dynamics-365-for-finance-and-operations/

    https://henrikmarxlarsen.wordpress.com/2019/11/11/the-financial-period-close-workspace-in-dynamics-365-finance/

    There is a topic on this discussed in the Forum which is verified too.

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/254109/financial-period-close-configuration?pifragment-107719=2#responses

    More or less same discussed in this blog too.

    https://community.dynamics.com/365/financeandoperations/b/axmentor/posts/financial-period-close-configuration-in-microsoft-dynamics-365-for-finance-and-operations

    Kindly go through and update us.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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