web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Financial Period Close Configuration Closing Schedule not getting created

(0) ShareShare
ReportReport
Posted on by 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:

pastedimage1586801830485v1.png

pastedimage1586802018032v5.png

pastedimage1586802129219v7.png

pastedimage1586801976952v4.png

pastedimage1586802175633v8.png

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

I have the same question (0)
  • SouravDam Profile Picture
    11,730 on at
  • sk1981 Profile Picture
    165 on at

    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?

  • Verified answer
    sk1981 Profile Picture
    165 on at

    This is resolved.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    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

  • SouravDam Profile Picture
    11,730 on at

    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

  • Suggested answer
    CU16051159-0 Profile Picture
    on at
    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 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 422 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans