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Error: A budget check cannot be performed. The fiscal period with the accounting date is not in an open fiscal calendar period

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Posted on by immano

Greetings All

Could you please assist in resolving this error:

Error: A budget check cannot be performed. The fiscal period with the accounting date is not in an open fiscal calendar period

We just activated budget control in July 2021 but now old transactions captured in prior months before budget control activation are giving this error. Some related logged fixes (Issue 3599743 &Issue 3806624) are prior for versions Ax2012 R2/R3.

Our setup :

ON Premises installation

D365 F&O PU 40 Installed product version : 10.0.16

Fiscal calendar Jan-Dec

Error is popping up on:

PO Confirmations

PO amendments and workflow

PO creation from PRs

PR amendments and workflow

Stores Issues

Etc etc

Below are some of my setup screen shots

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huijij 19,811 on at

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Hi immano，

Can you zoom screenshot a bit?it's too small to see clearly.

regards

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Can you check GL/setup/ledger and in the ledger form open your periods and ensure that they are not on hold.

Best regards,

Ludwig

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immano 5 on at

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Thank you Ludwig for the swift response.

I forget to mention that no budget errors if periods are left "Open" but we have to put them(prior periods) ON HOLD as per business norm. Each time monthend is closed finance mgr has to put that period On hold.

Leaving them open will not be ideal for the business practices

Could there be a way to avoid this error without leaving prior periods Open

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ThangNguyen 184 on at

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Hi,

Budget control based on budget cycle time span, not active date. In your case, I assume that you want to control budget from July to December.

If correct, please change set up budget cycle time span for 6 periods from Jul/1/2021->Dec/31/2021. For 2022, create new budget cycle time span for 12 periods.

If incorrect, we must set period in open status.

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immano 5 on at

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Hi Thang

Thank you for the response.

Even if the time span is July-Dec 2021 we are still running into errors with documents created from prior "on Hold" periods.

A PO or PR created/with accounting date say August is giving an error when resuming the processing of it in September whilst August is On Hold.

We want such historical open documents to be processed in the now current open period without this accounting date error. Business does not want to operate with prior periods Open. If the month end processing is done, the period MUST be put on HOLD.

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Ehab Farhan 10 on at

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I have the same error and found that Activate budget control not activated as below

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Mahesh9 10 on at

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Hi Ehab Farhan,

Same issue i am facing now.

Did you resolve it ?

If yes,can you let me know how it got resolved ?

Thankyou

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Mahesh9 10 on at

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Hi immano,

Same issue i am facing now.

Did you resolve it ?

If yes,can you let me know how it got resolved ?

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Ehab Farhan 10 on at

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It Solved with me when I care about below steps:

1- I check the Account of Purchasing which is related to budget, in Account structure i am using it in Budget Control

2- During posting Check the Financial Dimension related to account

2- During posting i must put the Posting Date (don't forget it')

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