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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / How to change the peri...
Microsoft Dynamics SL (Archived)

How to change the periods in IN & AR modules for posted batches to wrong period

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Posted on by Ajit Kannan 1,240

Hi,

The AR and IN  batches were related to period 12-17 and released in 01-18 under OM and AR modules due to early period closing. However, we have done the GL posting to period 12-17.

The customer period trial balance and inventory trial balances period 12-17 is out of these balances, could you please suggest whether we can change the periods in IN & AR modules to period 12-17 in the data base.

Any help/steps you can provide would be greatly appreciated!  Thanks in advance.

Thanks,

Ajit Kannan S R

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  • Ajit Kannan Profile Picture
    Ajit Kannan 1,240 on at
    RE: How to change the periods in IN & AR modules for posted batches to wrong period

    Hi Carolyn,

    Thanks for your valuable suggestion.

    Even i thought so, the best practice to resolve records posted in incorrect period is to reverse the original transaction and then re-enter with a proper accounting period. 

    SQL updates is not recommended and involves risk, as there will be a mismatch between the GL & the Sub-ledgers as the period is already closed.

    Thanks,

    Ajit Kannan S R

  • Verified answer
    CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: How to change the periods in IN & AR modules for posted batches to wrong period

    Ajit,

    Thank you for posting your question to the forum. The batch release process between Inventory and Accounts Receivable is not as straight forward as an AR to GL update.

    The best way to get these into the correct period would be to enter returns against the OM Orders to the period they were released in. Let that return process through the system reversing out the incorrectly entered orders. Then re-enter them in the correct period.

    I wish this process was easier, but to maintain your audit trail, SQL updates would not be the first option to fix this issue.

    I hope this helps,

    Thank you,

    Carolyn

    MSDSL Support Engineer

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