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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / opening a closed period
Microsoft Dynamics SL (Archived)

opening a closed period

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Posted on by Community Member

We just implemented SL, and have AR transactions from may and july which did not post; can the AR period be opened, we were told, AR is a "soft" and transactions for prior periods can still be posted...this does not seem to be true.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    First of all, we need to clarify that, under Dynamics SL, you have the releasing of batches in the various modules and the posting of those batches to GL.  SL is a multi-period system where it will allow you to enter and release batches to prior periods, the current period and future periods.  The closing process is basically one that makes the new period the default period.  However, the closing process does additional work when closing the year.  The GL post transaction screen will post prior period and current GL period batches but it will not handle future period batches.

    With SL 2011, the GL setup added some controls on posting, not releasing, batches for a prior period.  If you look at GL Setup you will see two options.  One to allow posting to closed fiscal periods and the other for preventing posting to a prior fiscal year.  These options may be set such that you have your issue.  Resetting AR's current period to a prior period is not really the answer (though it is possible using an update query).  If you need to enter an AR batch for a prior AR period then you should change that option on the GL Setup screen.  The only valid reason for resetting the current AR period is if you accidently closed it and were still doing lots of active work in the closed period and wanted the screens to default to the prior period.  If you have initialize mode rights to the batch entry screens, you can turn that on and it will allow you to enter batches to a prior period even if the GL Setup option is set to prevent it.

    Finally, the other reason for possibly resetting the current AR period to the previous period would be if you have entries to make on a screen that does not have a period to post field (such as the application inquiry/reversal screen and you are performing an NSF action.  That screen automatically creates a batch using whatever the current AR period is set to which may not result in the GL effect, from a posting period point of view, that you want.

  • Rennecia Barran Profile Picture
    Rennecia Barran on at

    Can you tell me how to re-open an accidentally closed fiscal period?

  • Community Member Profile Picture
    Community Member on at

    For what module?

  • Rennecia Barran Profile Picture
    Rennecia Barran on at

    AP.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    As stated under this thread, Dynamics SL does not really close a period but, rather, makes the new period the default period for that module.  You can always change the posting period on a batch back to what you need it to be (unless your GL setup prevents that) when entering the batch.  However, if you want to change the current period for AP to something other than what you closed it to you can use the following SQL query:

    update apsetup set CurrPerNbr = yyyymm.

    You may be able to do this as well by turning on initialize mode, going to the AP Setup screen, clicking on the Other Options tab and changing the current period number on that screen.  However, you will not be able to perform this alternate method if you do not have initialize mode rights to the AP Setup screen or transactions have already been posted to the AP period that current shows on that screen.

    Caution: changing the AP posting period should be done with caution particularly if you moved AP into a new fiscal year or calendar year as vendor history and vendor 1099 activity may have already been affected while in the wrong posting period.  You did not specify what period AP was set to and what you want to change it back to in this request.  Also, if batches have already been created and released in this wrong period, making the above change does not change the posting period of such batches.

  • Rennecia Barran Profile Picture
    Rennecia Barran on at

    Hi Rick,

    Thanks. We clicked close twice as the system was not responding. As a result it closed Jan and Feb, the client is still processing Feb work and will not be starting March for a while. So, we want to re-open Feb. 


    When I execute the script as 

    update apsetup set CurrPerNbr = 201802

    Will i be able to close Feb again when finished?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Yes you will be able to close AP when you are ready.

    By the way, my SQL command was incomplete.  Sorry about that.  It should be:

    update apsetup set CurrPerNbr = 201802, PerNbr = 201802

    There are 2 fields that need to be changed.

    You will be fine doing this as you are not crossing fiscal years.

  • Rennecia Barran Profile Picture
    Rennecia Barran on at

    Thanks Rick,

    I will try this.

    And to confirm, the steps are as follows:

    -All users log out of SL

    -I execute this in SQL against my company database

           update apsetup set CurrPerNbr = 201802, PerNbr = 201802

    -Then log back in and they work on Feb

  • Community Member Profile Picture
    Community Member on at

    Your steps are defined correctly.  You really do not have to get everyone out while you run that SQL update statement but doing so is fine.

  • Rennecia Barran Profile Picture
    Rennecia Barran on at

    Thanks much Rick, I will be sure to respond with the results.

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