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Financial Calendar

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Posted on by 20

Hi all

I urgently need to change our financial calendar. It currently ends 26/3-23 and it needs to end 31/3-23

I have tried to change the date but without luck - is it possible?

Other option - set up a new calendar. I have set one up and chosen 13 periods but it only comes up with 

0 opening

1 operating

2 closing

How do i get a full calendar with 13 periods. Or do I need 12 periods and the 13th come automatically?

Where do i need to link this new calendar? Is it only in the ledger calendar?

Help please

  • Sten Baumgarten Profile Picture
    Sten Baumgarten 10 on at
    RE: Financial Calendar

    Hi 
    Delete periods in current fiscal year and future if they are created.
    Create the periods you need i current fiscal year. Create new fiscal period with future periods

    regards Sten

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: Financial Calendar

    Hi Harrison,

    I wrote a blog in the past how to change the fiscal calendar. It was based on Dynamics AX 2012, but it might be relevant for your scenario. AX 2012 - Change fiscal calendar to a shifted year - Dynamicspedia

  • JamesT Profile Picture
    JamesT 341 on at
    RE: Financial Calendar

    Hi Harrison

    • If you already gave transactions in that period you cannot change the ending date - MS documentation here on changing calendar notes this - learn.microsoft.com/.../change-mdfy-clndr-to-ledger
    • I am in Australia, and we setup calendars for 12 periods.  D365FO will automatically create an OPENING and CLOSING periods.  These are used by the solution for automatic postings for year end.  The Closing is what we would loosely call the 13th period here.  But users don't post to this period, the solution does.

    Regards

    James

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