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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Cannot Create a Closin...
Finance | Project Operations, Human Resources, ...
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Cannot Create a Closing Schedule in Financial Period Close

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Posted on by Paul_199 30

Hi,

I am unable to Create a Closing Schedule with this message

The closing schedule was not created since there is not an employee assigned to the role for Company AUS. You can update the employee, role and companies on the Resources

pastedimage1685949013140v3.png

I have created:

>Closing Roles

>Resources

>Task Area

>Calendars

>Templates

So am unable to find the problem?

pastedimage1685949031104v4.png

 

pastedimage1685949172267v5.png

Any ideas on what is causing this?

  • Verified answer
    Paul_199 Profile Picture
    Paul_199 30 on at
    RE: Cannot Create a Closing Schedule in Financial Period Close

    I have managed to set up a closing schedule now and this is really a great feature in D365 to manage month end close.

    I went back and created a template with just one task on it and suddenly it created a closing schedule.

    I then created another template with all of the tasks that I needed.

    Not sure if my problem was due to timing, maybe I created a task list before I had all the roles assigned and just needed to restart?

    I used this for reference as well as Learn.

    https://www.avantiico.com/financial-period-close-configuration-in-microsoft-dynamics-365-for-finance-and-operations/

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,151 Super User 2024 Season 2 on at
    RE: Cannot Create a Closing Schedule in Financial Period Close

    Hi Paul,

    I wonder if you found your solution already or if you need additional help from the community. Can you provide us with an update, please?

  • Paul_199 Profile Picture
    Paul_199 30 on at
    RE: Cannot Create a Closing Schedule in Financial Period Close

    Hi

    Yes. All roles are assigned to an employee.

    Any other ideas?

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    RE: Cannot Create a Closing Schedule in Financial Period Close

    Hi,

    Can you please check al the closing roles ae assign to employee as well as to a company?

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