Finance | Project Operations, Human Resources, ...

Answered

Cannot Create a Closing Schedule in Financial Period Close

(0) Share

Report

Posted on by Paul_199

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

I have created:

>Closing Roles

>Resources

>Task Area

>Calendars

>Templates

So am unable to find the problem?

Any ideas on what is causing this?

I have the same question (0)

All responses (4)

Answers (1)

Suggested answer

saurabh bharti 15,039 Moderator on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Paul_199 30 on at

Like (0)

Report

RE: Cannot Create a Closing Schedule in Financial Period Close

Hi

Yes. All roles are assigned to an employee.

Any other ideas?

Was this reply helpful? Yes No
André Arnaud de Cal... 300,195 Super User 2025 Season 2 on at

Like (1)

Report

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?

Was this reply helpful? Yes No
Verified answer

Paul_199 30 on at

Like (1)

Report

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/

Was this reply helpful? Yes No

Join the conversation

Community site session details

Cannot Create a Closing Schedule in Financial Period Close

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

Helpful resources

Quick Links

Responsible AI policies

Pallavi Phade – Community Spotlight

Congratulations to the October Top 10 Community Leaders!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

Cannot Create a Closing Schedule in Financial Period Close

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

Helpful resources

Quick Links

Responsible AI policies

Pallavi Phade – Community Spotlight

Congratulations to the October Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates