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Month-End, Quarter-End, Procedures for GP

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I just started at my company a couple of weeks ago as the Controller and have not used Great Plains since about 2004. I recently came across the article linked below for year-end closing procedures. 

https://support.microsoft.com/en-us/help/888003/year-end-closing-procedures-for-general-ledger-in-microsoft-dynamics-g

Step 2 of this document is to "Complete the month-end procedure and the quarter-end procedure for all the modules except for General Ledger." I have not been able to find anything listing the referenced month-end and quarter-end procedures. I understand that GP does not require a hard close each month, but want to be sure that we are completing any suggested steps to ensure each module is closed appropriately (as needed) and that each module correctly ties to the GL. Any help you can offer for where I can find this information, as well as any suggestions for where I should look for overall GP info as a "new" user, would be greatly appreciated!

  • Verified answer
    RE: Month-End, Quarter-End, Procedures for GP

    Hi Melissa,

    I know this is an older question and you've likely made it through your year-end close, but I wanted to mention that the Support and Services Blog for Dynamics GP is a great resource. Our GP engineers regularly post articles on troubleshooting common issues, new features, how-tos, etc.:

    community.dynamics.com/.../dynamicsgp

    You can filter by the "year end" tag and see there are a bunch of articles out there from the GP team. For example, Terry has the ongoing year-end blog series that updates each year:

    community.dynamics.com/.../microsoft-dynamics-gp-2019-year-end-blog-series-schedule

    I hope that helps!

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