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Microsoft Dynamics GP (Archived)

Task to open/close GL periods/year?

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Posted on by 2,035

Need to assign end-user this - want to be sure of which task it is .....could someone verify this?  Thanks!

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  • Mariano Gomez Profile Picture
    26,225 on at
    RE: Task to open/close GL periods/year?

    The same window performs the functions of setting up fiscal periods, but also open/close fiscal periods and years. If you are looking for a tool that works in the way you are describing, you will want to look at the Rockton Software GP Toolbox, available at www.rocktonsoftware.com.

  • Suggested answer
    Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Task to open/close GL periods/year?

    In Dynamics GP, granting an access on the windows means being able to use all the functionality of this window.Digging a level deeper in order to prevent, hide, lock with password or disable specific functions within a window can be done through "Field Level Security"

  • deanne917 Profile Picture
    2,035 on at
    RE: Task to open/close GL periods/year?

    How about just to open/close accounting periods and not set them up?

  • Suggested answer
    Mariano Gomez Profile Picture
    26,225 on at
    RE: Task to open/close GL periods/year?

    To gain access to the Fiscal Periods Setup security operation, a user needs to belong to the ACCOUNTING MANAGER security role and have access to the ADMIN_COMPANY_001* security task. You can also create your own security role with access to this security task.

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