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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / New fiscal year set up...
Microsoft Dynamics GP (Archived)

New fiscal year set up incorrectly7

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Posted on by DebN 3,954

When a customer tried to create the new fiscal year for 2015, she typed in the start and end dates of 01/01/15 and 12/31/15 but for fiscal 2002 (the first year in the list).  She then clicked on Calculate to change the period dates.  They've since been posting to 2015 not knowing that they didn't really have a fiscal year of 2015. 

We just now corrected the dates for 2002 and correctly created the fiscal year for 2015.  We then ran the GL reconcile for every fiscal year.  However, now all postings to 2015 are showing as BBF transactions in 2014, with dates of 12/31/13 (the last closed year).

Help!  What do we do now?

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  • Rennecia Barran Profile Picture
    Rennecia Barran on at
    RE: New fiscal year set up incorrectly7

    Hi DebN, were you able to resolve the issue? The same has happened with one of my clients. I have followed the steps on this post, but my smartlist  updated information.

  • Bill Campbell Profile Picture
    Bill Campbell on at
    RE: New fiscal year set up incorrectly7

    Know I wish I had written down the details of each step I took when I had this same problem.

    Sorry, I will update this posting if I recall anything else that I did to solve my situation.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: New fiscal year set up incorrectly7

    The only check links available for financial transactions is the Work table.  I ran reconcile on Account Format (under System) and on all the years, oldest first.  And I marked the Historical years but left all the periods open/unchecked for now.

    I'm not sure where to go next but I'll keep digging.  I appreciate your help!

  • Bill Campbell Profile Picture
    Bill Campbell on at
    RE: New fiscal year set up incorrectly7

    Did you run anything in Check Links on all Financial?

    If not, do that and then run the RECONCILE at Administration for Account Format and for the other Financial talbes.

    The other RECONCILE in Finance on all years - starting back in the distant History moving forward to the current open years.

    Pretty sure when we did all this, we were done.

    One other thing.  When you were creating the Fiscal Years did you mark them all closed ?  Did you also mark all the periods closed?  Not sure that it mattered, but I think I left at least one period per year open while doing the fix.

    Hope you get this figured out.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: New fiscal year set up incorrectly7

    Unfortunately, that didn't resolve the issue.  And, in Check Links, there's no option to run it on Financial Transactions Open or History tables.  

  • DebN Profile Picture
    DebN 3,954 on at
    RE: New fiscal year set up incorrectly7

    I just found a KB article (support.microsoft.com/.../855963) that says all I need to do is delete the GL00105 table in SQL then run CheckLinks on the Account Master table.  I'll give that a try.

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell on at
    RE: New fiscal year set up incorrectly7

    Ouch, having PSTL makes this much easier.

    I kind of remember doing the rebuild of the GL00105 in the distant past.

    - Making a good backup

    - Then we renamed the GL00105 table in SQL Studio Manager

    - Then we created the missing tables in SQL Maintenance

    - Check Links on all Financial tables

    Think that might be it - but, check with others.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: New fiscal year set up incorrectly7

    You're working on Sunday, too, huh?  No, I didn't rebuild the GL00105 table yet.  They're on an old version (GP 8.0) and they don't have PSTL.  I'm hoping I can find a script that will do this.  Thank you!

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell on at
    RE: New fiscal year set up incorrectly7

    Once you recreated the Fiscal Year did you also rebuild the GL00105 table?

    We found that when we did that and ran the check links for Account Master and the transaction tables as well.

    Hope that helps.

  • DebN Profile Picture
    DebN 3,954 on at
    RE: New fiscal year set up incorrectly7

    Hi Bill,

    We recreated the fiscal periods but that didn't fix the problem.  All the postings for 2015 actually posted to 12/31/13 (the last closed year) as BBF transactions.  So they appear as part of the Beginning Balances for 2014.  Any ideas?

    Thank you,

    Deborah

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