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Period end management by module - does it work?

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Posted on by Community Member Microsoft Employee

Good afternoon,

We currently manage our periods in AX2012 R3 (CU10) simply by marking them Open or On Hold as a whole, or sometimes using the by User Group access function. However we would prefer to be able to close down the Purchase LEdger and Sales Ledger independently at a point in time whilst allowing General Ledger journals to still be posted to complete the period before closing everything. I know this feature is available in AX but we do not use it as when first tested some years ago it did not work as expected and couldn't be relied upon and we have never revisited it.

Can anyone advise if it now works sufficiently before I go to the bother of retesting every scenario?

many thanks

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Ludwig Reinhard Microsoft Employee on at

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RE: Period end management by module - does it work?

Hello AXfinance,

If you are not on a very old AX2012 version things should work fine.

The last hotfix I have seen was released for R2 in December 2013.

If you are on a later version things should be ok.

Best regards,

Ludwig
Community Member Microsoft Employee on at

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RE: Period end management by module - does it work?

Hi Ludwig,

No I'm sure we have upgraded since we last tried it so worth a try, just wanted to check if it was a known problem area before I spend any time on it, thanks
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Ludwig Reinhard Microsoft Employee on at

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RE: Period end management by module - does it work?

Hi,

What AX2012 version do you operate?

Are you still on the same system version where you have been on when you tested this a couple of years ago?

Best regards,

Ludwig