Enter more JEs and post to Historical Year

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Posted on by joseytang

1,800

We would like to know if we need to push more Journal Entries and post to historical year 2012 (we had done year-end closing in year 2012 and 2013). Does it mean we can or cannot post JEs to Year 2012?

What if we want to do it? Can system allow us to post?

Please advise

Thanks,

Josey

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L Vail 65,271 on at

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RE: Enter more JEs and post to Historical Year

Hi,

It's a new feature with the 2013R2 release. Before this release, you could only post to the most recent historical year. I caution anyone using the PSTL tools to try and open the year for additional posting, that was not the intent of the tool.

Kind regards,

Leslie
Mahmoud Saadi 32,738 on at

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RE: Enter more JEs and post to Historical Year

You are most welcome,
AndreaIES 1,005 on at

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RE: Enter more JEs and post to Historical Year

Thanks Mahmoud.

I will test the Fiscal Period Modifier then. They are still on GP 2010 so the other option is not feasible.
Mahmoud Saadi 32,738 on at

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RE: Enter more JEs and post to Historical Year

That's right, and the logic is still valid since you will manually have to roll the balances forward. What's used in the PSTL is the "Fiscal Period Modifier".

Although, with the release of this new feature "Reverse Historical Year", the process has become much more easier.
AndreaIES 1,005 on at

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RE: Enter more JEs and post to Historical Year

Mahmoud,

I am confused because this was my understanding that by design, you can only to the last historical year. However, I was researching on other posts and I found one that says that there is a tool on PSTL that we can use to open a historical year. Is it the same thing?

See below the text:

You can use one of the tools in the Professional Services Tools Library to 'open' a closed year. The transaction will not 'roll forward' the balances, so you need to be sure to follow through with other postings

Can you please explain?
L Vail 65,271 on at

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RE: Enter more JEs and post to Historical Year

1745 will get you there. Just look at the bottom of the financial year-end closing window and you'll see the Reverse Historical Year button. Yay!
joseytang 1,800 on at

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RE: Enter more JEs and post to Historical Year

Hi Mahmoud,

Our GP version number is 12.00.1745. Will this version allow us to post historical year?

Do we need to uncheck the checkbox in "Historical Year" in Fiscal Year window for Year 2012 in order to post the 2012 JEs Batch?

Please advise

Thanks,

Josey
Mahmoud Saadi 32,738 on at

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RE: Enter more JEs and post to Historical Year

Josey

You can simply check the number at the login screen as shown below:

Then, look up for the number at Victoria Yudin website to see what is your version Dynamics GP build numbers and service packs

Let us know if you need any further assistance,
joseytang 1,800 on at

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RE: Enter more JEs and post to Historical Year

Thanks, we need to check with our GP partner if our current version is R2. Thanks for your suggestion/answer.
babubaskaran@outloo... on at

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RE: Enter more JEs and post to Historical Year

I agree Mohmoud as you said if its 2013 R2 reversing historical year will be really good option.