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Finance | Project Operations, Human Resources, ...
Answered

Period Number on Transactions

Posted on by 4,029 Super User 2024 Season 2

Have a client migrating from SAP to D365 Finance.  Users are accustomed to seeing a Period number (1-12) on the transaction display screens in SAP and as they are on a 4-4-5 calendar, I can see where this is beneficial during transaction entry and query.  Is there any way to display a Period on transactions in F&O?  I checked using Date intervals, but that field isn't available on GL transaction forms.

Thanks in advance.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Period Number on Transactions

    Thanks Nuno.  That's what I thought but wanted some verification.  

  • Verified answer
    nunomaia Profile Picture
    nunomaia 10,684 Super User 2024 Season 1 on at
    RE: Period Number on Transactions

    You would need a customization for that ( for example, a calculated field on input forms based on posting date ). In SAP it’s an important field because you can have overlaps periods some the same date and user need to control it. In D365 periods don’t take the same importance. if it’s fundamental for the user, only by a customization. Is a simple one, but you need to check in what forms you need such enhancement. It can be, in a large number of forms.   

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