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Suggested answer

forecast upload

Posted on by 10

Is there a way of uploading forecasts and budgets without opening all the periods risking people posting actual journals to historic periods accidently?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: forecast upload

    Hello craig6140,

    Many thanks for the feedback.

    Is a temporary opening of the periods an option?

    Alternatively, can you make use of the module access rules that Amith mentioned?

    Best regards,

    Ludwig

  • craig6140 Profile Picture
    craig6140 10 on at
    RE: forecast upload

    When i attempt to post a budget entry to a period on hold i get this message :

    "A budget check cannot be performed. The financial period with the accounting date is not in an open financial calendar period."

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: forecast upload

    Hi craig6140,

    Do you get an error when trying to upload your data?

    If so, what does the error message say?

    Best regards,

    Ludwig

  • Suggested answer
    A.Prasanna Profile Picture
    A.Prasanna 8,161 on at
    RE: forecast upload

    You can Restrict Module Access By User Group so only that group able to enter or update data within that particular module.
    refer: https://cloudblogs.microsoft.com/dynamics365/no-audience/2016/05/09/module-access-level-specify-which-users-can-post-to-a-period-in-ax-2012/
    for more information.

    Thanks,

    Amith

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