Skip to main content



No record found.

Microsoft Dynamics AX forum
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,


  • 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,


  • 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.
    for more information.



Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .


André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,459 Super User

Martin Dráb Profile Picture

Martin Dráb 225,783 Super User

nmaenpaa Profile Picture

nmaenpaa 101,148


Featured topics

Product updates

Dynamics 365 release plans