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forecast upload

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Posted on by craig6140

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

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Ludwig Reinhard Microsoft Employee on at

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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 10 on at

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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 Microsoft Employee on at

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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
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A.Prasanna 8,198 on at

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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