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Dynamics 365 Community / Forums / Finance forum / Lock project transacti...
Finance forum

Lock project transactions for posting

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Posted on by

Hello everyone, 

Is there a possibility to lock/ prohibit project transactions to be posted beyond a specific date? 

For example, there are hour transactions for a project which have not been posted in the month when the work effort occurred, and when they are posted eventually (after a month) - it is causing issues in accrual calculations. 

That is why I was thinking of possibly restricting the posting of hour transactions beyond a certain date.

I checked for this possibility in the Project management and accounting module, but could not find anything. 

Anyone had a similar issue and a possible solution? 

Thanks in advance. 

Teodora 

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Teodora,

    Can't you prevent users from backdating transactions simply by opening and closing only a single period?

    If they want to post transactions into the previous months, D365FO prevents them from doing that.

    Have you considered this option?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hello Ludwig,

    Yes, I reviewed that option just now.

    Thank you for confirming it as well.

    Best regards,

    Teodora

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