Place a period on hold

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can temporarily block postings to a period by changing its module level access, or by setting the period status to On hold.

Warning

When you put a period on hold by changing the period status, all postings by all users are blocked in every module.

Put a period on hold by changing module level access

  1. Click General ledger > Setup > Ledger.

  2. Select a fiscal calendar, if one is not already specified for the ledger.

  3. Click Ledger calendar.

  4. In the left pane, select the fiscal year that includes the period that you want to put on hold.

  5. On the Periods FastTab, select the period that you want to put on hold.

  6. On the Module access level FastTab, select the name of the module for which you want to put the period on hold.

  7. In the Access level column, perform one of the following actions:

    • To change the status so that no users can make updates for the selected period, select None.

    • To change the status so that only a specific group can make updates for the selected period, select User group, and then select a group in the User group column.

Note

To re-enable postings to periods, reset the period status to All.

Put a period on hold by changing period status

  1. Click General ledger > Setup > Ledger. In the menu bar, click Ledger calendar.

  2. In the left pane, select the year that includes the period that you want to put on hold.

  3. In the Periods grid, select the period that you want to put on hold.

  4. In the Period status column, select On hold.

Note

You can reopen a period with an On hold status, but you cannot reopen a period with a Closed status.

See also

Ledger calendar (form)

Fiscal calendars (form)

About fiscal calendars, fiscal years, and periods

Key tasks: Fiscal calendars, fiscal years, and periods