Ledger period balances (form) [AX 2012]

Updated: November 11, 2010

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

Click General ledger > Common > Main accounts. Select a main account. On the Action Pane, click Period.

Use this form to view the balances of the selected ledger account by period.

The following table provides descriptions for the controls in this form.




Enter or select a date in the fiscal year for which to view the period interval balances. The system date is the default date.

Period name

The name of the fiscal period.


The starting date of the fiscal period.

Period code

The type of fiscal period.

  • Opening – The period can be used to record opening balances from the previous fiscal period.

  • Operating – The period can be used to record accounting transactions.

  • Closing – The period can be used to record general ledger transactions that are created when a fiscal year is closed.


The balance for the fiscal period.


The selected period amount divided by the total accumulated amount that was achieved for the ledger account for all the periods.


The accumulated amount for all periods.

Debit in period

The debit amount balances for the selected period.

Credit in the period

The credit amount balances for the selected period.

Debit accumulated

The accumulated debit amount balance.

Credit accumulated

The accumulated credit amount balance.

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