Close books overview [AX 2012]

Updated: March 15, 2011

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

The topics in this section provide information about the tasks that are related to closing books.

Closing the month, period, and fiscal year

The following table lists the forms that support the Close books business process component. The table entries are organized first by task, and then alphabetically by the name of the form.


To open some of the forms in the following table, you must enter information or parameter settings.

Business process component task

Form name


Closing the month, period, and fiscal year


Make closing adjustments on the closing sheet.

Opening transactions

Transfer opening transactions to a new fiscal year.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).