Ledger calendar (form) [AX 2012]

Updated: April 24, 2013

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 > Setup > Ledger. Click Ledger calendar.

View details for the fiscal calendar that was selected in the Ledger form, and view details for fiscal years that are part of that fiscal calendar. When you select a fiscal year in the left pane, the details for it are displayed in the right pane. You can use the fields in this form to view period information, change the status of the periods, and select which users can post accounting transactions to specific periods.

To create fiscal calendars and fiscal years, use the Fiscal calendars form. For more information, see Fiscal calendars (form).

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

Tab

Description

Periods

View or change the period details for the ledger calendar that is selected. These details include the period status.

Module access level

Select to allow or restrict user access to specific modules. You can specify access for no users, all users, or a group of specific users.

If you will specify access for a group of users, you must first set up the user group. For more information, see Manage user groups.

Field

Description

Calendar

The name of the fiscal calendar that was selected for the ledger.

Description

The description of the fiscal calendar.

Fiscal year

The name of the fiscal year that is selected in the left pane.

Start date

The date when the fiscal year starts.

End date

(Year field group)

The date when the fiscal year ends.

Status

The status of the fiscal year:

  • Open – At least one period in the fiscal year is open. Financial transactions can be recorded in open periods.

  • Closed – All of the periods in the fiscal year have a Closed status and financial transactions can no longer be recorded in the fiscal year. For information about closing fiscal years, see Opening transactions (form) and Transfer opening balances to a new fiscal year.

Period name

The name of the period.

Type

The period type:

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

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

  • Closing – The period can be used to record general ledger transactions for closing a fiscal year.

Short name

An optional, shorter name for the period that can be entered in the Fiscal calendars form. This is used in number sequences when the number sequence scope is set to use the fiscal period. For more information, see Number sequences (list page).

Period start

The date when the period starts.

End date

(Periods FastTab)

The date when the period ends.

Month

A sequential month number, starting with 1, that is used to calculate depreciation or the available budget. For example, 10 might be the month of October.

Quarter

The quarter for the calculation of asset depreciation or for the available budget. For more information, see Depreciation books setup (form).

Comments

An optional comment for the period. You can enter comments in the Fiscal calendars form.

Period status

Select one of the following statuses for the period:

  • Open – Accounting transactions can be recorded in the period.

  • On hold – Accounting transactions cannot be recorded in the period. You can select this status only if the period currently has a status of Open. You can reopen periods that have a status of On hold.

  • Closed – Accounting transactions cannot be recorded in the period. If a period has a status of Open, you cannot select Closed unless the previous period also has a status of Closed. You cannot reopen a closed period or put it on hold.

NoteNote

When a fiscal year is being closed, you can select the Set fiscal year status to closed check box in the General ledger parameters form. This sets all periods in a fiscal year to a Closed status. You can also select the Check journalizing check box in the General ledger parameters form to verify whether periods are journalized before they are put on hold or closed. For more information about these options, see General ledger parameters (form).

Name

Select a module name to specify which users can post transactions for it.

Access level

Select which users can post accounting transactions to periods for the selected module:

  • All – All users can post to the period.

  • None – No users can post to the period.

  • User group – Only a specified group of users can post to the period.

User group

If you selected User group in the Access level field, select the user group that can post to the period.


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