Specify which users can post to a period [AX 2012]

Updated: April 29, 2014

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

You can specify which user groups can post to a period by using the Ledger calendar form. For example, at the start of a new period, you might want a group of users to finish posting financial transactions in the previous period, while other groups work only in the new period.

  1. Click General ledger > Setup > Ledger.

  2. Verify that a calendar is selected in the Fiscal calendar field.

  3. Click Ledger calendar.

  4. In the Ledger calendar form, select a fiscal year in the left pane.

  5. On the Periods FastTab, select the period to set up permissions for.

  6. Click the Module access level FastTab.

  7. In the Name column, select the module to set up permissions for.

  8. Select a value in the Access level field to indicate which users can post to the module for the period: all users, no users, or only users in a specific user group.

    NoteNote

    If the value in the Period status field on the Periods FastTab is On hold, Closed, or Year closed, no users can post to that period. The period status takes precedence over the selections on the Module access level FastTab.

  9. If you selected User group in the Access level field, select a value in the User group field to specify the user group that can post to the module for the period.


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

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