(CHN) Validation checklist (form)

  • Article

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

Click General ledger > Setup > Periods > Checklist setup.

Use this form to set the validation checklist status for the monthly stopping and the monthly closing of fiscal periods for the selected checklist items. You can close or stop fiscal periods in the leger calendar. When you modify the calendar status for selected fiscal periods, validation checks are run on the fiscal periods.

Note

Only a stopped fiscal period can be opened. You cannot reopen a closed fiscal period.

To make this form available, you must select the Extended monthly closing check check box on the Fiscal year close FastTab of the General ledger parameters form.

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

Fields

Field

Description

Checklist items

The checklist item to set the monthly stop and monthly closing validation status for. The checklist requirements that need to be met for the monthly closing to be validated.

Monthly stop

Select one of the following validation checklist statuses for the monthly stop.

  • No validation – The current checklist is ignored during the validation process.

  • Warning – A message is displayed if the validation does not meet the requirements for the current checklist conditions. However, you can ignore the warning and continue the validation process.

  • Stop – A message is displayed and stops the validation process if the validation does not meet the requirements for the current checklist conditions.

After the validation process is complete for all of the checklist items, the status of the selected period changes to Stop.

Monthly closing

Select one of the following validation checklist statuses for the monthly closing.

  • No validation – The current checklist is ignored during the validation process.

  • Warning – A message is displayed if the validation does not meet the requirements for the current checklist conditions. However, you can ignore the warning and continue the validation process.

  • Stop – A message is displayed and stops the validation process if the validation does not meet the requirements for the current checklist conditions.

After the validation process is complete for all of the checklist items, the status of the selected period changes to Closed.

See also

(CHN) Validate the closing or stopping of a fiscal period

(CHN) General ledger parameters (modified form)

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