(RUS) Closing and adjustment (form) [AX 2012]

Updated: February 4, 2014

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

Click Inventory management > Periodic > Close and adjustment in currency.

Use this form to adjust and close inventory, perform recalculations (simulated inventory closings), cancel adjustments, and retrieve information related to the closing and adjustment of inventory.


This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

The following tables provide descriptions for the controls in this form.




View price adjustments, inventory closings, and recalculations. By default, active closings and adjustments are shown. In the upper left corner of the form, select Active or All to view active adjustments or closing transactions.


View specific information about the Identification and Setup of the inventory record that you selected on the Overview tab.


View specific session information, including the date and time of recalculation, inventory closing and cost price adjustment, and the status of the current transaction.


View notes related to the current transaction.



Close procedure

Open a menu with the following items:

  • 1. Check open quantities – Open the Open quantity report to print a report that lists the items that will not be fully settled after running the inventory closing on the specified date.

  • 2. Check cost prices – Open the Investigation of cost price for receipts report to print a report that displays all items that exceed a maximum deviation percentage that you specify before running the report. The deviation is based on the item cost price, item or median cost price, or median.

  • 3. Close – Open the Closing of warehouse in currency form to close the inventory according to the FIFO (First in First Out), LIFO (Last in First Out), or Average cost inventory models.


Open the Recalculate inventory in currency form to recalculate cost price in accordance with the model.


Open a menu with the following items:

  • On-hand – Open the Adjustment of on-hand inventory in secondary currency form to adjust the cost value for on-hand inventory.

  • Transactions – Open the Adjust transactions in currency form to adjust the cost value for inventory transactions.

  • Wizard – Open the Wizard for cost value adjustment of inventory transactions or entire on-hand inventory page to run the wizard for cost value adjustments of on-hand inventory or transactions.


Open the Cancelation in currency - Initialize form to cancel the latest closing, on-hand, or transaction adjustment made. Canceled closings can still be viewed on the Overview tab.


Open a menu with the following items:

  • Pause calculation – Stop the current recalculation process.

  • Resume calculation – Resume the paused recalculation process. You can also use this button to connect additional MS DAX clients to the calculation.

  • Calculation list – View the current list of items waiting to be calculated.


Open the Settlements for voucher form, where you can view a list of the adjustments made to the inventory for the selected voucher.


Open an Infolog showing details of the closing.


This button is available only if an Infolog exists for the selected voucher.


Open a menu with the following item:

  • Voucher – Open the Voucher transactions form to view the ledger transactions attached to the current transaction.


Open a menu with the following item:

  • Adjustments – Open the Adjustment settlements form to print settlements that have adjusted inventory transactions.




Select this check box to select the closing and adjustment transactions.


Date on which the closing or adjustment will be executed.


The voucher number assigned for the closing or adjustment transaction. The number is assigned automatically based on the setup in the Number sequences tab in the Inventory parameters form.


The adjustment type that was defined for the transaction:

  • Posting – Cost price adjustment for item receipts.

  • On-hand – Cost price adjustment for on-hand inventory.

  • Recalculation – Cost price recalculation.

  • Close – Inventory closing transaction.


The date on which the closing or adjustment was completed.


Indicates whether the closing or adjustment represented by this record was canceled or not.


Indicates whether the selected closing or recalculation is valid.

Has log

Indicates whether the closing or recalculation has a log file associated with it.

Cancel later recalculations

Selected to show that any existing recalculations dated after the inventory closing or recalculation date will be automatically reverted before continuing with the closing or recalculation.


The level of detail that is updated in the ledger for the transactions. Options are Total, Item group, and Item number.

Maximum throughputs

The maximum number of times the adjustment can be performed when closing or recalculating.

Minimum throughput adjustment

The minimum amount that the cost will be adjusted for during each calculation cycle.

Run recalculation after closing

Indicates whether a recalculation will run after closing.


The time that the closing or adjustment was started.


The time that the closing or adjustment ended.

Number of program sequences

The number of recalculation iterations.

Calculation status

The status of the current calculation. Possible values are Ended, Ledger posting, or Calculation.

  • Ended – Recalculation is completed.

  • Ledger posting – Recalculation has not been completed. Recalculation results are posted to the ledger.

  • Calculation – Recalculation is not completed. Settlement recalculation is in process.

Stop current update

Selected if the recalculation or closing was stopped.


The parameter is set up when the recalculation/closing is stopped by clicking the Calculation/Pause calculation button in the Closing and adjustment in currency.


The calculated BOM level for the latest requirement calculation.

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