Period transactions (form)

Article
05/05/2014

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

Click Organization administration > Common > Calendars > Period types. Click the Periods button.

Use this form to view the periods that were created for the period type that is selected in the Period types form.

Tasks that use this form

Generate timesheet periods

Place a period on hold

Navigating the form

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

Tabs

Tab	Description
Overview tab	View all periods that are contained in the period type.
General tab	View information about the active period.

Buttons

Button	Description
Split period	Split a period. Sometimes, you might need to split a period. For example, Wednesday, February 29, 2012, was the last day of the month. It would be reasonable to split the week so that one part consists of Monday and Tuesday, and another part consists of the remaining days of the week starting with Wednesday. The Split period dialog box displays a suggested split date. If necessary, edit the Split on date field so that it contains the last day of the month, and then click OK. An extra line covering the remaining days of the period appears. Note If a period is applied by a subscription group, the period cannot be split.
Period status	View the periods that have been created and whether transactions have been posted on the periods.
Delete	Delete a period. Only periods with no transactions posted can be deleted. If a period is deleted, the previous period is automatically extended.

Split period

Split a period.

Sometimes, you might need to split a period. For example, Wednesday, February 29, 2012, was the last day of the month. It would be reasonable to split the week so that one part consists of Monday and Tuesday, and another part consists of the remaining days of the week starting with Wednesday.

The Split period dialog box displays a suggested split date. If necessary, edit the Split on date field so that it contains the last day of the month, and then click OK. An extra line covering the remaining days of the period appears.

Note

If a period is applied by a subscription group, the period cannot be split.

Period status

View the periods that have been created and whether transactions have been posted on the periods.

Delete

Delete a period.

Only periods with no transactions posted can be deleted. If a period is deleted, the previous period is automatically extended.

Fields

Field	Description
Start date	View the start date of the period.
Name	View the name of the period.
End date	View the end date of the period.
Model	View the model that is specified for the period, if applicable. If the period is used as the basis for calculating remaining estimates on fixed-price projects, a default model for the period might be specified here. If a model is specified, this model will be suggested when an estimate period is created.
Period types	View the period type code for the selected period.

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