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Wish You Could Prevent Postings to Prior Periods for Dynamics SL?

Wish You Could Prevent Postings to Prior Periods for Dynamics SL?
When working with Dynamics SL, do you wish that there was an easy way to prevent accidental postings to prior periods and previous fiscal years – a way that does not involve purchasing a third-party product or screen customizations?

 

Now, if you are running Feature Pack 1 of Dynamics SL, you have that ability.   With the new Hard Close options you are able to completely prevent users from posting to prior periods and/or prior fiscal years. 

 

I’ll show you how it’s done.

 

The Hard Close setup is two check boxes located in the Posting Options section of the GL Setup screen.

 

 

If you want to prevent posting to every closed fiscal period just remove the check from the ‘Allow posting to closed fiscal periods’ box.

 

 

If you want to prevent posting to prior fiscal years, but still want to allow posting to closed fiscal periods in the current fiscal year, just check both the ‘Allow posting to closed fiscal periods’ and the ‘Prevent posting to prior fiscal years’ boxes.

 

 

It’s simple to setup and works across the board for all users in all modules.

 

 

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