Setup page · General ledger
Ledger calendars
The ledger calendar page, which shows the fiscal calendar, years, and periods used by the organization's ledgers.
- Used by
- Accountant, Accounting manager, Accounting supervisor and 6 more roles
- Business process
- —
- Menu item
LedgerCalendars- Main table
FiscalCalendar- Data entity
FiscalCalendarEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | The ledger calendar page, which shows the fiscal calendar, years, and periods used by the organization's ledgers. |
|---|---|
| What you do here | Used to view calendar details, change the status of periods, and select which users can post accounting transactions to each period. |
| Example | At the start of a new period, let one group of users finish posting to the previous period while other groups work only in the new period. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | General ledger › Ledger setup › Ledger calendars |
| Set up first | Fiscal calendars Microsoft Learn ↗Ledger Microsoft Learn ↗ |
| Used next by | Recalculate ledger periods Microsoft Learn ↗ |
| Related pages | Year end close Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to General ledger > Ledger setup > Ledger calendars.
- Select Edit.
- Select the period whose status you want to change.
- Select the legal entities to update, or use the check mark to select them all.
- To control posting by module, select Update module access, choose the module and the access level, and then select Update.
- Select Update period status, and choose On hold, Open or Permanently closed.
- Select Update.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Open | The period accepts postings from users who have access.Microsoft Learn ↗ | — | — |
| On hold | The period is blocked for posting but can be reopened later.Microsoft Learn ↗ | — | — |
| Permanently closed | The period is closed for good and can never be reopened.Microsoft Learn ↗ | — | — |
| Access level | Who can post to a module in an open period: everyone with access, no one, or one user group.Microsoft Learn ↗ | — | — |
| Opening | Period type used to record opening balances brought forward.Microsoft Learn ↗ | — | — |
| Operating | Period type used for normal accounting transactions.Microsoft Learn ↗ | — | — |
| Closing | Period type used for the general ledger entries that close a fiscal period.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Shared: the same records are used by every legal entity. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | A period set to Permanently closed can never be reopened, so no more adjustments can be posted to it. A period on hold can still be reopened. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | LedgerCalendars Checked in Dynamics 365 |
|---|---|
| Form | LedgerCalendar Checked in Dynamics 365 |
| Table | FiscalCalendarShown as “Fiscal calendar” in Record infoKey field: CalendarIdChecked in Dynamics 365 |
| Data entities | FiscalCalendarEntityFiscal calendar integration entity Microsoft data model ↗FiscalYearEntityFiscal calendar Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain ledger calendar periods LedgerCalendarsMaintainView ledger calendar periods LedgerCalendarsViewDutiesEnable general ledger process LedgerGeneralLedgerProcessEnableInquire into general ledger reference data LedgerGeneralLedgerReferenceDataInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnable9 security rolesBudget managerBudgetBudgetManagerChief financial officer CompanyChiefFinancialOfficerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManager |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerCalendars |
|---|---|
| Integrate with | FiscalCalendarEntity data entity Microsoft data model ↗ |
| Table definition | FiscalCalendar columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/fiscal-calendars-fiscal-years-periods
- learn.microsoft.com/dynamics365/finance/general-ledger/tasks/mass-financial-period-close
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/ledger/reference/fiscalcalendar
- learn.microsoft.com/training/modules/create-fiscal-calendars-years-periods-dyn365-finance/6-periods
- learn.microsoft.com/dynamics365/finance/budgeting/fiscal-calendars-fiscal-years-periods
- learn.microsoft.com/dynamics365/finance/general-ledger/change-mdfy-clndr-to-ledger
- learn.microsoft.com/dynamics365/finance/general-ledger/year-end-close
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.