Transaction page · General ledger
All financial period close tasks
A list page of all current and previous financial period close tasks.
- Used by
- Accountant, Accounting manager, Accounting supervisor and 11 more roles
- Business process
- —
- Menu item
LedgerPeriodCloseProjectTaskListPage- Main table
LedgerPeriodCloseProjectTask- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A list page of all current and previous financial period close tasks. |
|---|---|
| What you do here | Used for historical analysis of the closing process, showing each task's scheduled due date, actual completion date, and the person who completed it. |
| Example | Export the task list to Microsoft Excel for reporting and auditing purposes. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | General ledger › Period close › All financial period close tasks |
| Set up first | Financial period close configuration Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Financial period close workspace Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
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 | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | LedgerPeriodCloseProjectTaskListPage Checked in Dynamics 365 |
|---|---|
| Form | LedgerPeriodCloseProjectTaskListPage Checked in Dynamics 365 |
| Table | LedgerPeriodCloseProjectTaskShown as “Closing schedule tasks” in Record infoKey field: RecIdChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesMaintain financial period close processes LedgerPeriodCloseWorkspaceMaintainView financial period close processes LedgerPeriodCloseWorkspaceViewDutiesMaintain financial period close processes LedgerPeriodCloseWorkspaceMaintainView financial period close processes LedgerPeriodCloseWorkspaceView14 security rolesCollections agentCollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable payments clerk PaymAccountsPayablePaymentsClerkProject accountant ProjProjectAccountantProject manager ProjProjectManagerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerPeriodCloseProjectTaskListPage |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/financial-period-close-workspace
- learn.microsoft.com/dynamics365/finance/general-ledger/financial-period-close-workspace
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.