Job page · General ledger

Recalculate ledger periods

A process that updates the period assigned to each posted transaction in General ledger.

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Everyone

1What it is and why

What it is	A process that updates the period assigned to each posted transaction in General ledger.
What you do here	Used after the periods of a calendar change or a new fiscal calendar is assigned to a ledger, so that balances fall into the right periods on the trial balance and financial statements.
Example	After deleting and dividing periods in a ledger calendar, run Recalculate ledger periods in every legal entity that uses that calendar.

Functional consultant · Solution architect

Business process	—
Menu path	General ledger › Periodic tasks › Recalculate ledger periods
Set up first	Ledger calendars Microsoft Learn ↗Ledger Microsoft Learn ↗
Used next by	Trial balance Microsoft Learn ↗
Related pages	—

End user · Functional consultant

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Field	What it means	Worked example	Table column
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Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Calendar changes don't move posted transactions into the right periods until this process runs; it can be run at any time to correct balances. Microsoft Learn ↗

Technical architect

Menu item	`Action:LedgerPeriodRecalculation` Checked in Dynamics 365
Form	`Dialog` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=Action:LedgerPeriodRecalculation`
Integrate with	—
Table definition	—

Everyone