Setup step on the Ledger calendars page · General ledger

Set up Ledger calendars

Used to view calendar details, change the status of periods, and select which users can post accounting transactions to each period.

Used by: Accountant, Accounting manager, Accounting supervisor and 6 more roles
Business process: Develop financial period strategy
Menu item: LedgerCalendars
Main table: FiscalCalendar
Data entity: FiscalCalendarEntity
Setup steps: 1 on this page

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.

Ledger calendars page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Define accounting policies › Develop financial period strategy
Menu path	General ledger › Calendars › 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 ↗
In this process	Set up Fiscal calendars →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Ledger calendars1 screen

Used to view calendar details, change the status of periods, and select which users can post accounting transactions to each period.

Screen 1
Open the period for the legal entity
Go to General ledger > Calendars > Ledger calendars
1. Select the calendar and fiscal year
2. Select Period 10
3. On the Legal entities FastTab, use Update period status to set the period to Open
1Calendar BEAT
2Type Operating
Fiscal year 2026
Period status Open
Show the full screen
page title tab to open what to set or check

1Calendar	BEAT
2Type	Operating
Fiscal year	2026
Period status	Open

Microsoft's steps

Go to General ledger > Calendars > 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 ↗	—	—
Calendar	—	BEAT	—
Fiscal year	—	2026	—
Type	—	Operating	—
Period status	—	Open	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Ledger calendars	—	—

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	`FiscalCalendar`Shown as “Fiscal calendar” in Record infoKey field: RecIdChecked in Dynamics 365
Data entities	`FiscalCalendarEntity`Fiscal calendar integration entity Microsoft data model ↗`FiscalYearEntity`Fiscal calendar Microsoft data model ↗
Who can open it	PrivilegesMaintain ledger calendar periods `LedgerCalendarsMaintain`View ledger calendar periods `LedgerCalendarsView`DutiesEnable general ledger process `LedgerGeneralLedgerProcessEnable`Inquire into general ledger reference data `LedgerGeneralLedgerReferenceDataInquire`Enable general ledger process `RentalLedgerGeneralLedgerProcessEnable` 9 security roles Budget manager `BudgetBudgetManager`Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

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 ↗