MEAPSA

Create fiscal calendars, years, and periods in Dynamics 365 Finance

When you record financial data in Dynamics 365 Finance, you must include the date of the transaction. By using a fiscal calendar and breaking it down into segments of years and periods, you can post or record financial data to a predefined open period.

Functional Consultant

Dynamics 365

Finance

Module Objectives

In this module, you will learn how to:

Differentiate between ledger and fiscal calendars.
Configure and set up fiscal calendars, years, and periods.
Create and use date intervals.

Units

Introduction min
Fiscal calendars, fiscal years, and periods min
Create fiscal calendars, years and periods min
Select a fiscal calendar min
Define budget cycle time spans min
Maintain periods for your organization min
Create date intervals min
Lab - Work with the fiscal calendar, year, and periods min
Check your knowledge min
Summary min

Prerequisites

A basic understanding of finance and accounting processes.
The ability to use Dynamics 365 Finance for basic processing.
General knowledge of basic navigation in Dynamics 365 Finance.