Fiscal Year-End Close in D365 for Finance and Operations Chris Rusing, Logan Consulting @AXUG www.axug.com info@axug.com

Webinar Agenda Introduction to Logan Consulting Setup and Configuration Demo of Fiscal Year End Close in D365 Open Q&A

Founded in 1992, Logan has over 25 years of experience implementing and supporting ERP implementations, upgrades and support. Logan offers a wide spectrum of technology and business professionals, deploying roughly 80 consultants a year world-wide. Specialize in Manufacturing, Distribution, and Professional Services Core Services:  Dynamics AX/365 Assessment, Implementation & Optimization Dynamics AX/365 Business Process Design Program & Project Management Microsoft Dynamics ERP Gold Partner since 2003 AXUG Member and Gold Contributor since 2014

Setup and Configuration

General Ledger General Ledger Parameters Delete close of year transactions Create closing transactions during transfer Set fiscal year status to permanently closed Voucher number must be filled in

General Ledger Calendars Fiscal year calendar – 2018 must be created General ledger> Calendars> Fiscal calendars Ledger calendar – all periods should be ‘On hold’ General ledger> Calendars> Ledger calendars

Demo

Demo Agenda Run Year End Close in D365 for Finance and Operations

Presenter Contact Information Chris Rusing, Sr. Consultant - Logan Consulting crusing@loganconsulting.com Jarrod Kraemer, Account Executive – Logan Consulting Phone: (312) 345-8817 jkraemer@loganconsulting.com www.loganconsulting.com

Q & A