Close books overview

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The topics in this section provide information about the tasks that are related to closing books.

Closing the month, period, and fiscal year

Forms for the Close books business process component

The following table lists the forms that support the Close books business process component. The table entries are organized first by task, and then alphabetically by the name of the form.

Note

To open some of the forms in the following table, you must enter information or parameter settings.

Business process component task	Form name	Usage
Closing the month, period, and fiscal year	Close	Make closing adjustments on the closing sheet.
	Opening transactions	Transfer opening transactions to a new fiscal year.