How to Place an Accounting Period on Full Hold

At month-end, Accounting will ask you to place certain modules of D365 on hold. This is to prevent end users from entering new information into those modules since they’re closed. Once Accounting is done with their closing procedures for the month, they will ask that the period be placed on “Full-Hold”. They may not use those exact words, so it’s important to be clear with them exactly what they’re asking for. Often it may be called “Close the period”, “Place NBMS/NLLC on hold”, etc.

To do this, navigate to:

General ledger >> Calendars >> Ledger calendars

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This will open the Ledger calendars page.

Find and select the period you wish to close on the left pane.

Make sure EVERY module for that company is set to “ACCOUNTING

For the company you want to close the period for, change the Period status from Open to “On hold”

Do NOT pick “Closed”. Typically we will place the period on full-hold, and someone will have “One more” entry to make. If you place the period on Close, it’s done and can not be reopened.

On hold allows us to toggle it open and then back to on-hold for missed transactions.

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When you’re done, close the window. Be sure to let the requester know.