Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

Closing schedules

You use a closing schedule to assign a financial close template to a specific financial period that must be closed. The tasks from the template are then automatically generated for the specified period, and the new closing schedule is added to the workspace. When you create a new closing schedule, the Period end date field is used to determine the actual due dates for the closing tasks, based on the relative due date that is assigned in the financial close template.

Assign the calendar appropriate for the closing schedule, to indicate the working days to be used in task scheduling. If you don’t define a specific calendar, the task due dates will use all the days of the week.

You must also define the companies that will be ...