How to synchronize calendar quarters after you configure the Fixed Assets fiscal calendar to use a fiscal year in Microsoft Dynamics GP

INTRODUCTION

his article describes how to synchronize calendar quarters after you configure the Fixed Assets fiscal calendar to use a fiscal year instead of a calendar year in Fixed Asset Management in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains.

MORE INFORMATION

To synchronize calendar quarters after you configure the Fixed Assets fiscal calendar to use a fiscal year, follow these steps.

Note The Fixed Assets fiscal calendar does not have to cover the same time as the Fiscal Period calendar. However, it is easier to maintain Microsoft Dynamics GP if both calendars cover the same time. Make sure that you configure the Fixed Assets fiscal calendar based on your reporting needs.

Note Before you follow the instructions in this article, make sure that you have a complete backup copy of the database that you can restore if a problem occurs.

 

Microsoft Dynamics GP 10.0

1.

Rebuild the Fixed Assets fiscal calendar. To do this, follow these steps:

a.

On the Microsoft Dynamics GP menu, point to Tools , point to Utilities , point to Fixed Assets , and then click Build Calendar .

b.

Click to select the Build Fixed Assets Fiscal Calendar check box and the Replace check box.

c.

Click Build .

d.

When you receive the following message, click OK :

Build of Fixed Assets Calendar will now be performed. Continue?

2.

Verify that the Fixed Assets fiscal calendar is built correctly. To do this, click Inquire , and then click Verify . Click OK when you are prompted to continue.

3.

Clear the data in the table that holds the calendar quarters. To do this, follow these steps:

a.

On the Microsoft Dynamics GP menu, point to Tools , point to Utilities , point to Fixed Assets , and then click Clear Data .

b.

In the Fixed Assets Clear Data window, click Display , and then click Physical . The Files list is re-populated.

c.

In the Files list, click Quarter Setup , and then click Insert .

d.

Click OK to clear the data in the Quarter Setup tables. Click Yes when you are prompted to clear the data from the tables.

e.

In the Report Destination window, click to select the Screen check box, and then click OK to print the report to the screen.

4.

Synchronize the new calendar. To do this, follow these steps:

a.

On the Microsoft Dynamics GP menu, point to Tools , point to Utilities , point to Fixed Assets , and then click Build Calendar .

b.

In the Build Fixed Assets Fiscal Calendar window, click to select the Synchronize Quarters to Fiscal Years check box, and then click Build .

c.

When you are prompted to build, click OK .

5.

If you are prompted, print the quarter report.

For Microsoft Dynamics GP 9.0 and earlier versions

1.

Rebuild the Fixed Assets Fiscal calendar. To do this, follow these steps:

a.

On the Tools menu, point to Utilities , point to Fixed Assets , and then click Build Calendar .

b.

Click to select the Build Fixed Assets Fiscal Calendar check box and the Replace check box.

c.

Click Build .

d.

When you receive the following message, click OK :

Build of Fixed Assets Calendar will now be performed. Continue?

2.

Verify that the Fixed Assets fiscal calendar is built correctly. To do this, click Inquire , and then click Verify . When you are prompted to continue, click OK .

3.

Clear the data in the table that holds the calendar quarters. To do this, follow these steps:

a.

On the Tools menu, point to Utilities , point to Fixed Assets , and then click Clear Data .

b.

In the Fixed Assets Clear Data window, click Display , and then click Physical . The Files list is re-populated.

c.

In the Files list, click Quarter Setup , and then click Insert .

d.

Click OK to clear the data in the Quarter Setup tables. When you are prompted to clear the data from the tables, click Yes .

e.

In the Report Destination window, click to select the Screen check box, and then click OK to print the report to the screen.

4.

Synchronize the new calendar. To do this, follow these steps:

a.

On the Tools menu, point to Utilities , point to Fixed Assets , and then click Build Calendar .

b.

In the Build Fixed Assets Fiscal Calendar window, click to select the Synchronize Quarters to Fiscal Years check box, and then click Build .

c.

When you are prompted to build, click OK .

5.

If you are prompted, print the quarter report.

INTERNAL

MICROSOFT INTERNAL SUPPORT INFORMATION

 

Template: MBS Generic How To Article

 

CI #: 72484 (Content Maintenance)

 

Article ID

:

935621

First Published:

:

4/4/2007

Last Revised:

:

1/13/2015

Revision

:

4.0

Modification Type

:

Major

Language Locale

:

en-us

Article Status

:

Published Externally

Confidentiality

:

Public

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