Financial tags are part of criteria for automatic settlement.
When year end close is run, the detail transactions are created to allow ledger settlement on open fiscal year.
But if information has been added on financial tags to allow automatic ledger settlement it is no more possible as information is lost on opening transactions.
Financial tags should be copied during fiscal year close to ease ledger settlement
Comments
I know this Idea was posted more than a year ago, but I wanted to comment that when I run a Year-end close in D365FO v10.0.43 with Advanced awareness options enabled and keep details, then the Financial tag details are copied to the detailed opening transactions created
Category: General Ledger