Inquire about purchase orders processed during purchase order year-end

Business value

This feature helps finance teams validate the purchase orders carried forward during year-end close without manually tracing each document. A dedicated inquiry shows the closed fiscal year, original and current accounting dates, and resulting document status, giving teams a clearer audit trail for purchasing commitments as they move across fiscal years. Finance users can use the information to support reconciliation, audit evidence, and period-close reviews with less manual investigation.

Feature details

The purchase order year-end process can update purchase order accounting dates and carry purchasing commitments into the next fiscal year. Finance users need a simple way to confirm which purchase orders were included in that process, understand how accounting dates changed, and see the resulting document status after year-end processing. With this feature, Dynamics 365 Finance adds a dedicated inquiry for purchase orders processed through Purchase order year-end. The inquiry is designed to help finance users review the year-end outcome without opening and investigating each purchase order individually. The inquiry shows the fiscal year that was closed, the original accounting date before year-end processing, the current accounting date after processing, and the resulting purchase order document status. Finance teams can use the inquiry during year-end close, reconciliation, audit preparation, and period-close review to confirm that purchasing commitments moved as expected and to investigate exceptions more efficiently.