How to generate Balance Sheet in AX 2009

To generate Balance sheet go to General Ledger Module and click Reports > Transactions > Periodic > Financial statement Select the Financial statement as BS_DTL

Mention the End Date period as on the Statement.

Select the Main focus as LEDGER and Row definition for main focus as B/S-IND

Select the Column button and mention the Exact Opening, Credit, Debit and Closing periods.

Generate Profit & Loss Sheet in ERP:

Go to General Ledger module and click Reports > Transactions > Periodic > Financial statement Select the Financial statement as PL_DTL

Mention the End Date period as on the Statement.

Select the Main focus as LEDGER and Row definition for main focus as P/L-IND

Select the Column button and mention the Exact Opening, Credit, Debit and Closing periods.