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Object documentationPosting Templates Window Locate this document in the navigation structure

 

This window displays Posting Templates according to your defined criteria.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

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Posting Templates Window
Code

Enter a unique code of up to 8 characters for the posting template.

We recommend that you choose a meaningful code, one that will be understandable to users when they need to choose a posting template in a journal entry.

Automatic VAT

Applies the automatic VAT functionality on transactions you create through the Posting Templates window.

This option is selected by default if the option Use Automatic VAT is selected.

Manage WTax

This checkbox is enabled only if the Automatic Tax checkbox is selected.

If you select this checkbox:

  • The WTax Amount field and the WTax Liable column are displayed.

  • You can enter only one business partner in the journal.

Control Account

You can specify the control account for this posting template after selecting a business partner.

Note Note

If you cannot find this field in the table, you may need to set the Control Account field to Active and Visible in the Form Settings window.

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G/L Acct/BP Code, G/L Account/BP Name

Specify the account code or business partner code to be associated with a journal entry created with this template. The account name or business partner name appears automatically in the G/L Account/BP Name field.

If there is no constant account or business partner associated with a specific row, or even the entire template, but you still want to create a template for the percentage distribution, leave these fields blank.

Debit %, Credit %

Enter the appropriate percentages used to separate the amounts in the journal entry for which you are defining the template.

As in a regular journal entry, the debit and credit sides must be balanced in a posting template; otherwise, SAP Business One does not allow you to add it.

Tax Group

Specify the tax group to which the line refers.

The drop-down list displays all the tax groups to which the account is linked. Selecting one automatically inserts the account in the line.

If the Automatic VAT option is selected, the default tax group, if defined for the G/L account, is displayed automatically.

If the option Permit Other VAT Group is selected for the G/L account, you may select another VAT group.

Distr. Rule

Specify the distribution rule for each row in the template. When a journal entry based on this posting template is created, the relevant amounts are posted to the respective cost centers.

Note Note

If a distribution rule was defined for the account(s) that appears in the posting template, the amounts recorded in the journal entries based on this posting template, are posted to the distribution rule(s) defined in the chart of accounts.

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Project

Specify the project that you want to relate to the account. If you defined the project for the account in the Chart of Accounts window, the field displays the project code by default.

Note Note

The specified project information appears in the journal entry created using this posting template.

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Total

Indicates the percentages entered in the Debit and Credit columns of the posting template.

To Balance

Indicates what percentages you need to enter in the Debit / Credit column to balance this posting.

Country-Specific Fields: Portugal
Stamp Tax

Enables creating a posting template for a journal entry that involves stamp tax. When you choose a tax code for the posting template:

  • Only the stamp tax groups are displayed in the drop-down list

  • The VAT groups cannot be chosen

Country-Specific Fields: Canada and US
Tax Posting Account

Select whether to use sales tax account or purchasing tax account. This field is editable only if the option Automatic Tax is selected.

Note Note

If you select a G/L Account for which the tax posting account is already defined, the defined value is displayed automatically in this column.

If the option Permit other Tax Codes in the Account Details window is selected, you can change the tax posting account.

Changing the displayed value affects only this posting template, and does not influence the definition made in the Chart of Accounts window.

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Tax Code

Select the tax code to be used when creating journal entries based on this posting template.

Note Note

If you select a G/L account for which the tax code is already defined, that code is displayed automatically in this field.

If the option Permit other tax code in the Account Details window is selected, you can replace the displayed tax code with a different one.

If you change the displayed value, the change applies only to this posting template, and does not influence the definition made in the Chart of Accounts window.

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Tax Jurisdiction Type

Tax jurisdiction types included in the selected tax code.

Tax Jurisdiction Code

Tax jurisdiction code included in the selected tax code.

More Information

Posting Templates