In the normal course of business, it is not uncommon to have to adjust the chart of accounts from time to time. In SAP Business One, you can make changes to the chart of accounts, and change, regroup, or delete existing accounts.
One of your banks changes its name, so you update its name in the corresponding G/L account.
You originally created an account that was then never used, so you decide to delete it.
You need to reorganize your subsidiary’s accounts, based on new instructions from the mother company.
From the SAP Business One Main Menu, choose
.In the Chart of Accounts window, select the account and make your changes.
To save these changes, choose Update.
If required, choose Account Details, make changes in the G/L Account Details window, and choose Update.
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Note
Moving a parent account also moves its sublevel accounts.
From the SAP Business One Main Menu, choose
.Do one of the following, and choose OK.
To change the location of accounts within a drawer, select the relevant drawer.
To move accounts between drawers, select the relevant drawers.
The Edit Chart of Accounts window appears, listing the accounts included in the selected drawer(s).
Select the account you want to move.
Note
To find an account, press CTRL + F, enter its code and/or name in the Find Account window, and choose OK.
The G/L Account Location section displays the current location parameters.
In the Drawer, Parent Article, and Loc. in Drawer fields, specify the target location of the account.
Note
The options in the G/L Account Location fields depend on the selections made in the Edit Chart of Accounts – Selection Criteria window.
The account moves to the specified location.
To save the change, choose Update.
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Edit Chart of Accounts - Selection Criteria Window
Prerequisites
‑ No transactions have been posted to the account, including the opening balance.
‑ The opening balance has not been posted to the account.
‑ The account is not defined as a control account.
‑ The account is not included in G/L account determination.
Procedure
From the SAP Business One Main Menu, choose
.In the Edit Chart of Accounts - Selection Criteria window, select the required drawers and choose OK.
Select the account you want to delete.
From the menu bar, choose
.