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Process documentationYear Transfer: Israel & Netherlands Locate this document in the navigation structure


As the current fiscal year ends and towards the new fiscal year, a Year Transfer process is required to maintain data continuity. SAP Business One provides an automatic Year Transfer function that allows you to transition quickly and easily to the new fiscal year.

Caution Caution

Before commencing this procedure, contact SAP Business One support at for more information.

End of the caution.


The Year Transfer process comprises five stages:

  1. Transfer of system initialization, general settings, Print Layout Designer layouts, and user queries – In this stage you create a new company for the coming fiscal year, based on the definitions and settings of the company from which you perform the process.

  2. Transfer of indexes – In this step, you transfer to the new company the business partners, items, and the accounts in Chart of Accounts.

  3. Document transfer – In this step, you transfer to the new company open documents that should be processed during the coming year.

  4. Balance transfer – In this step you transfer balances of accounts, business partners, and items to the new company.

  5. User-defined objects transfer – In this step you can transfer to the new company the data stored in user-defined objects.


By the end of the Year Transfer process, the new company contains all the settings, definitions, accounting and inventory related data from the previous year, that are relevant for proper bookkeeping and inventory management in the coming year.