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Procedure documentationSelecting Chart of Accounts Locate this document in the navigation structure

Procedure

  1. In this step (Step 4 of 9), from the Chart of Accounts dropdown list, select the chart of accounts template for the new company.

    Chart of Accounts

    From the dropdown list, select one of the following options for the chart of accounts:

    • User-defined - Select this option to have an empty chart of accounts in the new company. You have to build it on your own in SAP Business One.

    • Predefined - This is the default value for the field. Keep this option to have the new company obtain the chart of accounts that was specified in the solution package. You are able to adjust it after logging on to the new company.

    • Other available templates - Select one of the other available templates to have a chart of accounts that is with the common structure in the country. You are able to adjust it after logging on to the new company.

      SAP Business One provides one or more local chart of accounts templates for each localization. These templates represent common structures of chart of accounts in that particular country. Here the wizard identifies the localization according to the local settings of the solution package that you selected in step 1.

    If you have selected Predefined or other available templates, the wizard displays the preview of the chart of accounts in the lower part of the window.

  2. Choose the Next button to confirm your selection.

Result

The wizard takes you to the next step: Specifying Posting Periods.