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Procedure documentationAssigning G/L Accounts to Branches

 

Recommendation Recommendation

If you specify a G/L account as the customs allocation or expense account, do not assign it to any particular branch. You define customs allocation and expense accounts in Start of the navigation path Administration Next navigation step Setup Next navigation step Inventory Next navigation step Customs Group End of the navigation path.

End of the recommendation.

Prerequisites

You can change the branch assignment of a G/L account under any of the following conditions:

  • There are no postings to the G/L account.

  • The G/L account is not assigned to any branch.

  • The G/L account is assigned to a branch but there have been no postings to the account since the assignment.

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Financials Next navigation step Chart of Accounts End of the navigation path.

  2. In the Chart of Accounts window, select the G/L account you need to assign and choose the Account Details pushbutton.

  3. In the G/L Account Details window, from the Branch dropdown list, select a branch.

  4. Choose the Update pushbutton and return to the Chart of Accounts window.

  5. Choose the Update pushbutton.

Result

When creating a document, you can select from the following:

  • Active G/L accounts that are not assigned to any branch

  • Active G/L accounts that are assigned to the branch specified in the document header area

More Information

Assigning Master Data to Branches