Monday, October 26, 2020

SAP Business One Forms Explained. Charts of Accounts.


SAP Business One Forms Explained is a new series that I want to begin from today. As the name suggests, I will be taking a form and explaining it in detail. The form that I have chosen for today is Chart of Accounts (COA).

  • Form Name & Number: -  Chart of Accounts & 151 


  • Form Overview: - A chart of accounts lists all of a company's general ledger (G/L) accounts and is the basis for its reporting and posting activities. The entire form is split into 10 Drawers and within each drawer, you organize your accounts by level in a logical fashion appropriate to your financial accounting processes. The organization of the chart of accounts follows GAAP in which there is a separate “drawer” for accounts representing assets, liabilities, equity, revenues, cost of sales, expenses, financing, and other revenues and expenses. 

  • Transactions & Activities: - List of transactions that are possible using COA are: - 

    • Creating G/L Accounts.

    • Editing account details or moving accounts within the chart of accounts, as needed.

    • Deleting any unnecessary G/L Accounts.

    • Checking G/L account balances. If necessary, checking  the balances of Individual Business Partners.

  • Reports:- The report that is related to the COA is mentioned below: - 

    • G/L Accounts and Business Partners Report: -  This report enables you to generate a list of G/L Accounts and/or Business Partners using desired selection criteria. 


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