Create Template for Recurring Postings

  1. From the SAP Business One Main Menu, Go to Financials Module > Recurring Postings.
  2. A Recurring Postings window appears, specify a unique code up to 8 characters.
  3. Enter the Description and other relevant details.
  4. In the table area, Enter the G/L Accounts and/or business partners and the expected amounts in Debit & Credit.
  5. In the footer, set the frequency according to which you want SAP Business One to create instances for the transaction.
  6. To set a date after which SAP Business One should not create instances of the transaction, use the Valid Until option
  • Make sure the transaction amount is balanced.
  • You can change the amounts of each instance of the transaction before you confirm.

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