SAP B1 Trial Balance Defaults

[former_member186712]

Hello Everyone,

A user runs the Trial Balance report several times per day and every time he needs to check/uncheck some of the checkbox's. This is repetitive and annoying.

We the user opens the Trial Balance form he would like to have the "Opening Balance for Period" already checked and the "Add Closing Balances" checked as well. Then we would like to have the "OB from Start of Fiscal Year" and the "CB before Selected Period Only" selected.

I already saw that some fields ("External Code", "Show Info Per Ctrl Acct", ...), B1 shows the last run selection but unfortunately not for all fields.

Any idea? What does the Ctrl A in this form?

Best regards,

Augusto

[msundararaja_perumal]

Hello,

If my memory serves me right, from version 9.2 on-wards there is an option to save the selection parameters. Even for the same user you could name them as different parameters to avoid your current hassle.

Thanks.

[former_member186712]

Hello Sundararaja,

Thanks for your answer.

I'm running SAP 9.3 pl6

The Save of the selection parameters only exist in the General Ledger report. There's even a Save button and it works perfectly.

In the Trial Balance there's no Save button, there's a possibility of using the Ctrl A but I'm not sure what it does. As I wrote, some of the selection parameters are Saved and Loaded when we reopen the Trial Balance form. I can't understand why it doesn't work for all fields.

Any idea?

Best regards,

Augusto