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Branch wise trail Balance And Balance Sheet And Profit And Loss

Former Member
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Hi expert

One of my client wants Branch wise trail Balance And Balance Sheet And Profit And Loss.

How can we do this in SAP Business One

Thanks & Regard

Areeba Ali

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

hi,

First define all your branches as Projects under Administration-> Setup-> finance->projects

Then assign project for all you Accounting documents,

For Trial Balance and P&L statement branch wise go to Financials->Financial reports ->finance-> Trail balance/P&l-> choose expanded and give the projects they run the report

The same you can also get if you assign branches as profit centers and for reports

Choose expanded and select dimensions

with above setup u can get TB and P&l bot not Balance sheet

regards,

Kumar

Answers (1)

Answers (1)

msundararaja_perumal
Active Contributor
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Hi,

If you have opted account segmentation your requirement would by satisfied with default reports(Need to choose respective segment).

Else you should use one of the dimension as branch(click the expanded button in TB and select the respective dimension )

If you are not either of the above two methods the you should use query/crystal reports to accommodate your requirement according to the customers business flow

Former Member
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can u explane how can we do the same

former_member196081
Active Contributor
0 Kudos

Hi,

you can genarate only Trial Balance and P&L statement branch wise not Balance sheet.For TB & P/L staement choose expanded and select Project or Dimension.First make your brances as project or profit Center..

Regards

Deepak Tyagi