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Account Category - Financial Report Template

Hi Guys,

We've been trying to create a template for Profit and Loss Report, but when we define Account Category, we need to do it at fourth level, but our COA doesn't have four titles for accounting data.

We defined a template on a database with 4 levels of accounts, and we did define accounting data on a third level, but the rest of the databases have five levels defined, but only four levels are actually used, and the Account Category can only be done at fourth level.

Any ideas?

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  • Best Answer
    Posted on Dec 06, 2011 at 04:45 PM

    Hi,

    It seems that when you are having level 3 accounts then you can define the account category at 3 level whereas when the accounts are at level 5, then only at level 4 you can define the account category.

    The accounts which are defined at level 5 or lower are displayed under the level 4 in the Financial Template in the account Category Parent Item.

    I checked in the DEMO and the working is same.

    Have you checked the 'Mock Title' checkbox in the Template window?

    Check the same for its working and see whether you can get rid of another title which you enter.

    Kind Regards,

    Jitin

    SAP Business One Forum Team

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    • Former Member

      Hi,

      I ended up clicking the option "Dummy Tittle" on level 3, so now I've got two levels for tittles and one accounting level on my Financial Report.

      Thank you so much for your help.

      Regards.

  • author's profile photo Former Member
    Former Member
    Posted on Dec 06, 2011 at 04:17 PM

    Hi,

    What is your B1 version/PL and localization? How do the category settings look like?

    Thanks,

    Gordon

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    • Former Member

      Hi Gordon,

      SAP Business One 2007 A SP:01 PL:10.

      The Account Category - Details is a window displayed with a double click under the title chosen. (we need it at third level, not at fourth)

      Thanks in advance.

      Regards.

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