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Principles
If you use other areas of the application in addition to financegeneral ledger, and you post to customer, vendor, assetproperty, item, or resource balances, you must set up a link between those balances and the general ledger accounts. If you're using only the Finance region, you don't need to set up posting groups.
To create a connection between the different areas of the application and finance, Posting Groups. You must first set up the chart of accounts, and then set up the posting groups. When posting sales, purchasespurchasing, and other transactions for which a G/L general ledger account is not directly specified, posting groups allow mapping to the appropriate G/L general ledger account. For example, when you sell items to a customer based on a sales order, G/L accounts aren't directly entered. When you use the Navigate function to review check invoice posting, you find that the document has been posted to G/L accounts. This happens precisely because customers and items have assigned posting groups that determine the G/L general ledger accounts.
There are three basic categories of posting groups:
General
They define who you 're buying buy from and selling sell to, or what you 're buying buy and what you 're sellingsell. This category includes the following code lists:
Gen. Business Posting Groups
Gen. Product Posting Group
General Posting Setup
VAT
They define the tax rates and calculation types that apply to who you buy from and sell to, or what you buy and what you sell. This category includes code lists
VAT Business Posting Groups
VAT Product Posting Groups
VAT Posting Setup
Specific
They define records for analytical records. This category includes the following code lists:
Customer Posting Groups
Vendor Posting Group
Bank Account Posting Groups
FA Posting Groups
Inventory Posting Groups
Inventory Posting Setup
Employee Posting Group
Job Posting Groups
Posting groups of service agreements (Serv. Contract Acc. Gr. Codes)
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The document does not describe posting groups related to standard modules that are not used in OneCore (warehouses, projects, service)
Dependencies and assumptions
You may need to set up other code lists, especially the G/L accounts of the Chart of Accounts
MS regularly updates the documentation for this setting MS regularly updates the documentation for this setting area. Documentation valid for BC22 is available at the following link:
Posting Group Setup - Business Central | Microsoft Learn
Dependencies and assumptions
To complete it, it may be necessary to set up other code lists, especially the financial accounts of the Chart of Accounts
Setting Up General Posting Groups
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Use codes that are easy to remember and that describe business groups such as DOMESTIC, EU, etc. The code must be unique. You can set up as many codes as you need.
FieldDescription of field settings:
Code
A code that will identify the posting group.
Description
A short description of the posting group.
Default VAT Bus. Posting Group (Def. VAT Bus. Posting Group)
If the Automatic insertion field is checked, after filling in the General Business Posting Group, the system will automatically insert the set VAT Commercial Business Posting Group (on the customer, vendor, document card)
Auto Insert Default
if checked, the system automatically inserts a the VAT business posting group when the code of a new customer or vendor or document is inserted into the General Business Posting Group is inserted on the card of a new customer or vendor card or on a document. The system inserts the posting group filled in the Default VAT Bus. Commercial Posting Group field.
Gen. Prod. Posting Group
This posting group determines what you buy and what you sell. You create General Product Posting Group codes for the services, items, and resources that are the subject of your transactions. The General Product Posting Group code determines what item is bought or sold. Use codes that are easy to remember, e.g. GOODS, SERVICES, FIN_FL, FIN_OL, INSURANCE.
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Description of field settings:
Code
Code A code that will identify the posting group
Description
Short description of the posting group
Default VAT Posting Group (Def. VAT Prod. Posting Group)
If the Automatic insertion field is checked, after filling in the General Business Posting Group, the system will automatically insert the set VAT Commercial Business Posting Group (on the customer, vendor, document card)
Auto Insert Default
check if the system should automatically insert the VAT posting group of the goods at the moment when the code of the General Posting Group of the goods is entered on the item, e.g. the product card of the goods, the financial account, the document is insertedcard. The system inserts the posting group filled in the Default VAT Posting Group field.
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The General Posting Setup code list is primarily intended for setting up accounting for the purchase and sale of goods and services in the Inventory and Jobs modules. By combining Combine the General Business Posting Group and the General Product Posting Group , you can to set up different sets of general ledger accounts for buying or selling the same items from different vendors or different customers. For inventory, in addition to specifying all possible combinations of general business posting groups and general product posting groups, you should also enter a row for each General Product Posting Group with an empty a blank General Business Posting Group. You can use this combination for such a combination in the case of posting in item journals when the transaction does not have a customer or vendor assigned.
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There is no need to set up revenue and expense cost accounts for posted business transactions for posting on Financing Contracts or individual (manual) sales or purchase documents. These accounts will be copied to the documents from other settings, in particular from OneCore Posting Setup, Standard Purchase Codes (Recurring Purchase Lines), Standard Sales Codes (Recurring Sales Lines), or G/L financial accounts will be inserted into the documents directly by the user.
For individual combinations of posting groups, it is necessary to set up accounts in the OC only for the following fields:
Payment Sales Difference Account (Sales Pmt. Tol. Debit Acc.)
Credit Payment Difference Variance Sales Account (Sales Pmt. Tol. Debit Acc.)
Debit Payment Difference Variance Bill (Purch. Pmt. Tol. Debit Acc.)
Credit Payment Variance Account (Purch. Pmt. Tol. Credit Acc.)
The fields are visible only if you have set up payment variances (General Ledger Setup, Payment Tolerance % or Max. Payment Tolerance Amount) in the system (General Ledger Setup, Payment Tolerance % or Max. Payment Tolerance Amount). The set up account is used when posting a for payment variance posting if the Payment Tolerance Posting = Payment Tolerance Account field is set in General Ledger Setup.
Bulk
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account setup features
The more item product posting groups and business posting groups you use, the more lines are displayed in the General Posting Setup window. Setting up general accounting for the company a business can then mean that a large amount of data needs to be entered.
To make your work labour easier, you can use the Suggest Account or Copy functionfunctions
Function Suggest Account
fills in the most frequently set account for the same General Posting Group or for the same General Posting Group for the given field of the given Posting Group combination (the highest occurrence is used)
Function Copy
Fills in the selected lines of the General Posting Setup (lines can be limited by filtering) accounts from the selected combination of posting groups.
Specify the selected source combination of posting groups in the Task Tasks dialog box and select whether to copy All Fields or Selected Fields only. If you require only selected fields, then you turn on the selection in the Sales Accounts, Purchase Accounts, Inventory Accounts, and Manufacturing Accounts fields.
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Business Central supports transactions for employees in the same way that it supports transactions as for vendors. Accordingly, Employee Posting Groups exist to ensure that employee entries are posted to the appropriate accounts in the general ledger.
Employee transactions can only be posted in the local currency. Discounts and payment variations are not variances aren't supported for employee payments.
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The chapters below list the most important areas in which posting groups are used. This list may not be exhaustive
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General Commercial Posting Group:
Customer Card
Vendor Card
Customer Template
Vendor Template
G/L Account
Financing Contract Template
Maintenance Agreement; T 4026706 API Maintenance Agreement)
Financing Contract
Payments Calendar
Contract Accrual Lines
Client Insurance Contract
Insurance Client Payment Calendar
Contract Service
Service Payment Line
Sales Invoice Header
Sales Invoice Line
Purchase Invoice Header
Purchase Line
Sales Advance Letter (Sales Advance Letter)
Sales Advance Letter Line
Purchase Advance Letter (Purchase Advance LetterHeader)
Purchase Advance Letter Line
General Journal Line (Gen. Journal Line)
Rent a Car General Posting Setup
Tariff Groups
VAT Bus. Posting Group:
Customer Card
Vendor Card
Customer Template
Vendor Template
G/L Account
Financing Contract Template
Maintenance Agreement; T 4026706 API Maintenance Agreement)
Financing Contract
Payments Calendar
Client Insurance Contract
Insurance Client Payment Calendar
Contract Service
Service Payment Line
Sales Invoice Header
Sales Invoice Line
Purchase Invoice Header
Purchase Line
Sales Advance Letter (Sales Advance Letter)
Sales Advance Letter Line
Purchase Advance Letter (Purchase Advance LetterHeader)
Purchase Advance Letter Line
General Journal Line (Gen. Journal Line)
Cash Document Line
Tariff Groups
Financed Object Setup
Gen. Prod. Posting Group:
G/L Account
Standard Sales Codes / Recurring Sales Lines
Standard Purchase Codes Recurring Purchase Lines
Financing Contract Template
Financing Contract
Payments Calendar
Contract Accrual Lines
Framework Contract Types (Framework Contract Types; T 4027032 API Ins. Framework Agre. Type); field:
Gen. Prod. Posting Group
Ins. Frame Agreement Post. Group (Ins. Frame Agreement Post. Group; T 4027033 API Ins.Frame Agr. Post. Group)
Client Insurance Contract
Insurance Client Payment Calendar
Service Types
Contract Service
Service Payment Line
Sales Invoice Line
Purchase Line
Sales Advance Letter Line
Purchase Advance Letter Line
General Journal Line (Gen. Journal Line)
Tariff Groups
VAT Prod. Posting Group:
G/L Account
Financing Contract Template; field:
VAT Posting Group Principal
VAT Posting Group Interest
VAT Posting Group Simple Service
VAT Posting Group Special Regime Mode – Tax (VAT ) P.Gr. Special Mode Tax)
VAT Posting Group Special Regime – Non-Tax (VAT ) P.Gr. Special Mode Non-Tax)
VAT Posting Group Whole Paym.
VAT Posting Group Simple Ins.
VAT Posting Group DepositSimple Fee
Financing Contract; field:
VAT Posting Group Principal
VAT Posting Group Interest
VAT Posting Group Simple Service
VAT Posting Group Special Regime Mode – Tax (VAT ) P.Gr. Special Mode Tax)
VAT Posting Group Special Regime – Non-Tax (VAT ) P.Gr. Special Mode Non-Tax)
VAT Posting Group Whole Paym.
VAT Posting Group Simple Ins.
VAT Posting Group DepositSimple Fee
Payments Calendar (Payments Calendar; T 4026398 API Financing Contract Line); field:
Types of Framework Agreement Types (Framework Contract Types; T 4027032 API Ins. Framework Agre. Type)
Ins. Frame Agreement Post. Group
Client Insurance Contract
Insurance Client Payment Calendar
Standard Sales Codes / Recurring Sales Lines
Standard Purchase Codes Recurring Purchase Lines
Service Types
Contract Service
Service Payment Line
Sales Invoice Line
Purchase Line
Sales Advance Letter Line
Purchase Advance Letter (Purchase Advance LetterHeader)
General Journal Line (Gen. Journal Line)
Cash Document Line (Cash Document Line
Tariff Groups
Financed Object Setup
Customer Posting Group:
Customer Card
Customer Template
Financing Contract Template; field:
Customer Posting Group
Customer posting group for individual. Invoices (Individual Invoice Customer Post. Group)
Customer Posting Group for Selling Price (IS)
Maintenance Agreement;T 4026706 API Maintenance Agreement)
Financing Contract; field:
Customer Posting Group
VAT Posting Group Deposit
Customer posting group for individual. Invoices (Individual Invoice Customer Post. Group)
Customer Posting Group for Selling Price (IS)
General Journal Line (Gen. Journal Line)
the Posting Group field. the content varies according to the Account Type)
Payment Reconciliation Journal – Line field
the Posting Group ; the field. content varies according to the Account Type)
Cash Document Line (Cash Document Line)
the Posting Group field. the content varies changes according to the Account Type
Sales Invoice Header
Sales Advance Payment Templates
Sales Advance Letter header.
Vendor Posting Group
Vendor Card
Vendor Template
Purchase Invoice Header
Purchase Advance Letter (Purchase Advance LetterHeader)
Maintenance Agreement;T 4026706 API Maintenance Agreement)
General Journal Line (Gen. Journal Line)
the Posting Group field. the content varies changes according to the Account Type
Payment Reconciliation Journal – Line field
the Posting Group ; the field. content varies according to the Account Type)
Cash Document Line
the Posting Group field. the content varies changes according to the Account Type
Bank Account Posting Group
Bank Account
General Journal Line (Gen. Journal Line)
the Posting Group field. the content varies changes according to the Account Type
Payment Reconciliation Journal – Line
The the Posting Group field; . the content varies changes according to the Account Type
Cash Document Line
the Posting Group field. the content varies changes according to the Account Type
FA Posting Group
Fixed Asset Card – Lines (Fixed Asset Card – Lines; T 5612 FA Depreciation Book)
Fixed Asset General Journal Line (Fixed Asset Journal Line), General Journal Line (Gen. Journal Line)
the Posting Group field. the content varies changes according to the Account Type
Payment Reconciliation Journal – Line
The the Posting Group field; . the content varies changes according to the Account Type
Cash Document Line
the Posting Group field. the content varies changes according to the Account Type
Employee Posting Group
General Journal Line (Gen. Journal Line)
the Posting Group field. the content varies changes according to the Account Type
Cash Document Line
the Posting Group field. the content varies changes according to the Account Type
Posting Groups in the Financing Area
Setting Up Posting Groups in
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a Financing Contract
Financing Contract Templates
On the The Financing Contract Template , sets up the default posting groups needed for calculating and posting the payment (e.g. principal, interest), calculation inputs and accruals of the payment accruals are set.
Financing Contracts
When a Financing Contract is createdestablished, the posting groups are added to the contract as follows:
After after filling in the Template No., the posting groups from the Financing Contract Template are transferred to the contract header
Subsequently, after entering the Customer No., the Posting Group Priority field is completed according to OneCore Setup:
Posting Groups Group Priority = "FromCustomer"
from the Customer Card overwritesoverrides the
General Business Posting Group
VAT Business Posting Group
Customer Posting Group
Posting Groups Priority = "From Customer if Empty" (FromCustomerIfEmpty)
From the Customer Card, he fills in the field that is currently empty on the contract (each field is evaluated separately):
General Business Posting Group
VAT Business Posting Group
Customer Posting Group
Subsequently, if in the OneCore Setup Settings () the VAT Bus. Post. Group from Customer field is set = Yes,
Overwrites or completes (if blankit is already empty) the VAT Business Posting Group from the Customer Card.
Other Customer-related Posting Groups related to the Customer (Prepayment Customer Posting Group, Customer Posting Group for Individual Invoice, Customer Posting Group for SP Selling Price IS) (Customer Posting Group Deposit, Ind. Inv. Customer Post. Group, Cust. Post. Group IS) do not change with the validation of the Customer No., i.e. the posting groups they remain on the Posting Group copied from the Financing Contract Template remain on the contract.
From the Financing Contract, the posting groups are filled into the lines of the payment calendars.
The use of posting groups in for invoicing is described in Fakturace prodej
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The Financing Contract can be accompanied by insurance based on the basis of an Insurance Contract, which can be included in the contract payment calendar or it can be invoiced separately out of from the payment on the basis of the Insurance Calendar out of Payment.
Insurance Framework Contracts
In both cases, the default posting groups for each insurance contract are set in the Insurance Framework Contract in the Ins. Frame Agreement Post. Group subtable.
Here, according to the Financing Type and Financing Product Type, the following insurance-related posting groups related to insurance are set up:
General Product Posting Group
VAT Product Posting Group
Insurance Contracts
After creating an Insurance Contract for a Financing Contract, the posting groups are populated.
From the Financing Contract header of the customer-related posting group:
General Business Posting Group
VAT Business Posting Group
From the Ins. Frame Agreement Post. Group Posting Group related to the insurance product
General Product Posting Group
VAT Product Posting Group
Insurance Client Payment Calendar
From the Insurance Contract, the posting groups are transferred to the Insurance Client Payment Calendar.
Setting Up Posting Groups in Contract Services
A Financing Contract of the type Operative Leasing or Fleet Management type, if it has the Financing with Services = Yes field, can have Contract Services defined that enter the payment calendar.
Service Types
The default posting groups for each service contract are set to Service Types. These are the posting groups:
General Product Posting Group
VAT Product Posting Group
Contract Services
After the creation of the Contract Services are createdto the Financing Contract, the posting groups are populatedgroup is filled.
From the Financing Contract header of the customer-related posting group:
General Business Posting Group
VAT Business Posting Group
From the Service Types of the posting group related to the service
General Product Posting Group
VAT Product Posting Group
Service Payment Line
From the Contract Services, the posting groups are transferred to the Service Payment Line (= payment calendars of individual services)
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