Item Posting Profiles

Item Posting Profiles determines which posting codes the selected company's items use for financial movements.

Concepts

Inventory explains item posting and weighted-average valuation.
Financial Document Processing explains how item document lines post.
Organizations and Companies explains company settings.

Viewing item posting profiles

The list shows profile code, name, description, status, and posting state. Search and status filters narrow the list. Open a profile for its revenue, COGS, purchase expense, consumption, and adjustment mappings.

In use

A profile is in use when an item or posting refers to it. Used profiles must remain available to explain how item activity was posted.

Create a new item posting profile

Select Add Item Posting Profile. Enter a stable code, name, and description. Under Permitted Operations, choose whether items using the profile may be sold, purchased, or consumed, then assign the enabled posting accounts.

Make changes

Open the profile and update its permitted operations or account mappings. Disabling an operation clears its related account selection. A changed mapping applies to later documents; it does not move historical postings.

Change status

Deactivate only a profile no active item requires. Reactivate it to make it selectable again.

Delete

Delete only a profile with no item references or postings.