Item Posting Profiles

Item Posting Profiles define which financial posting codes are used for item revenue, cost, purchases, consumption, and adjustments.

Concepts

Inventory explains financial items, categories, posting profiles, and valuation.
Financial Document Processing explains how document lines become postings.
Organizations and Companies explains company inheritance.

Viewing profiles

The list shows profile code, name, description, status, and whether postings exist. Search by visible text and filter by status. Click a row for detail; select rows for status, deletion, or export actions.

In use

A profile is in use when an item refers to it or postings have used it. In-use profiles cannot be deleted and should not be deactivated while active items depend on them.

Create a new 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. Assign the enabled revenue, COGS, purchase expense, and consumption accounts, plus any adjustment accounts required.

Make changes

Open the profile, update its descriptive fields, permitted operations, or posting mappings, then save. Disabling an operation clears its related account selection. Changes affect later documents; they do not rewrite historical entries.

Change status

Use Activate or Deactivate for selected unused profiles. Deactivation prevents new use while retaining history.

Delete

Delete only an unused profile with no postings or item references. Deletion is permanent.