Template type (SAP Business One)

The term Template type in SAP Business One refers to the classification of transaction or. booking templates, which determines how a specific template is applied and processed in the system.

The template type is mainly used in the Financial Accounting module when entering journal entries. Users first select a template type before creating a journal entry. This allows them to control which type of template - for example, periodic, permanent or recurring - is used. In particular, the template type serves as the basis for selecting a Account assignment model via the „Template“ field, so that similar business transactions are posted uniformly.

A frequently used template type is Percentage. If this type is selected, the system automatically assigns G/L accounts, tax codes and percentages that are stored in the account assignment template to the journal entry lines. This allows, for example, expense postings such as entertainment expenses to be divided into tax-deductible and non-deductible portions according to fixed percentage specifications. In addition, users can journal entries without a fixed execution time the template type Recurring select. As a result, the defined template is always available when required and can be executed flexibly.

In the area Recurring Transactions or recurring entries describes the template type - often described there as Type or Occupancy type is not the account assignment logic of a journal entry, but the type of sales document that is to be created automatically on a periodic basis. This includes, for example, outgoing invoices, deliveries, returns and various types of down payment and reservation invoices. While the template category primarily controls the account assignment pattern and distribution (e.g. via percentage rates) for journal entries, it defines the account assignment pattern and distribution for recurring entries. Transactions determines the document type to be created. The precise selection of the template type in both areas of application therefore helps to organise processes efficiently and ensure the consistency of posted transactions and documents.