You can copy chart of account if you do not want it to be created on your own or a similar chart of account already exist in the system.
You can include a COA into a transport request while copying it. If you are creating it manually then you need to include it separately to a transport request by using transaction code OBY9.
Copy Chart of Accounts (COA)
To copy COA you can use transaction code OBY7 or below path;
SPRO > Financial Accounting > General Ledger Accounting > GL Accounts > Master Data > GL Accounts creation and processing > Alternative method > Copy GL Accounts > Copy Chart of Accounts
Check the relevant fields you want to copy i.e.
- A/cs in COA
- Financial Statement version
- A/c determination for;
Then enter the relevant COA that you want to create by copying an existing one. With a reference COA you can copy the whole COA from an existing COA. Suppose you want to copy COA “AAAA” with reference to “CAAU: COAs – Australia” then you need to enter “AAAA” in the field “Chart of accounts” and a description to it in the fields “COAs name”. In the reference field below for field “Chart of accounts” you need to enter “CAAU”
Press enter. You will be displayed with a proposed list of gl A/cs that it is about to copy. To copy you need to press F7 or click on “copy chart of accounts” button. Or you can select this option from the drop down available on the top.
After this system will be asking you to enter the transport request. Enter a request and press enter. If copy is successful then you will receive a message stating that “completed successfully”
If you already have an existing COA then you cannot copy to it by using another COA as reference. The COA you want to create by using transaction code OBY7 should not have been created in SAP.
How to transport COA
COA does not record a transport request automatically. If you have created your own COAs then that will not be included in transport request automatically. So you need to transport it separately by using any of the following technique.
To transport COA you need to use transaction code OBY9 or use following path;
SPRO > IMG> Financial Accounting > General Ledger Accounting > GL Accounts > Master Data > Transport Chart of Accounts
After entering the transaction code or by using the above path, you will be asked to enter a transport request for transporting the COA. If you have an existing transport request then enter that here or to create a transport request click on create request button or press F8. Press enter.
Then it will ask you to enter COA that you want to copy. Enter it here or take a drop down by pressing F4 to find your COA.
In the next screen you will have a selection parameter to select areas for transporting. You will have following options to select;
- A/c in COA
- A/c name in all languages
- A/c determination for;
Select the appropriate fields to copy your COA.
Click on Save to save the transport.
Now you can copy the transport to copy your COA or you can transport it from one box to other.