This report displays the real-time consolidated account balances of the business partners that are relevant to branch companies from across branch company databases, for example, business partners that have Global Business Partner selected on the Business Partner Master Data window.

Procedure

To run the report:

1. In the SAP Business One Main Menu, choose Business Partners → Business Partner Reports → Consolidated Balances by Business Partner.
   
2. Specify the selection criteria and choose OK. 
   

1. Type: Select the business partner type (Customer or Vendor) whose balances should be displayed.
   
2. Code: Select the business partner codes whose balances should be displayed. Leave this filter blank to display balances for all business partners.
   
3. View: Select how the balances should be displayed. The summary view sums up balances for each business partner across all branch companies. The detail view displays balances for each business partner in each company.
   

The Consolidated Balances by Business Partner window is displayed.

​

3. To display the business partner balances data, choose Refresh.
   

 Note

1. The user can export the report data to CSV using the Export to CSV button in all the intercompany reports. When Intercompany reports are exported in CSV format, the data is typically structured in a plain text file with values separated by commas.

This format is easy to read and process, making it suitable for sharing data between different systems or for further analysis.

1. The user can use the Copy to Clipboard button to paste the report data into different applications.