How to Create Posting Periods in SAP Business One Web Client

As the year-end approaches, it’s time to prepare your SAP Business One system for the new fiscal year. Creating 2026 posting periods ensures smooth transaction processing starting January. In this guide, you’ll learn step-by-step how to create posting periods in SAP Business One, including instructions for both the classic desktop client and the Web Client interface.

Why Creating 2026 Posting Periods Matters

Posting periods define the fiscal structure of your company in SAP Business One. Without them, you cannot record transactions for the new year. Setting them up correctly avoids delays and ensures compliance with accounting standards.

Before You Begin

• This process is NON-REVERSIBLE. If you’re unsure, contact our team—we’ll gladly assist you. Email us to schedule a session with one of our consultants.
• Check if 2026 periods already exist. Navigate to
  Administration > System Initialization > Posting Periods
  and confirm you only have periods through 12/2025.
• Fiscal year start date: It must be the first day of a month.

Step-by-Step Guide: Create 2026 Posting Periods in SAP Business One (Desktop or Classic Client)

Step 1: Test First

Rehearse the process in a test copy of your production database to avoid surprises.

Step 2: Navigate to Posting Periods

Go to:
Administration > System Initialization > Posting Periods

Step 3: Configure 'Due Date To'

Set the Due Date to December 31, 2027.
Why? This allows posting documents late in 2026 with due dates in 2027.

Step 4: Enable Automatic Update of Period Status

Set previous periods to Closing Period X days after the new period starts.

Step 5: Click “New Period”

Step 6: Enter Period Code and Name

Example: Code = 2026, Name = 2026.

Step 7: Select Months as Subperiods

Number of periods = 12.

Step 8: Confirm Due Date To

Ensure it’s set to December 31, 2027. Click Add.

Step 9: Rename Periods (Optional)

Change names like 2026-01 to 2026-Jan for clarity, especially if your fiscal year differs from the calendar year.

You’re all set!

How to Create 2026 Posting Periods in SAP Business One Web Client

If you’re using the Web Client, please try this process on a test Database first. Here are the steps to create your new Posting Periods in SAP Business One using the Web Client.

1. Log in to SAP Business One Web Client.

1. Go to Administration> Configuration> General > Posting Periods> Posting Periods Definition. Check if 2026 periods already exist by scrolling down.
2. Click Create.

1. Enter Fiscal Year Code (e.g., 2026) and Name.
2. Choose Months as subperiods (12 periods).
3. Set Start Date = January 1, 2026.

1. Set Due Date To = December 31, 2027.
2. Review and confirm settings.
3. Click Save.

10. To rename periods (optional), go to Posting Periods Definition again, locate your recently created 2026 Posting Periods.

11. Locate a specific month period, and click on the ‘>’ arrow at the right end of its row.

12. Click Edit on the next screen to rename your Period

13. Rename your Period (in the image we changed it to “2026-Jan”) and click Update to confirm the change.

14. If you want to rename all your periods you must repeat steps 11-13 for each one.

Need Help?

Consensus customers: Contact us for assistance with 2026 posting periods in SAP Business One Web Client or other year-end tasks like Fixed Assets, 1099, or Year-End Closing. Our consultants are ready to guide you!