SAP FB04 Display Change Document

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger
Work Instruction FB02-FB09-FB-04 Change Document FB02- FB09FB- 04
Purpose Use this procedure to change or add attachments to a posted document. Trigger Perform this procedure when the need arises to change fields on a posted document. Prerequisites
Security access to transactions Document must be posted
Menu Path Use the following menu path(s) to begin this transaction: Select Accounting FB02-Change. Transaction Code FB02-FB09-FB-04 Helpful Hints The fields allowed to be changed are white. Fields not allowed to be changed are shaded blue. Financial Accounting General Ledger Document
File name: INDEX Reference Number: DC020
Version: Final Last Modified: 4/8/2008 6:34:00 PM
Work Instruction Page 1 / 20
Screen Flow
Procedure
1.
Start the transaction using the menu path or transaction code.
SAP Easy Access 2. 3. 4. 5. 7.

Click Click Click Click Click . . . . .
Change Document: Initial Screen
6.
As required, complete/review the following fields: Field Name Document Number R/O/C R Description The unique identification value assigned to a business event as it is processed in SAP; the system automatically creates and assigns document numbers as each document is posted--manual assigning of document numbers is not possible. Example: 1000000140 Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement for each company code. Several company codes can be set up to manage the accounts of independent companies simultaneously. Example: SC01
Company Code
Field Name Fiscal Year
R/O/C R
Description The fiscal period for which this transaction is relevant. In most cases, the fiscal year corresponds to the calendar year. Example: 2008
If the document number is unknown, click on the document list option and select the document desired.
7.
Click
Change Document: Data Entry View
8.
Click
to view the Document Header prior to the change being made.
Document Header: SC01 Company Code
9.
As required, complete/review the following fields: Field Name Doc.Header Text R/O/C R Description The document header text contains explanations or notes which apply to the document as a whole, that is, not only for certain line items. Example: REVENUE CORRECTION Allows for further clarification of an entry by reference to other sources of information, either internal or external to SAP. Any SAP-posted document number can be used as a "reference" when entering a new document. Example: 1000000112
Reference
10.
Click
11.
To add attachments or other additional items to the document click to access the accounting objects selection box. You have the option to create; attach; add a private note; send to another user with a note attached; view relationships; and access workflow. Click on the yellow box within the objects selection box to access the toolbar.
Accounting document SC0110000001402008
The icons represented (from left to right) are: 1. Create documents 2. View Attachment lists 3. Attach private notes
File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 9 / 20
4. Send objects with note 5. Display relationships 6. Workflow 7. View objects 8. Help
12.
Click
and Click
to close the tool bar. You will return to the previous screen.
13.
Click
Change Document: Initial Screen
The system displays changes have been saved.
14.
Click
SAP Easy Access
15.
Double-click
Change Line Items
16.
As required, complete/review the following fields: Field Name Document Number R/O/C R Description The unique identification value assigned to a business event as it is processed in SAP; the system automatically creates and assigns document numbers as each document is posted--manual assigning of document numbers is not possible. Example: 1000000140 The fiscal period for which this transaction is relevant. In most cases, the fiscal year corresponds to the calendar year. Example: 2008 Element at the item level of a document with information on an item. This information is specific to the document type. Example: 2
Fiscal Year
Line item
17.
Click
.
Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 13 / 20
Change Line Items Line Item 002
18.
As required, complete/review the following fields: Field Name Text R/O/C R Description Description field for an entry. Example: BPP TEST 1
19.
Click
You will return to the previous screen
Change Line Items
The system displays the changes that have been saved.
20.
Click
SAP Easy Access
21.
To display a history of changes use FB04. Double-click
Document Changes: Initial Screen
22.
As required, complete/review the following fields: Field Name Document Number R/O/C R Description The unique identification value assigned to a business event as it is processed in SAP; the system automatically creates and assigns document numbers as each document is posted--manual assigning of document numbers is not possible. Example: 1000000140 The fiscal period for which this transaction is relevant. In most cases, the fiscal year corresponds to the calendar year. Example: 2008
Fiscal Year
23.
Click
Document Changes: Changed Fields
24.
Click
Document Changes: Overview
25.
To see additional information, select the item you wish to review. Double-click
Details
The user id is defaulted for auditing purposes.
26.
Click
to close details.
Document Changes : Overview
27. 28.
Click
You have completed this transaction.
Result You have successfully made changes to documents, and viewed a history of the changes made. Comments Congratulations!

SAP FB04 Display Change Document

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Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Work Instruction FB02-FB09-FB-04 Change Document FB02- FB09FB- 04

Security access to transactions Document must be posted

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 1 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 2 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 3 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Start the transaction using the menu path or transaction code.

SAP Easy Access 2. 3. 4. 5. 7.

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 4 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Change Document: Initial Screen

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 5 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Field Name Fiscal Year

Change Document: Data Entry View

to view the Document Header prior to the change being made.

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 6 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Document Header: SC01 Company Code

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 7 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 8 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Change Document: Data Entry View

Accounting document SC0110000001402008

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Change Document: Data Entry View

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 10 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Change Document: Initial Screen

The system displays changes have been saved.

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 11 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

SAP Easy Access

File name: INDEX Reference Number: DC020

Version: Final Last Modified: 4/8/2008 6:34:00 PM

Work Instruction Page 12 / 20

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger

Change Line Items

File name: INDEX Reference Number: DC020

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger