SAP Financials Forum – Blog – „Display Document Flow“ SAP Fiori App: cross-module overview of business transactions

„Display Document Flow“ SAP Fiori app: cross-module

overview of business transactions

Procurement and sales processes work with cross-module business

processes and thus have touch points across several departments of an
organization, e.g. logistics, accounting, etc.
Let’s take the procurement process or procure-to-pay as an example. It
consists of several stages, such as purchase order, goods receipt, invoice
receipt, payment, etc. All these stages are well-represented in the SAP
system. According to the document principle, each step of this process
generates a document, e.g. a material document during the goods receipt
stage. Some stages of the process create only logistics documents, like a
purchase order, and in some other stages both accounting and logistics
documents are generated in parallel, e.g. during the goods receipt stage.
Furthermore, there are stages that only create accounting documents, e.g.
payment via the payment program. This process chain leads to an extensive
and complex document flow that needs to be represented in a clear and
simple overview. The SAP Fiori app “Display Document Flow” does that job
for us.
Let’s imagine that an accounts payable clerk would like to see the document
history to one specific invoice. To do this, he/she will probably navigate to
the relevant document in the app “Manage Supplier Line Items” and then
jump directly to the app “Display Document Flow”. He/she clicks on the
invoice number from the list and navigates further.

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SAP Financials Forum – Blog – „Display Document Flow“ SAP Fiori App: cross-module overview of business transactions

The system captures the data from the selected document and displays all
associated documents in this particular procurement process.

You can see that our invoice is connected to a purchase order and a goods
receipt. You can also see that the invoice has already been paid.
There are three screen areas in the “Display Document Flow” app. In the
uppermost screen area (filter area) you can apply filtering based on certain
document types and/or enter the corresponding document number. After
that, all necessary documents will be displayed. In our case, we have made a
selection based on the financial accounting invoice number. Alternatively,
you can display your document flow based on any document number by
selecting the selection criteria “all document types”. The system will
recognize the connections and display the correct document flow.

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SAP Financials Forum – Blog – „Display Document Flow“ SAP Fiori App: cross-module overview of business transactions

In the screen area “Operational Document Flow” you can see the logistics
documents, and in the area “G/L Document Flow” – the ones from
accounting.
Without jumping to individual documents, you can already see a lot of
information on every single posted document from the “Display Document
Flow” app, for example the amounts posted. However, if you want to take a
closer look, you can open any individual document any time. To do that, click
on the “paper sheet” symbol next to the necessary document to jump to
other apps, such as “Manage Journal Entries”.

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SAP Financials Forum – Blog – „Display Document Flow“ SAP Fiori App: cross-module overview of business transactions

If you select a certain document and, if there were any other documents
automatically generated in parallel, those documents will be selected as well.
For example, if the goods receipt document is selected, the corresponding
accounting material document will be selected as well, since it was
automatically generated in parallel with the goods receipt.

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SAP Financials Forum – Blog – „Display Document Flow“ SAP Fiori App: cross-module overview of business transactions

In that way you can understand and recognize the connections between
different departments within your company.
Furthermore, it is possible to jump to the T-account view from the “G/L
Document Flow” screen area.

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SAP Financials Forum – Blog – „Display Document Flow“ SAP Fiori App: cross-module overview of business transactions

The “Display Document Flow” app can be easily added to you SAP Fiori
Launchpad menu.

On the other hand, you can also navigate to this app from other apps, such
as “Manage Journal Entries”, “Display Line Items in General Ledger”,
“Manage Supplier Line Items” or “Manage Customer Line Items”.

With the “Display Document Flow” app, every accountant can benefit from
transparency and traceability of the information. The app is clear, user-
friendly, and very easy to use. Just give it a try.