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

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

Screen Flow

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 .

. Start the transaction using the menu path or transaction code. 7. SAP Easy Access 2. . 4. Click Click Click Click Click . . . 5. 3.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Procedure 1. File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 4 / 20 .

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. You can prepare a balance sheet and income statement for each company code. As required. in most cases is a legal entity. 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.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Change Document: Initial Screen 6. Several company codes can be set up to manage the accounts of independent companies simultaneously. Example: SC01 Company Code R File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 5 / 20 .

In most cases. Click to view the Document Header prior to the change being made. Example: 2008 If the document number is unknown. File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 6 / 20 . Click . the fiscal year corresponds to the calendar year. click on the document list option and select the document desired. 7. Change Document: Data Entry View 8.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Field Name Fiscal Year R/O/C R Description The fiscal period for which this transaction is relevant.

Any SAP-posted document number can be used as a "reference" when entering a new document.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Document Header: SC01 Company Code 9. not only for certain line items. that is. As required. either internal or external to SAP. Example: 1000000112 Reference R File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 7 / 20 . Example: REVENUE CORRECTION Allows for further clarification of an entry by reference to other sources of information.Header Text R/O/C R Description The document header text contains explanations or notes which apply to the document as a whole. complete/review the following fields: Field Name Doc.

File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 8 / 20 . Click .Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger 10.

Create documents 2. Click on the yellow box within the objects selection box to access the toolbar. View Attachment lists 3.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Change Document: Data Entry View 11. and access workflow. send to another user with a note attached. Accounting document SC0110000001402008 The icons represented (from left to right) are: 1. You have the option to create. attach. 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 . To add attachments or other additional items to the document click to access the accounting objects selection box. view relationships. add a private note.

Workflow 7. View objects 8. Click and Click to close the tool bar. Send objects with note 5. Display relationships 6. Change Document: Data Entry View 13. File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 10 / 20 . You will return to the previous screen. Help 12.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger 4. Click .

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 . 14. Click .

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger SAP Easy Access 15. Double-click . File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 12 / 20 .

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. Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 13 / 20 File name: INDEX Reference Number: DC020 . the fiscal year corresponds to the calendar year.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Change Line Items 16. 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. As required. Example: 2008 Element at the item level of a document with information on an item. This information is specific to the document type. In most cases. Example: 2 Fiscal Year R Line item R 17. Click .

Example: BPP TEST 1 19. complete/review the following fields: Field Name Text R/O/C R Description Description field for an entry. As required. Click You will return to the previous screen File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 14 / 20 .Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Change Line Items Line Item 002 18.

File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 15 / 20 .Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Change Line Items The system displays the changes that have been saved. 20. Click .

Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger SAP Easy Access 21. To display a history of changes use FB04. Double-click . File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 16 / 20 .

Example: 1000000140 The fiscal period for which this transaction is relevant.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Document Changes: Initial Screen 22. As required. the fiscal year corresponds to the calendar year. Click . the system automatically creates and assigns document numbers as each document is posted--manual assigning of document numbers is not possible. 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. Example: 2008 Fiscal Year R 23. In most cases. File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 17 / 20 .

File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 18 / 20 .Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Document Changes: Changed Fields 24. Click .

To see additional information. Details File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 19 / 20 .Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger Document Changes: Overview 25. Double-click . select the item you wish to review.

Comments Congratulations! File name: INDEX Reference Number: DC020 Version: Final Last Modified: 4/8/2008 6:34:00 PM Work Instruction Page 20 / 20 . 26. Result You have successfully made changes to documents. Click to close details. and viewed a history of the changes made. 28. You have completed this transaction. Document Changes : Overview 27.Title: FB02-FB09-FB-04 Change Document Category : Finance FI Process : FI GL General Ledger The user id is defaulted for auditing purposes. Click .

Sign up to vote on this title
UsefulNot useful