Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 1 / 20
Work Instruction
FB02-FB09-FB-04 Change Document FB02- FB09-FB- 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 Financial Accounting General Ledger Document
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.
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 2 / 20
Screen Flow
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 3 / 20
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 4 / 20
Procedure
1. Start the transaction using the menu path or transaction code.
SAP Easy Access
2. Click .
3. Click .
4. Click .
5. Click .
7. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 5 / 20
Change Document: Initial Screen
6. As required, complete/review the following fields:
Field Name R/O/C Description
Document Number R The unique identification value assigned to a business eventas it is processed in SAP; the system automatically createsand assigns document numbers as each document isposted--manual assigning of document numbers is notpossible.Example: 1000000140
Company Code R Independent accounting unit; in most cases is a legal entity. You can prepare a balance sheet and income statement foreach company code. Several company codes can be set upto manage the accounts of independent companiessimultaneously.Example: SC01
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 6 / 20
Field Name R/O/C Description
Fiscal Year R The fiscal period for which this transaction is relevant. In mostcases, the fiscal year corresponds to the calendar year.Example: 2008
If the document number is unknown, click on the document list option and select thedocument desired.
7. Click .
Change Document: Data Entry View
8. Click to view the Document Header prior to the change being made.
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 7 / 20
Document Header: SC01 Company Code
9. As required, complete/review the following fields:
Field Name R/O/C Description
Doc.Header Text R The document header text contains explanations or noteswhich apply to the document as a whole, that is, not only forcertain line items.Example: REVENUE CORRECTION
Reference R Allows for further clarification of an entry by reference to othersources of information, either internal or external to SAP. AnySAP-posted document number can be used as a "reference"when entering a new document.Example: 1000000112
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 8 / 20
10. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 9 / 20
Change Document: Data Entry View
11. To add attachments or other additional items to the document click to access theaccounting 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 onthe 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
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 10 / 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.
Change Document: Data Entry View
13. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 11 / 20
Change Document: Initial Screen
The system displays changes have been saved.
14. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 12 / 20
SAP Easy Access
15. Double-click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 13 / 20
Change Line Items
16. As required, complete/review the following fields:
Field Name R/O/C Description
Document Number R The unique identification value assigned to a business eventas it is processed in SAP; the system automatically createsand assigns document numbers as each document isposted--manual assigning of document numbers is notpossible.Example: 1000000140
Fiscal Year R The fiscal period for which this transaction is relevant. In mostcases, the fiscal year corresponds to the calendar year.Example: 2008
Line item R Element at the item level of a document with information onan item. This information is specific to the document type.Example: 2
17. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 14 / 20
Change Line Items Line Item 002
18. As required, complete/review the following fields:
Field Name R/O/C Description
Text R Description field for an entry.Example: BPP TEST 1
19. Click You will return to the previous screen
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 15 / 20
Change Line Items
The system displays the changes that have been saved.
20. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 16 / 20
SAP Easy Access
21. To display a history of changes use FB04. Double-click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 17 / 20
Document Changes: Initial Screen
22. As required, complete/review the following fields:
Field Name R/O/C Description
Document Number R The unique identification value assigned to a business eventas it is processed in SAP; the system automatically createsand assigns document numbers as each document isposted--manual assigning of document numbers is notpossible.Example: 1000000140
Fiscal Year R The fiscal period for which this transaction is relevant. In mostcases, the fiscal year corresponds to the calendar year.Example: 2008
23. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 18 / 20
Document Changes: Changed Fields
24. Click .
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 19 / 20
Document Changes: Overview
25. To see additional information, select the item you wish to review. Double-click .
Details
Title: FB02-FB09-FB-04 Change DocumentCategory : Finance FIProcess : FI GL General Ledger
File name: INDEXReference Number: DC020
Version: FinalLast Modified: 4/8/2008 6:34:00 PM
Work InstructionPage 20 / 20
The user id is defaulted for auditing purposes.
26. Click to close details.
Document Changes : Overview
27. Click .
28. You have completed this transaction.
Result
You have successfully made changes to documents, and viewed a history of the changesmade.
Comments
Congratulations!
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