sap fb04 display change document

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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 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.

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Page 1: SAP FB04 Display Change Document

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.

Page 2: SAP FB04 Display Change Document

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

Page 3: SAP FB04 Display Change Document

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

Page 4: SAP FB04 Display Change Document

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 .

Page 5: SAP FB04 Display Change Document

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

Page 6: SAP FB04 Display Change Document

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.

Page 7: SAP FB04 Display Change Document

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

Page 8: SAP FB04 Display Change Document

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 .

Page 9: SAP FB04 Display Change Document

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

Page 10: SAP FB04 Display Change Document

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 .

Page 11: SAP FB04 Display Change Document

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 .

Page 12: SAP FB04 Display Change Document

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 .

Page 13: SAP FB04 Display Change Document

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 .

Page 14: SAP FB04 Display Change Document

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

Page 15: SAP FB04 Display Change Document

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 .

Page 16: SAP FB04 Display Change Document

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 .

Page 17: SAP FB04 Display Change Document

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 .

Page 18: SAP FB04 Display Change Document

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 .

Page 19: SAP FB04 Display Change Document

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

Page 20: SAP FB04 Display Change Document

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!