FB02 - GL Document Change
Functionality
Sometimes you need to change an already posted
document. Typical examples are fields like Text (a document description)
or Assignment. Of course you cannot change the line items amounts! For
this you need to post a reversal.
Scenario
Certain transactions, especially from logistics, lack
certain information. We need to add more information. You need to add more
information to the automatically created financial documents, e.g. Text
field, via document change.
Requirements
A posted document.
Menu
Path
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Accounting ®
Financial Accounting ® General Ledger ® Document ®
FB02 – Change
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Transaction
Code
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FB02
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Change Document: Initial Screen
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2. Update the following fields:
Field Name
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Field Description
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Values
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Document number
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Enter here a number of the document you want
to change
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Example: 150000002
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Company code
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Code identifying a separate legal entity for
which a separate set of accounts is maintained for external reporting
purposes
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Example: 5200
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Fiscal year
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Number of the fiscal year
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Example: 2002
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Tip: If you don't know the document number, click List button. The system will display a search
screen. Enter the required criteria and search for the document you want to
change.
3. Click Enter Button . The system will display a document
overview:
Change Document: Overview
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4. To change a line item, simply double
click on it:
Change Document: Line Item 001
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5. The fields you can change are displayed
in red. You can change the contents of the following fields:
Field Name
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Field Description
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Values
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Assignment
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The assignment number is an additional
information reference.
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Example: bank doc #
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Text
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Additional document description
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Example: you can add here
additional description
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6. On the same screen you can change also
some fields in the doc. header. Click Document
Header Button .
Document Header: 5200 Company Code
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7. Update the following fields:
Field Name
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Field Description
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Values
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Doc.header text
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Explanation or note that applies to the
document
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Example: add doc. header
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Reference
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Explanation or note that applies to the
document
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Example: and reference
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8. Click Enter Button to
confirm your entries.
9. Click Next Line Button to
switch to the next line item. Here you can also apply some changes:
Change Document: Line Item 002
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10. Update the following fields:
Field Name
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Field Description
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Values
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Assignment
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Note that applies to the document
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Example: another line
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11. Click Enter.
12. To store your changes in the document,
click Save .
13. The message bar displays “Changes have been
saved”.
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