Documenting Journal Entries is always a challenge, especially if you want to make the documentation accessible to people who aren’t down the hall from the filing cabinet. Well, SAP has a solution! You can attach Excel, Word, PDF, and other document types to SAP journal entries. You can even add attachments AFTER you’ve posted the entry.
Attaching documents to JE’s – Here’s How:
- Create entry in FB50: Start by creating your journal entry in FB50 (or your favorite je t-code: f-02, f-30, etc). It’s all normal up to this point, and you should have something like this:
- Post or park your entry: At this point, you can either post or park your entry. I’ll go ahead and post mine. (If you’re parking yours, use FBV2 to change your parked document and FBV0 to post it. You can add the attachment either after parking or posting.)
- View posted document in FB03 (parked document in FBV2): In FB03 or FBV2, Double-click the document in the document list to view the document.
- Optional – Double click document line item to attach at line level: You can attach at either the document level (step 3 above) or line item level…double click line item to drill in.
- Click Services for Object button >> Create attachment: In either the document overview or the line item display, click the Services for Object button and select Create >> Create attachment.
- Select your document from your local drive: Clicking the Services for Object button or System >> Services for Object, and then Create attachment will bring up the screen that allows you to browse for and select your attachment. Once you’ve selected it, clicking Open will upload the file and attach it to the journal entry. (If you’re working from a parked document, you’ll need to post it using FBV0 when you’re ready.) You can repeat the process to upload multiple attachments as needed.
Viewing Attachment in SAP Journal Entry Documents
At this point, you can view your attachment(s) at anytime by using FB03. Once you’ve selected your document, you can use the Services for Object button >> Attachment List to view the attachment list, or from the menu bar, you can click System >> Services for Object, and select the Attachment list button from the little tool bar that pops up (see screenshot).
That’s it! A no sweat way to attach documents to your JE’s.