SAP makes it easy to create and post a Journal Entry that you can base off of a previously posted document. If you don’t need to set up a full blown Recurring Entry(or you don’t have access to FBD1 – Recurring document), you can easily copy a previously posted document in FB50. SAP gives you several options for what info you’re going to use from the previous document including:
- Generate reverse posting – will flip the signs on all the lines of the old document
- Enter G/L account items
- Do not propose amounts – gives you just the accounts…no amounts
- Recalculate days and percentages – recalculates the payment terms instead of using the payment terms as calculated on the original document…probably want to do this if you’re posting a new invoice…maybe not if you’re reposting an old one
- Display line items – using this will make you go through each line item instead of copying them all in at once (actually just 100 lines at a time)
- Copy texts – will copy long text as well
- Transfer functional areas
How to do it:
- In FB03 or where ever, copy the original document # you’re wanting to copy
- Go to FB50
- In very top menu bar, Goto/Post with reference or Shift-F9
- Paste or type your document number into the Document number field
- Enter your Company code for the Original posting
- Enter Fiscal year for Original posting (this is because some companies use FY dependent document numbering)
- Select any of the options from the Flow control check boxes…usually don’t need to select any if you’re just doing a simple copy of the old doc
- Hit enter…this takes you to an F-02 entry screen with some document header info
- Keep hitting enter (or making adjustments if you selected Display line items) until all rows are copied
- You can make any changes as necessary, just like in F-02
- Make sure you’ve got the right posting date and FY
- Click save to post
Very useful, particularly if you get yourself into an error loop of post-reverse-post-reverse.
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