Hierarchy
BBPCRM (Software Component) BBPCRM⤷
CRM-MD-BP (Application Component) Business Partners⤷
FB0C (Package) Financial Accounting customers
IMG Activity
| ID | SIMG_CFMENUORFBOBA7 | Define Document Types |
| Transaction Code | S_ALR_87003947 | IMG Activity: SIMG_CFMENUORFBOBA7 |
| Created on | 19981222 | |
| Customizing Attributes | SIMG_CFMENUORFBOBA7 | Define Document Types |
| Customizing Activity | SIMG_CFMENUORFBOBA7 | Define Document Types |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | SIMG_CFMENUORFBOBA7 |
In this activity you create document types for customer, vendor and general ledger business transactions in Financial Accounting. Document types differentiate business transactions and control document filing.
You specify a number range for each document type. Document numbers are chosen from this number range. You can use one number range for several document types.
Document types are valid for all clients. You specify a number range key for each document type. You create the desired number range intervals for each number range key based on the company code. This means that you can specify intervals of different sizes for the same number range.
Example
You defined a document type for incoming invoices. In company code 0001 there are a lot of invoices to be posted. Thus you create a large number interval for the number range in this company code. In another company code there are only a few incoming invoices that need to be posted. For this company code you can define a small number interval for the same number range.
If a document type is not used in a company code, do not store a number interval for that company code.
Note
To use the net method of posting documents, you need a net document type (for example, KN). In this document type, you have to set the "Net document type" indicator found under the "Control" area. You can define a common document type (for example, AB) and a common number range for clearing open items in accounts receivable, payable and G/L acccounts.
For automatic posting transactions (for example, transfer postings with clearing), you have to define a clearing document type (for example, AB). If you do not want to use the standard setting AB for the clearing document type, you can delete it and define your own. Under the document type properties, you can assign an individual reverse document type to each document type. For document types with external number ranges, you have to define an individual reverse document type because the system can make automatic reverse entries only in document types that have internal number assignment.
Standard settings
The preset document types cover business transactions
- in Financial Accounting for:
- General ledger accounting
- Accounts receivable
- Accounts payable
- Asset accounting
- Consolidation
- in Materials Management and Sales and Distribution for:
- Goods receipt and issue
- Incoming and outgoing invoices
- Physical inventory (stocktaking)
- Invoicing
Activities
- Find out whether you can use the standard settings.
- Change or extend the default settings, if necessary.
- Check the specified document number ranges via the "Define document number ranges" activity if you use the standard document types.
These number ranges must be created for your company codes and contain the number intervals you require.
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 1 | Critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | SIMG_CFMENUORFBOBA7 | 0 | HLA0006520 O HLA0006511 O HLA0006500 |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| V_T003 | V - View | OBA7 | 1 | Define Document Types |
History
| Last changed by/on | SAP | 20040114 |
| SAP Release Created in |
