Tasks to be completed when documenting an SAP Transaction, Report or Message code.

1. Title of the page = SAP Transaction code, SAP Report or SAP Message

2. Add the following Labels, respectively:

    • SAP Transaction => "sap_transaction", Transaction code "xxxx"

    • SAP Report => "sap_report"

    • SAP Message => "sap_msg"

3. On the left section, describe the steps. On the right section, insert respective print screens and additional guidelines, if needed (e.g. Main selections of the transaction...)

STEP 1

Use transaction code: 


KE21N - Manual Posting in COPA: Initial Screen





By rule, we should not post a document directly in COPA without making an analysis first, because posting only in COPA will cause FI/COPA differences. Everytime it's really necessary to post in COPA, and it's not coming from a reclassification (topic mentioned above), we need also to make sure to fill all necessary information in the 1st tab, namely the PC, material and plant.




In case you know the specific document to correct, go to KE24 and find the respective document:


Each line is 1 document. In order to see the amounts it's necessary to add the necessary value fields (by column):


You can select layout "ALLVLFIELDS" which includes already all value fields and relevant information, but note that if you do it the transaction will take some time to run, as it will display lots of columns. On the other hand, if you already know which are the value fields or additional details that you are searching for, it's better not to use this layout, and manually add the necessary columns.



STEP 2


Go to KE21N and set Record Type Z and your document as reference (if available; if not, please fill the much details as possible):


Change what you want to change in the first 2 tabs:


Go to the 3rd tab and fill the CE and Order/WBS/etc (which you can also find in the original document, but it's not filled automatically when you use the reference doc) - Very Important to have the correct data in BW: