on 07-09-2020 1:41 PM
I am using transaction F-90 to post both an invoice and a credit note against a fixed asset where a vendor exists. However, during the credit note we need to remember to change the document type and the posting key so I wondered if there is a different transaction to perform the credit note function (A bit like FB60 for invoice and FB65 for credit note)
Hi clairepi
as an addition to what sanil.bhandari wrote - there is also a standard way to change the default document type in each F-* transaction.
The control of document type and posting key is maintained via OBU1 transaction where you can assign the defaults:
Once you change the settings there system will propose your new defaults in selected company code.
Regards,
Marek Turczyński
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Hello clairepi
There are couple of ways:
1) You can create a transaction variant using SHD0 for F-91. The below blog can be useful to you for creating transaction variant.
https://blogs.sap.com/2013/03/26/learning-shd0-with-example/
You can assign a Z Transaction for the transaction variant and assign to authorization roles. Here you can provide specific values of posting key and doc type
2) Since posting key is the key crieterion by which system determines what kind of account the system is making a posting to eg, vendor, asset etc
You can ask the user to at least enter the posting key and based on combination of posting key and company code, write a simple substitution rule to populate the document type automatically.
Hope this helps
Thanks & Regards,
Sanil Bhandari
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Hi Claire - according to this thread, consider using F-91 for a credit note: https://answers.sap.com/questions/10342374/use-of-f-91-in-asset-accounting.html
", F-91 can be used e.g. for a capitalization of a fixed asset from an open-item balance sheet account, or to book a credit note with a direct reference (clearing) against a still-unpaid invoice."
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Hi Tammy
Thank you for your response.
I have seen this transaction but still have the same issue with remembering to change the document type and posting key and this is what my user is worried about forgetting to do. So was wondering if there is a specific transaction just for asset credit notes against vendors
Many thanks
Claire
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