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SAP Transaction FBD1: A Comprehensive Guide for SAP Users

SAP Transaction FBD1: A Comprehensive Guide for SAP Users

Welcome to our tutorial on SAP transaction FBD1, an essential transaction code used in SAP Finance (FI) module. In this tutorial, we will provide you with a step-by-step guide on how to effectively utilize FBD1 for creating recurring documents in your SAP system. Whether you are a novice SAP user or an experienced consultant looking for a refresher, this tutorial will equip you with the necessary knowledge to navigate through FBD1 seamlessly.

Before we dive into the details, we’d like to introduce you to a valuable resource that can enhance your SAP FI skills and help you become an expert in the field. Check out the SAP FI online video training offered by our expert SAP FI consultant, available at roadtoexpert.com. This comprehensive training program will provide you with in-depth knowledge and practical insights to boost your proficiency in SAP FI and accelerate your career growth.

Now, let’s begin our tutorial on using SAP transaction FBD1.

What is SAP Transaction FBD1?

SAP Transaction FBD1 (Enter Recurring Document) is a transaction code used in SAP FI to create recurring documents. Recurring documents are used to automate the creation of repetitive financial transactions, such as rent payments, monthly utility bills, or loan repayments. With FBD1, you can define the parameters of the recurring document, such as the posting frequency, start and end dates, and the accounts involved. This streamlines the process of creating and posting recurring financial transactions, saving time and ensuring accuracy.

Step 1: Accessing SAP Transaction FBD1

To start using FBD1, follow these steps:

  1. Log in to your SAP system using your user ID and password.
  2. Launch the SAP Easy Access Menu.
  3. Navigate to the “Accounting” folder and expand it.
  4. Locate and click on the “Financial Accounting” folder.
  5. From the sub-menu, select “Financial Accounting Global Settings.”
  6. Next, choose “Recurring Document” and click on “Enter Recurring Document” to proceed to the FBD1 transaction.

Step 2: Creating a Recurring Document with FBD1

Once you have accessed FBD1, you can proceed to create a recurring document. Follow these steps:

  1. In the “Company Code” field, enter the code of the company for which you want to create the recurring document.
  2. Enter a unique “Recurring Document Number” to identify the document.
  3. Specify the “Document Type” based on the nature of the transaction. For example, you can use the standard document types provided by SAP, such as “SA” for general ledger postings or “KP” for vendor invoices.
  4. Enter the “Posting Date” and “Document Date” for the recurring document.
  5. In the “Frequency” field, select the posting frequency for the recurring document, such as “Monthly” or “Quarterly.”
  6. Specify the “Start Date” and “End Date” for the recurring document.
  7. Enter the “Amount” and “Currency” for the transaction.
  8. In the “G/L Account” field, enter the general ledger account to be debited or credited.
  9. Click on the “+” button to add additional line items if needed.
  10. Once you have entered all the necessary information, click on the “Save” button to create the recurring document.

Congratulations! You have successfully created a recurring document using SAP transaction FBD1.

Step 3: Managing Recurring Documents with FBD1

After creating a recurring document, you can manage and monitor it using FBD1. Here are some key functionalities:

  • Change Recurring Document: Use FBD1 to modify an existing recurring document. You can edit fields such as posting frequency, start and end dates, or account details. Simply enter the recurring document number and make the necessary changes.
  • Display Recurring Document: FBD1 allows you to display the details of an existing recurring document by entering the document number. This enables you to review the parameters and line items of the recurring document.
  • Delete Recurring Document: If you no longer need a recurring document, you can delete it using FBD1. Enter the document number and confirm the deletion to remove the recurring document from your system.
  • Generate Recurring Documents: FBD1 provides a functionality to generate recurring documents automatically based on the defined parameters. This eliminates the need for manual creation and posting of recurring transactions, saving time and reducing errors.


In this tutorial, we have provided you with a comprehensive guide on using SAP transaction FBD1 in the SAP FI module. We covered the basics of FBD1, explained how to create recurring documents, and explored additional functionalities. Remember, continuous learning and practice are key to becoming proficient in SAP FI.

To further enhance your skills in SAP FI, we highly recommend our SAP FI online video training, designed by our expert SAP FI consultant. This training program offers comprehensive modules and hands-on exercises to help you become an SAP FI expert. Visit roadtoexpert.com to learn more and take your SAP FI skills to new heights.

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