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SAP Transaction FTR_CREATE: A Step-by-Step Guide for SAP Users

SAP Transaction FTR_CREATE: A Step-by-Step Guide for SAP Users

Welcome to our tutorial on SAP transaction FTR_CREATE, a powerful transaction code used in SAP for creating financial transfer requests. In this tutorial, we will provide you with a detailed step-by-step guide on how to effectively use FTR_CREATE to manage financial transfers in your SAP system. Whether you are a young SAP consultant or an unexperienced SAP user, this tutorial will equip you with the necessary knowledge to navigate through FTR_CREATE with confidence and efficiency.

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

What is SAP Transaction FTR_CREATE?

SAP Transaction FTR_CREATE is a transaction code used in SAP for creating financial transfer requests. It allows users to initiate financial transfers between different accounts or business entities within an organization. With FTR_CREATE, you can easily manage and track financial transactions, ensuring accurate and efficient financial operations.

Step 1: Accessing SAP Transaction FTR_CREATE

To start using FTR_CREATE, 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 “General Ledger”.
  6. Next, choose “Document Entry” and click on “Financial Transfer Request” to access the FTR_CREATE transaction.

Step 2: Understanding FTR_CREATE Transaction Screen

Once you have accessed FTR_CREATE, you will encounter the FTR_CREATE transaction screen, which consists of various fields and tabs. Let’s explore each of them:

  • Header Data: This section contains the main fields for entering general information about the financial transfer request, such as document type, posting date, and document date.
  • Line Items: Here, you can enter the details of the financial transfer, such as the account numbers, amounts, and transaction text.
  • Document Overview: This tab provides an overview of the entire financial transfer request, including its header and line item details.
  • Attachments: In this tab, you can attach any supporting documents or files related to the financial transfer request.
  • Workflow: The workflow tab allows you to define the approval process for the financial transfer request, assigning appropriate approvers and defining the approval sequence.
  • Status: The status tab shows the current status of the financial transfer request, indicating whether it is saved, posted, or rejected.

Step 3: Creating a Financial Transfer Request with FTR_CREATE

To create a financial transfer request using FTR_CREATE, follow these steps:

  1. Start by filling in the necessary fields in the “Header Data” section:

    • Document Type: Select the appropriate document type for the financial transfer request.
    • Posting Date: Enter the date when the financial transfer request is being recorded.
    • Document Date: Enter the date of the actual financial transfer.
    • Reference Document: If applicable, provide a reference document for the financial transfer request.

  2. Move to the “Line Items” tab and enter the following details for each line item:

    • Account Number: Enter the account number for the financial transfer.
    • Amount: Specify the amount to be transferred.
    • Transaction Text: Provide a brief description of the financial transfer.

  3. Once you have entered all the necessary information, click on the “Save” button to save the financial transfer request.

Congratulations! You have successfully created a financial transfer request using SAP transaction FTR_CREATE.

Step 4: Exploring Additional Functionality

SAP transaction FTR_CREATE offers various additional functionalities to streamline your financial operations. Here are some notable features you can leverage:

  • Display Financial Transfer Requests: Use FTR_CREATE to display existing financial transfer requests by entering the document number and other relevant criteria. This allows you to review past transactions and track the movement of funds.
  • Change Financial Transfer Requests: FTR_CREATE also enables you to modify existing financial transfer requests. You can edit fields such as account numbers, amounts, or other relevant details. Simply enter the document number and make the necessary changes.
  • Approval Workflow: FTR_CREATE supports workflow functionality, allowing you to define and manage the approval process for financial transfer requests. You can assign appropriate approvers, define approval sequences, and track the progress of approvals.
  • Reporting and Analysis: With FTR_CREATE, you can generate various reports and perform analysis on financial transfer requests. This helps you gain insights into your organization’s financial transactions and make informed decisions.

Conclusion

In this tutorial, we have provided you with a comprehensive guide on using SAP transaction FTR_CREATE for creating financial transfer requests. We covered the basics of FTR_CREATE, explained how to create a financial transfer request, and explored additional functionalities. Remember, continuous learning and practice are key to becoming proficient in SAP.

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




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