SAP Transaction FTR_EDIT: A Step-by-Step Tutorial for SAP Users

Welcome to our tutorial on SAP transaction FTR_EDIT, a powerful transaction code used in SAP for financial document processing. In this tutorial, we will guide you through the process of using FTR_EDIT to create, change, and display financial documents in your SAP system. Whether you are a beginner SAP user or an experienced consultant looking for a refresher, this tutorial will provide you with detailed instructions and examples to help you navigate FTR_EDIT effectively.

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

What is SAP Transaction FTR_EDIT?

SAP Transaction FTR_EDIT is a transaction code used in SAP for processing financial documents. It allows users to create, change, and display financial documents, such as invoices, purchase orders, and payment requests. FTR_EDIT provides a user-friendly interface to input and manage financial data, ensuring accurate and efficient financial document processing.

Step 1: Accessing SAP Transaction FTR_EDIT

To access FTR_EDIT, 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 General Ledger”.
6. Next, choose “Document Entry” and click on “Document Entry” again to proceed to the FTR_EDIT transaction.

Step 2: Understanding FTR_EDIT Transaction Screen

Once you have accessed FTR_EDIT, you will encounter the FTR_EDIT 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 document, such as document type, posting date, and document currency.
• Line Items: Here, you can view and manage the line items of the financial document. Each line item represents a specific account and its associated amount.
• Document Overview: This tab provides an overview of the entire financial document, including its header and line item details.
• Document Flow: The document flow tab displays the relationship between the financial document and other related documents, such as purchase orders or invoices.
• Texts: In this tab, you can enter additional texts and comments related to the financial document.
• Attachments: If required, you can attach supporting documents or files to the financial document using the attachments tab.

Step 3: Creating a Financial Document with FTR_EDIT

Creating a financial document using FTR_EDIT is a straightforward process. Here’s how you can create a financial document:

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

   • Document Type: Select the appropriate document type for your financial document, such as “Invoice” or “Payment Request”.
   • Posting Date: Enter the date when the financial document is being recorded.
   • Document Currency: Specify the currency in which the financial document amounts are expressed.
   • Reference Document: If applicable, provide a reference document number or other relevant reference information.

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

   • Account: Enter the account number or use the search function to find the desired account.
   • Amount: Specify the amount associated with the account.
   • Cost Center: If applicable, select the cost center associated with the account.
   • Text: Enter any relevant text or description for the line item.

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

Congratulations! You have successfully created a financial document using SAP transaction FTR_EDIT.

Step 4: Changing and Displaying Financial Documents

In addition to creating financial documents, FTR_EDIT also allows you to change and display existing documents. Here’s how you can perform these actions:

• To change an existing financial document, enter the document number and any other relevant criteria in the “Header Data” section. Make the necessary changes to the line items or other fields, and click on the “Save” button to save the modifications.
• To display an existing financial document, enter the document number and any other relevant criteria in the “Header Data” section. The system will retrieve the document information, and you can view its details in the corresponding tabs, such as “Line Items” or “Document Overview”.

Conclusion

In this tutorial, we have provided you with a step-by-step guide on using SAP transaction FTR_EDIT for financial document processing. We covered the basics of FTR_EDIT, explained how to create, change, and display financial documents, and explored its various functionalities. Remember, continuous learning and practice are key to becoming proficient in SAP.

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