FREE Search Engine
for SAP users

SAP Transaction FB02: A Step-by-Step Guide for SAP Users

SAP Transaction FB02: A Step-by-Step Guide for SAP Users

Welcome to our tutorial on SAP transaction FB02, a crucial transaction code used in SAP Financials (FI) module. In this tutorial, we will provide you with a detailed guide on how to effectively utilize FB02 for managing financial documents in your SAP system. Whether you are a beginner or an experienced consultant, this tutorial will equip you with the necessary knowledge to navigate through FB02 seamlessly.

Before we dive into the details, we would like to introduce you to an exceptional 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 FB02.

What is SAP Transaction FB02?

SAP Transaction FB02 (Change Document) is a critical transaction code used in SAP FI to modify financial documents. It allows users to make changes to existing documents, such as invoices, journal entries, or payment documents. With FB02, you can easily correct errors, update information, or reverse transactions, ensuring accurate financial reporting and record-keeping.

Step 1: Accessing SAP Transaction FB02

To start using FB02, 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 “Document” and click on “Change” to proceed to the FB02 transaction.

Step 2: Understanding FB02 Transaction Screen

Once you have accessed FB02, you will encounter the FB02 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 number, fiscal year, and posting date.
  • Line Item Overview: Here, you can view and manage the line items of the financial document. Each line item represents a particular account and its associated amount.
  • Document Overview: This tab provides an overview of the entire financial document, including its header and line item details.
  • Accounting: The accounting tab displays the accounting-related information for the financial document, such as the general ledger (G/L) accounts and cost centers involved.
  • Attachments: In this tab, you can attach any relevant supporting documents or files to the financial document.
  • Simulate: The simulate tab allows you to simulate changes to the financial document without actually saving them. This can be useful for verifying the impact of modifications before committing to them.

Step 3: Modifying Financial Documents with FB02

To make changes to a financial document using FB02, follow these steps:

  1. Start by entering the document number and fiscal year in the “Header Data” section.
  2. Click on the “Display” button to retrieve the document details.
  3. Once the document is displayed, navigate to the “Line Item Overview” tab.
  4. Select the line item you want to modify by clicking on it.
  5. Make the necessary changes to the selected line item, such as updating the amount, account assignment, or text.
  6. If required, navigate to other tabs, such as “Accounting” or “Attachments”, to make additional changes or add supporting documents.
  7. Once you have made all the desired modifications, click on the “Save” button to save the changes to the financial document.

Congratulations! You have successfully modified a financial document using SAP transaction FB02.

Step 4: Exploring Additional Functionality

SAP transaction FB02 offers various additional functionalities to streamline your financial management processes. Here are some notable features you can leverage:

  • Reverse Documents: FB02 allows you to reverse financial documents, effectively canceling out the original transactions. This feature is useful for correcting errors or undoing incorrect postings.
  • Document Flow: Use FB02 to view the document flow of a financial document, which shows the sequence of related documents and their interdependencies. This helps in analyzing the impact of a particular document on other linked documents.
  • Document Parking: FB02 supports document parking, which allows you to temporarily save incomplete financial documents without impacting the general ledger. This feature can be useful when you need to gather additional information or seek approvals before finalizing a document.
  • Document Splitting: If your organization requires the allocation of costs or revenues to multiple cost centers or profit centers, FB02 offers document splitting functionality. This enables accurate tracking and reporting of financial data across different organizational units.


In this tutorial, we have provided you with a comprehensive guide on using SAP transaction FB02 in the SAP FI module. We covered the basics of FB02, explained how to modify financial 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.

Online Video Trainings

Complete tutorials made by the best experts.

Road to Expert logo representing excellence in SAP training.
Copyright © 2023 Road to Expert. All Rights Reserved.

Facebook logo, télécharger gratuitement      Logo instagram - Icônes social gratuites      Youtube Logo | Icons Gratuite