SAP Transaction OBBS: A Comprehensive Guide for SAP Users

Welcome to our tutorial on SAP transaction OBBS, a critical transaction code used in SAP Financials (FI) module. In this tutorial, we will provide you with a step-by-step guide on how to effectively utilize OBBS for managing financial statement versions 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 OBBS seamlessly.

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

What is SAP Transaction OBBS?

SAP Transaction OBBS (Financial Statement Version) is a key transaction code used in SAP FI to define and manage financial statement versions. Financial statement versions are used to create customized financial reports, such as balance sheets and income statements, by grouping and arranging the relevant general ledger accounts. OBBS allows users to create, modify, and display financial statement versions, enabling accurate and flexible reporting.

Step 1: Accessing SAP Transaction OBBS

To start using OBBS, 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 “Master Records” and click on “Financial Statement Versions” to proceed to the OBBS transaction.

Step 2: Understanding OBBS Transaction Screen

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

• Financial Statement Version: This field displays the code and description of the financial statement version you are working with. You can create new versions or select existing ones to modify or display.
• Company Code: Here, you can specify the company code for which the financial statement version is defined. Each company code can have its own set of financial statement versions.
• Rows and Columns: These tabs allow you to define the structure of your financial statement version by adding rows and columns. Rows represent the grouping of general ledger accounts, while columns define the periods and key figures to be displayed.
• Additional Information: In this tab, you can enter any additional information or notes related to the financial statement version.
• Authorization: The authorization tab displays the user roles or authorizations that have access to the financial statement version.
• Change Log: Here, you can track and review the changes made to the financial statement version, including the date, time, and user who made the changes.

Step 3: Creating a Financial Statement Version with OBBS

To create a financial statement version using OBBS, follow these steps:

1. Start by entering the financial statement version code and description in the respective fields.
2. Specify the company code for which the financial statement version is defined.
3. Go to the “Rows” tab and click on “New Entries” to add new rows.
4. In the row details, enter the necessary information such as the row number, description, and the general ledger accounts to be included in the row.
5. Switch to the “Columns” tab and click on “New Entries” to add new columns.
6. In the column details, define the period, key figure, and other parameters to be displayed in the column.
7. Once you have defined the rows and columns, click on the “Save” button to create the financial statement version.

Congratulations! You have successfully created a financial statement version using SAP transaction OBBS.

Step 4: Modifying and Displaying Financial Statement Versions

In addition to creating financial statement versions, OBBS also allows you to modify and display existing versions. Here’s how:

• To modify an existing financial statement version, select the version from the list and click on the “Change” button. Make the necessary changes in the rows, columns, or other details, and save your modifications.
• To display an existing financial statement version, select the version from the list and click on the “Display” button. You can review the rows, columns, and other information without making any changes.

Conclusion

In this tutorial, we have provided you with a comprehensive guide on using SAP transaction OBBS in the SAP FI module. We covered the basics of OBBS, explained how to create, modify, and display financial statement versions. Remember, continuous learning and practice are key to becoming proficient in SAP FI.

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