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

Welcome to our tutorial on SAP transaction FTR_EDIT, a powerful transaction code used in SAP for managing financial documents. In this tutorial, we will provide you with a detailed guide on how to effectively use FTR_EDIT to create, edit, and display financial documents in your SAP system. Whether you are a beginner SAP user or an experienced consultant looking to expand your knowledge, this tutorial will equip you with the necessary skills to navigate through FTR_EDIT with confidence.

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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 key transaction code used in SAP for managing financial documents. It allows users to create, edit, and display financial documents such as invoices, purchase orders, and payment requests. FTR_EDIT provides a user-friendly interface to input and update financial information, ensuring accurate financial record-keeping and reporting.

Step 1: Accessing SAP Transaction FTR_EDIT

To start using 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 Global Settings.”
6. Next, choose “Document” and click on “Document Display/Change” 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 Item Overview: Here, you can view and manage the line items of the financial document. Each line item represents a specific transaction or entry within the document.
• Document Overview: This tab provides an overview of the entire financial document, including its header and line item details.
• Additional Information: In this tab, you can find any additional information or attachments related to the financial document, such as supporting documents or notes.
• Document Flow: The document flow tab displays the relationship between the current financial document and other related documents, such as purchase orders or invoices.

Step 3: Creating a Financial Document with FTR_EDIT

To create a financial document using FTR_EDIT, 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 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 is being recorded.
   • Reference Document: If applicable, provide a reference document, such as a purchase order or contract number.

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

   • GL Account: Select the appropriate general ledger account for the transaction or entry.
   • Amount: Specify the amount of the transaction or entry.
   • Cost Center: Choose the relevant cost center for the transaction or entry.
   • Profit Center: If applicable, select the profit center associated with the transaction or entry.

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: Editing and Displaying Financial Documents

FTR_EDIT also allows you to edit and display existing financial documents. Here’s how you can perform these actions:

• To edit a financial document, simply navigate to the “Document Overview” tab and make the necessary changes to the document header or line items. Once you have made the changes, click on the “Save” button to update the document.
• To display an existing financial document, enter the document number in the search field located on the FTR_EDIT transaction screen. Press Enter, and the system will retrieve the document for you to review and analyze.

Conclusion

In this tutorial, we have provided you with a comprehensive guide on using SAP transaction FTR_EDIT for managing financial documents. We covered the basics of FTR_EDIT, explained how to create, edit, and display financial documents, and highlighted the additional functionalities it offers. Remember, continuous learning and practice are key to mastering SAP.

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