SAP Hold Document and Park Document

 Park Document -

Park Document is a feature that allows users to temporarily save incomplete or unapproved financial documents without posting them to the general ledger. This functionality is useful in situations where validation or approval is required before finalizing and posting a document.

Characteristics of Park Document -

  • Parked documents are stored temporarily.
  • They do generate a document number.
  • At least one line item of the sending company code must exist to Park document

  • It can be reviewed, modified , approved or rejected and deleted before posting.
  • SAP uses specific document type for parked documents. 
  • Park document is mainly requires higher authority check.
Path >> SAP Easy Access > Accounting > FI > G/L > Document Entry >



>> To Park Document -

Case :  Suppose user doesn't know whether credit line item is Cash or Bank in FV50 screen or with Transaction code FB50 
Document 100000005 BAJA was parked
or
with Transaction FV50 

Document 100000006 BAJA was parked

>> To Post Parked Document with Transaction Code FBV0

STEP 1 : Enter Company code, Document number & Fiscal year and press Enter

or Select from "Document List"

In Park Document , a document can be saved as complete by user and posted by approver.

STEP 2 :
>> If Parked Document is "Saved as Completed" 

Preliminarily posted document 100000006 BAJA was changed
>> If Parked Document is "Posted"
Document 100000005 was posted in company code BAJA

>> To Reject Parked Document in FBV6

STEP 1 : Enter Company code, Document number & Fiscal year and press Enter

Document gets rejected

As you can see above Rejected Document is not visible in Parked Documents.
Hold Document -

Hold Document refers to a Temporarily saved document for incomplete data or contain valid information but are not ready for posting, kept on hold for preventing further processing or posting of that document.

Characteristics of Hold Document -
  • Hold documents are temporarily saved.
  • They do not update records.
  • They do not generate a document number.
  • They can be deleted.
  • They cannot be used in evaluations.

How to use Hold Document functionality in SAP FICO ?

Users can generally Hold Document in Transaction screen of FB50(G/L Posting), FB60(Vendor Invoice) , FB65(Vendor Credit-Memo) , FB70(Customer Invoice), FB75(Customer Credit Memo), F-90 (Asset Purchase).

>> To Hold Document :
Case : Suppose user do not have enough data of the document like Cost center for Rent G/L A/c account and Value date of Bank G/L A/c to process further in FB50 Screen
STEP 1 : Enter the data and Click on Hold.
STEP 2 : Hold Document do not generate any document number, in order to store it user have to provide a 10 digit alphanumeric code and then click on Hold document.
Document BAJA01HOLD was held.

>> To Retrieve, modify and Post Held Document -

STEP 1 : In same transaction screen, click on "Tree on" to see held document

STEP 2 : Select the held document
STEP 3 : Enter required value - Cost center of Expense line item and Value date in Bank line item, and click on Post.
Document 100000002 was posted in company code BAJA

or
with Transaction code - FB11 :
STEP 1 : Enter Held Document Number and press Enter.
STEP 2 : Review and fill any required missing data of document and Post.
Document 100000003 was posted in company code BAJA.

>> To Delete Held Document -

STEP 1: Select the Held Document
STEP 2: Click on Delete Held Document
Document was deleted.
or
with Transaction code - FB11 :



Document was deleted.


























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