The purpose of this page is to explain under what circumstances the system allows to change a field in an already posted document in FB02.
What kind of field can never be changed in standard?
1) The standard system prevents certain field contents from being changed. These include all the fields in the document header except for the reference document number (BKPF-XBLNR) and the document text (BKPF-BKTXT) fields.
The reason behind this system design is to protect critical accounting document data and to avoid fiscal period close problems, e.g., audit control, out of balance situations.
2) In case NewGL is active, fields which are actively used in NewGL cannot be changed subsequently.
The reason behind this is following: transaction FB02 only updates the line items of the entry view (BSEG). NewGL cannot be updated because in NewGL an update may involve several processes which do not allow a subsequent change of fields. If these fields were changable, then this would lead to an inconsistency between the entry view and the NewGL view.
3) Fields that are used in the FI-SL field movement are not usually changeable.
The reason is that Special Ledger is only updated when the document is created. For other components like profit centre accounting or special ledger a subsequent change in an FI document is only local. Special Ledger does not get the information about the change. Thus, in order to avoid inconsistencies between SL and FI those fields are not changeable.
To see whether this is the case, use transaction SE37 to execute the function module G_CHECK_FIELD_USED_IN_GLX in the single test for the affected field. If you receive the export parameter with RC <> 0, it is the case described above. This should be an executive summary of the content and argument being made in the document. Basically a summary (not repeat) of the information you are explaining.
How you can make a field changeable?
The fields in question are not fields of the coding block.
The corresponding field should be maintained correctly in the table TBAER. The table can be maintained in view V_TBAER, calling transaction SM30.
a) The field should be contained in the table.
b) The rule for the existing case should be correctly defined.
c) The "Field Can Be Changed" indicator should be selected.
What to do if there is an entry for a field in table TBAER but the field cannot be changed (it’s greyed out) in FB02?
1) Check whether the field is used in Special Ledger: in SE37 execute the function module G_CHECK_FIELD_USED_IN_GLX in the single test for the affected field. If you receive the export parameter with RC <> 0, this field is used in SL.
In this context, see also SAP Note 79760.
2) Check your customizing in Document Change Rules (transaction OB32).
Some tipical cases:
a) Special G/L indicator: if the field which is requested change in FB02 was posted in a line item with a special G/L indicator within transaction class „A” or „W” (BSEG-UMSKS = A or W), the field can only be changed if a corresponding entry in the table TBAER is maintained (V_TBAER-UMSKS).
The document change rules only have special provisions for transaction types A (down payments) and W (bills of exchange). For all other transaction types the rule for transaction type "blank" is used.
b) Posting period: if the indicator „Posting period not closed” (V_TBAER-XBUPE) is activated, even if the corresponding field is maintained under the Document Change Rules, it won’t be possible to change the field value in an already posted document if the period (in TA OB52) is closed.
c) Line item cleared: if the indicator „Line item not cleared” (V_TBAER- XAUSZ) is activated, even if the corresponding field is maintained under the Document Change Rules, it won’t be possible to change the field value in an already posted document if the line item is already cleared. The indicator should be set for all fields which are used for controlling payment transactions or dunning, such as terms of payment, cash discounts, payment methotds and dunning keys.
Related SAP Notes/KBAs
SAP Note 79760: Certain BSEG fields cannot be changed (FB02)
SAP Note 827413: Changeability of fields in FI documents
Knowledge Base Article 1497601: Document change rule defined in T-code OB32 does not work - field cannot be changed in T-code FB02