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Document Reversal Process Guide

The document outlines procedures for individual and mass reversals of financial documents in a system, detailing prerequisites, process steps, and transaction codes. Individual reversals require the original document to be reversed and re-posted, while mass reversals allow multiple documents to be reversed simultaneously based on search criteria. Both processes emphasize the need to handle cleared items appropriately before executing reversals.

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msr077
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0% found this document useful (0 votes)
31 views16 pages

Document Reversal Process Guide

The document outlines procedures for individual and mass reversals of financial documents in a system, detailing prerequisites, process steps, and transaction codes. Individual reversals require the original document to be reversed and re-posted, while mass reversals allow multiple documents to be reversed simultaneously based on search criteria. Both processes emphasize the need to handle cleared items appropriately before executing reversals.

Uploaded by

msr077
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Scenario: Document Reverse Page: 1 of

16

 Individual Reversal

1. Description

Individual Reversal
Scenario Description Responsible Mohamed Farouk
This transaction allows you to reverse the incorrect document and post a
new document again.
System DEV
As only limited fields are allowed to be changed after posting, to amend
the critical fields requires the document to be reversed and re-posted with
the correct information.

Trigger Individual Reversal Client 220

2. Prerequisites

 Document to be reversed cannot include already cleared items. If you want to reverse document that was already cleared, you need to reset all cleared
items before posting a reversal

3. Process Steps

 Use the following menu path or transaction code

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 2 of
16

Transaction Code FB08

Menu Path Accounting  Financial Accounting  General Ledger  Document  Reverse  Individual Reversal

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 3 of
16

Sample Data:

No. Tab page if Field Input Data Remarks


exist
Document Number of the document for which a reverse posting
1 Document number
Details is to be created
2 Company EA02

3 Fiscal Year
Specifications
4 for reverse Reversal reason Reason for reversing a document
posting
5 Posting date

6 Posting period
Check
7 management Void reason code
specifications
Display before
8 Select
reversal
9 Document list Own documents only

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 4 of
16

Process Steps:

Test Result
Process Expected Pass / Fail /
Description Remarks
Step No Output Pass with
workaround

Enter Document Number, Company code, Fiscal Year, Reversal Reason.

Click Display before reversal to check the document.

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 5 of
16

Test Result
Process Expected Pass / Fail /
Description Remarks
Step No Output Pass with
workaround

Check the document to be reversed

Click Back

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 6 of
16

Test Result
Process Expected Pass / Fail /
Description Remarks
Step No Output Pass with
workaround

Journal
3 Voucher
reversed

Click Save

The system displays the message “Document xxxxxxxx was posted in company code EA02”

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 7 of
16

Summary of test results

Passed/Failed

Reason of failure

Testing system

Tester name

Tester signature

Date

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 8 of
16

 Mass Reversal

1. Description

Mass Reversal
Scenario Description Responsible Mohamed Farouk
This transaction allows you to reverse many documents in one step. You
can select a set of documents to be reversed, using search criteria.
System DEV
Typical examples are postings done as a result of valuation of open items
in foreign currency. If the exchange rate is incorrect, you’ll need to
reverse the postings and the best way to do this is use a mass reversal
function.

Trigger Mass Reversal Client 220

2. Prerequisites

 Document to be reversed cannot include already cleared items. If you want to reverse document that was already cleared, you need to reset all cleared
items before posting a reversal

3. Process Steps

 Use the following menu path or transaction code

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 9 of
16

Transaction Code F.80

Menu Path Accounting  Financial Accounting  General Ledger  Document  Reverse  Mass Reversal

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 10
16

Sample Data:

No. Tab page if Field Input Data Remarks


exist

1 Company EA02
Number of the document for which a reverse posting
2 Document number
is to be created
3 Fiscal Year
General
4 Document type
selections
5 Posting date

6 Entry date

7 Reference number
Reverse
8 Reason for reversal Reason for reversing a document
posting details
9 Posting date

10 Period

11 Test run

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 11
16

Process Steps:

Test Result
Proces
Expected Pass / Fail /
s Step Description Remarks
Output Pass with
No
workaround

Enter Company code, Document number range, Fiscal Year, Reason for reversal.

Click Execute to check documents before reversal.

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 12
16

Test Result
Proces
Expected Pass / Fail /
s Step Description Remarks
Output Pass with
No
workaround

Click document to be checked, Click Choose to check documents details before reversal.

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 13
16

Test Result
Proces
Expected Pass / Fail /
s Step Description Remarks
Output Pass with
No
workaround

Click Back

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 14
16

Test Result
Proces
Expected Pass / Fail /
s Step Description Remarks
Output Pass with
No
workaround

Click Reverse documents to post reverse documents.

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 15
16

Test Result
Proces
Expected Pass / Fail /
s Step Description Remarks
Output Pass with
No
workaround

Journal
4 Vouchers
reversed

The original documents and their reversed documents are displayed.

The system displays the message “Processing completed”

FICO.GL006_ Document Reverse _V01


Scenario: Document Reverse Page: 16
16

Summary of test results

Passed/Failed

Reason of failure

Testing system

Tester name

Tester signature

Date

FICO.GL006_ Document Reverse _V01

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