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SIMG_CFMENUOFTC_FMU1 - Define document types

SIMG_CFMENUOFTC_FMU1 - Define document types

CL_GUI_FRONTEND_SERVICES - Frontend Services   Vendor Master (General Section)  
This documentation is copyright by SAP AG.
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In this activity, you create the document types for earmarked funds and funds transfers in Funds Management. Document types are used to classify Funds Management documents. For each document type, you can define characteristics which control how the documents entered and are noted in the documents themselves. You must specify the following for each document type:

  • Number range interval
  • Field status group
    The field status group, along with the field status variant and its assignment to a field selection string, which fields will accept input when you post documents in your company code, which fields are required fields, and which fields are hidden.

You can also use them to control which fields are copied from any reference document being used and whether the document is included in workflow.

In addition, you must specify a retention period for the posted documents you want to archive.

You must define the number range interval in the step Define document number ranges.

The document types defined in the standard system cover the types of document used for individual business transactions in Funds Management.

  1. First, check whether you can use the standard settings for the individual document categories (example: funds commitment).
    Document type 11 is delivered for each document category.
  2. Change or add to the standard settings as required.
    Choose Edit -> New entries to define new document types. You can also do this by copying existing document types. To this end, select an entry, then choose Edit -> Copy as and make any required changes.
    Before creating a new document type, you may need to create a new field selection string, field status group, and field status variant. For more information on this, refer to Earmarked funds and funds transfers.

Further notes

For more information on field control for earmarked funds, read the relevant section of the FI Funds Management documentation.






CL_GUI_FRONTEND_SERVICES - Frontend Services   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

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