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SIMG_CFMENUORK1GCBA - Maintain Document Types for Local Documents

With this menu function, you can define which document types are valid in planning, and maintain these document types.

In contrast to document types for a Rollup, number ranges for local document types are defined according to a specific company code and fiscal year.

You need document types if you want to either plan profit centers directly or perform plan assessment or distribution.

1. Define a new document type or use an existing one.
2. Specify whether the document type is to be used in planning.
3. The three columns used for specifying the currencies determine which currencies are stored for this document type. The simplest is to choose all three currencies. The indicator for balances carried forward determines whether documents with a balance not equal to zero can be posted. At this time, these settings are required only for manual entry of documents. They are not needed for planning in Profit Center Accounting.
4. In this view the information on the number ranges used for local and global ledgers is only displayed. This information is stored here automatically for when you maintain number ranges for each document type later.
5. Enter a suitable name for your document type.

You can use document type P0 FI-SL Plan direct posting, which is delivered with the standard system. However, you should use your own document types wherever possible.