How To Fix BK098 - Document date and posting date are in different fiscal years.

SAP Error Message - Details

• Message type: E = Error

• Message class: BK - Create, Display, Reverse Controlling Document

• Message number: 098

• Message text: Document date and posting date are in different fiscal years.

What causes this issue?

The document date entered is in a different fiscal year than the
posting date of the document.

System Response

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

How to fix this error?

Check the document date and the posting date.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message BK098 - Document date and posting date are in different fiscal years. ?

  The SAP error message BK098 indicates that there is a discrepancy between the document date and the posting date of a financial document, specifically that they fall in different fiscal years. This can occur in various financial transactions, such as journal entries, invoices, or other postings.
  Cause:
  
  Document Date and Posting Date Mismatch: The document date (the date on which the transaction occurred) and the posting date (the date on which the transaction is recorded in the financial books) are set to different fiscal years. For example, if the document date is in December 2022 and the posting date is in January 2023, this error will occur.
  Fiscal Year Configuration: The fiscal year settings in the SAP system may restrict postings across different fiscal years, depending on the configuration.
  Period Closing: If the previous fiscal year has been closed, the system may not allow postings to that year.
  
  Solution:
  
  Check Dates: Verify the document date and posting date in the transaction. Ensure that both dates are within the same fiscal year.
  Adjust Dates: If necessary, adjust either the document date or the posting date so that they align within the same fiscal year.
  Review Fiscal Year Settings: Check the fiscal year variant settings in the SAP configuration to ensure that they allow for the desired posting behavior.
  Open Periods: If the previous fiscal year is closed, you may need to open the period for that year in the configuration settings, but this should be done with caution and typically requires authorization.
  Consult with Finance Team: If you are unsure about the correct dates or the implications of changing them, consult with your finance or accounting team for guidance.
  
  Related Information:
  
  Transaction Codes: You can use transaction codes like FB01 (Post Document) or FB50 (G/L Account Document) to check and modify the document.
  Fiscal Year Variant: The fiscal year variant can be checked in the configuration under SPRO -> Financial Accounting -> Financial Accounting Global Settings -> Fiscal Year -> Define Fiscal Year Variant.
  Document Types: Different document types may have specific rules regarding posting dates and document dates, so ensure that you are using the correct document type for your transaction.
  
  By addressing the mismatch between the document date and posting date, you should be able to resolve the BK098 error and successfully post your financial document.