How To Fix F5040 - No account specified, items selected via document no. or reference

SAP Error Message - Details

• Message type: E = Error

• Message class: F5 - Document Editing

• Message number: 040

• Message text: No account specified, items selected via document no. or reference

What causes this issue?

No account number was specified for selecting the open items to be
cleared. In this case the items must be selected by specifying document
numbers, reference numbers, or payment reference numbers.

System Response

The system indicates that you have not entered an account number and
therefore you must specify document numbers, reference numbers, or
payment reference numbers on the subsequent screen.

How to fix this error?

If you forgot to enter the account number, you can enter it now.
Otherwise, press ENTER. A screen then appears, on which you can choose
one of the selection criteria which does not require you to specify the
account number.
If your system only permits this sort of selection criterium (e.g.
document number), the system takes you directly to the screen on which
the required value (e.g. required document number) can be entered.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message F5040 - No account specified, items selected via document no. or reference ?

  The SAP error message F5040, "No account specified, items selected via document no. or reference," typically occurs in the context of financial transactions, particularly when trying to process or display financial documents without a specified account. This error can arise in various scenarios, such as during the execution of reports, posting transactions, or when trying to display documents.
  Cause:
  
  Missing Account Information: The error indicates that the system is unable to find an account associated with the selected document or reference. This can happen if the document does not have a valid account assigned to it.
  Incorrect Document Selection: The document number or reference you are trying to access may not be valid or may not correspond to any existing financial entries.
  Configuration Issues: There may be issues with the configuration of the financial module or the specific transaction you are trying to execute.
  User Authorization: The user may not have the necessary permissions to view or process the specified document.
  
  Solution:
  
  Check Document Details: Verify that the document number or reference you are using is correct and exists in the system. You can do this by searching for the document in the relevant transaction (e.g., FB03 for displaying documents).
  Review Account Assignment: Ensure that the document has a valid account assigned to it. If the document is missing account information, you may need to correct it by editing the document or re-posting it with the correct account.
  Transaction Configuration: If you suspect a configuration issue, consult with your SAP administrator or functional consultant to review the settings related to the financial transactions you are trying to execute.
  User Permissions: Check if your user role has the necessary permissions to access the document. If not, you may need to request additional access from your SAP security team.
  Consult SAP Notes: Look for any relevant SAP Notes or documentation that may address this specific error. SAP frequently updates its knowledge base with solutions for common issues.
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as FB03 (Display Document), FB02 (Change Document), and FB01 (Post Document) to navigate and troubleshoot effectively.
  SAP Support: If the issue persists after trying the above solutions, consider reaching out to SAP support for further assistance. Provide them with detailed information about the error, including the steps leading up to it and any relevant document numbers.
  Documentation: Review SAP documentation related to financial accounting and error handling for additional insights and troubleshooting steps.
  
  By following these steps, you should be able to identify the cause of the F5040 error and implement a suitable solution.