How To Fix FI036 - You cannot reset clearing if an FM component is active

SAP Error Message - Details

• Message type: E = Error

• Message class: FI - TR-FM Funds Management

• Message number: 036

• Message text: You cannot reset clearing if an FM component is active

What causes this issue?

In certain cases, resetting cleared items is not possible if Cash
Budget Management or Funds Management is active.
This is always possible if the FM component cannot find any old history
data for the documents to be cleared.

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

Cleared items cannot be reset in the following cases:
You have explicitly deleted the history actual line items.
The FI line items were posted before you installed the FM component.
You want to reverse, say, an invoice-check clearing, although the check
has already been cleared with a payment.
You try to reverse a clearing which affects an FM transfer (posting
with the same financial transactions).

How to fix this error?

If you deactivate the components temporarily, you must reconstruct your
FM actual data. See the program documentation for more details.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message FI036 - You cannot reset clearing if an FM component is active ?

  The SAP error message FI036 ("You cannot reset clearing if an FM component is active") typically occurs in the context of Financial Accounting (FI) when you attempt to reset a clearing document that is linked to a Funds Management (FM) component. This error indicates that the clearing document you are trying to reset is associated with a financial transaction that is currently active in the Funds Management module.
  Cause:
  The primary cause of this error is that the clearing document you are trying to reset is linked to a Funds Management transaction that has not been fully processed or is still active. In SAP, when a clearing document is created, it may involve budgetary control or other FM-related processes that prevent it from being reset until those processes are completed or reversed.
  Solution:
  To resolve this error, you can follow these steps:
  
  
  Check the Status of the FM Component: 
  
  Verify if there are any active transactions or commitments related to the clearing document in the Funds Management module. You can do this by checking the relevant FM documents or reports.
  
  
  
  Reverse or Complete FM Transactions:
  
  If there are active FM transactions, you may need to reverse or complete them before you can reset the clearing document. This may involve processing related documents or adjusting budget allocations.
  
  
  
  Consult with FM Team:
  
  If you are unsure about the FM transactions or how to proceed, it may be helpful to consult with your organization's Funds Management team or SAP support team. They can provide insights into the specific transactions and guide you on how to resolve the issue.
  
  
  
  Use Transaction Codes:
  
  You can use transaction codes like FBRA (Reset Clearing) or FBL1N (Vendor Line Item Display) to check the status of the clearing document and related transactions.
  
  
  
  Check for Customizations:
  
  If your organization has customizations in the SAP system, ensure that there are no additional restrictions or validations that could be causing this error.
  
  
  
  Related Information:
  
  SAP Notes: Check SAP Notes for any specific patches or updates related to this error message. SAP frequently releases updates that may address known issues.
  Documentation: Review the SAP documentation for both Financial Accounting and Funds Management to understand the integration points and how clearing documents are managed.
  Training: If you frequently encounter this error, consider training sessions on the integration of FI and FM modules to better understand the processes involved.
  
  By following these steps, you should be able to identify the cause of the error and take appropriate actions to resolve it.