How To Fix FI228 - Document item &/& has not yet been carried forward to the current year

SAP Error Message - Details

• Message type: E = Error

• Message class: FI - TR-FM Funds Management

• Message number: 228

• Message text: Document item &/& has not yet been carried forward to the current year

What causes this issue?

You want to change the date in a document from the current fiscal year
to the old one.

System Response

The system posts the change to the first special period of the old
fiscal year.

How to fix this error?

If you want to make this change, you must carry forward the commitment
for this document.

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message FI228 - Document item &/& has not yet been carried forward to the current year ?

  The SAP error message FI228 indicates that a document item has not been carried forward to the current fiscal year. This typically occurs in the context of financial accounting when year-end closing processes have not been completed properly, or when there are issues with the carryforward of balances from the previous fiscal year to the current one.
  Cause:
  
  Year-End Closing Not Completed: The year-end closing process for the previous fiscal year may not have been completed, which prevents the carryforward of balances.
  Open Items: There may be open items in the previous year that need to be cleared before the carryforward can occur.
  Configuration Issues: There may be configuration issues in the financial accounting settings that prevent the carryforward process from functioning correctly.
  Document Status: The document may be in a status that does not allow it to be carried forward (e.g., it may be blocked or not fully posted).
  
  Solution:
  
  Complete Year-End Closing: Ensure that the year-end closing process for the previous fiscal year is completed. This includes running the necessary closing programs in SAP.
  Clear Open Items: Review and clear any open items in the previous fiscal year that may be preventing the carryforward.
  Check Configuration: Verify the configuration settings in the financial accounting module to ensure that they are set up correctly for year-end closing and carryforward processes.
  Review Document Status: Check the status of the document in question. If it is blocked or not fully posted, resolve those issues before attempting to carry forward.
  Run Carryforward Program: If necessary, run the carryforward program (transaction code: S_ALR_87012357 or similar) to manually carry forward balances.
  
  Related Information:
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as:
  
  F.07: Carry Forward Balances
  F.01: Financial Statement
  S_ALR_87012357: Year-End Closing Report
  
  
  Documentation: Refer to SAP documentation or help files for detailed steps on the year-end closing process and carryforward procedures.
  SAP Notes: Check for any relevant SAP Notes that may address specific issues related to the FI228 error message.
  Consult with Finance Team: Collaborate with your finance team or SAP support team to ensure that all necessary steps are followed for year-end closing and carryforward.
  
  By addressing the underlying causes and following the appropriate solutions, you should be able to resolve the FI228 error message and successfully carry forward the document items to the current fiscal year.