How To Fix FZ087 - First define a document type

SAP Error Message - Details

• Message type: E = Error

• Message class: FZ - Payment Transactions

• Message number: 087

• Message text: First define a document type

Self-Explanatory Message

Since SAP believes that this specific error message is 'self-explanatory,' no more information has been given.The majority of messages in the SAP system have a message text, however this is frequently insufficient to comprehend or resolve the problem.

To make things easier, more detailed information is frequently added to describe the issue, how to fix it, and the necessary steps or configuration modifications.

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Smart SAP Assistant

• What is the cause and solution for SAP error message FZ087 - First define a document type ?

  The SAP error message FZ087, which states "First define a document type," typically occurs when you are trying to create a financial document (such as a payment or invoice) without having a document type defined in the system. Document types in SAP are essential for categorizing financial transactions and ensuring that they are processed correctly.
  Cause:
  
  Missing Document Type: The most common cause of this error is that the document type you are trying to use has not been defined in the system.
  Configuration Issues: There may be issues with the configuration settings in the Financial Accounting (FI) module, particularly related to document types.
  User Authorization: In some cases, the user may not have the necessary permissions to access or create the document type.
  
  Solution:
  To resolve the FZ087 error, follow these steps:
  
  
  Define Document Type:
  
  Go to the SAP Easy Access screen.
  Navigate to the following path: SPRO ? IMG ? Financial Accounting ? General Ledger ? Document Types ? Define Document Types.
  Here, you can create a new document type or modify an existing one. Ensure that you specify the necessary attributes for the document type, such as number range, posting keys, and other relevant settings.
  
  
  
  Check Existing Document Types:
  
  If you believe the document type should already exist, check the list of defined document types to ensure it is present and correctly configured.
  
  
  
  User Authorization:
  
  Ensure that the user has the necessary authorizations to create or use the document type. This may involve checking roles and permissions assigned to the user in the SAP system.
  
  
  
  Consult with SAP Administrator:
  
  If you are not able to resolve the issue, consult with your SAP administrator or a functional consultant who can assist with the configuration and ensure that everything is set up correctly.
  
  
  
  Related Information:
  
  Document Types: Document types are used in SAP to differentiate between various types of financial transactions (e.g., invoices, credit memos, payments).
  Number Ranges: Each document type is associated with a number range, which determines how document numbers are assigned.
  Posting Keys: Document types are also linked to posting keys, which define how line items are posted in the general ledger.
  
  By following these steps, you should be able to resolve the FZ087 error and successfully create the financial document you are attempting to process.