How To Fix OQ_E231 - Reverse the collective document first, before reversing a settlement.

SAP Error Message - Details

• Message type: E = Error

• Message class: OQ_E - IS-Oil SSR : Message pool Payment Card Processing

• Message number: 231

• Message text: Reverse the collective document first, before reversing a settlement.

What causes this issue?

A collective document or a settlement document that is part of a
collective settlement needs to be "cleared" first, before it can be
reversed.

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?

Reverse the collective document first to free/release the dependent
documents. Then you can reverse the settlement documents.

Procedure for System Administrators

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message OQ_E231 - Reverse the collective document first, before reversing a settlement. ?

  The SAP error message OQ_E231, which states "Reverse the collective document first, before reversing a settlement," typically occurs in the context of settlement processing in SAP, particularly when dealing with collective processing of documents in the Project System (PS) or Controlling (CO) modules.
  Cause:
  This error arises when you attempt to reverse a settlement document that is linked to a collective document. In SAP, a collective document is a grouping of multiple transactions or postings that are processed together. Before you can reverse the settlement of a document that is part of a collective document, you must first reverse the collective document itself.
  Solution:
  To resolve this error, follow these steps:
  
  
  Identify the Collective Document: Determine which collective document is associated with the settlement you are trying to reverse. You can usually find this information in the settlement document details.
  
  
  Reverse the Collective Document:
  
  Navigate to the transaction or report that allows you to reverse collective documents. This is often done through transaction codes like CJI3 (Project Actual Line Items) or CJI5 (Project Actual/Plan/Variance).
  Locate the collective document and initiate the reversal process. Ensure that you follow the correct procedure for reversing collective documents as per your organization's policies.
  
  
  
  Reverse the Settlement Document: Once the collective document has been successfully reversed, you can then proceed to reverse the settlement document that was initially causing the error.
  
  
  Check for Dependencies: Ensure that there are no other dependencies or linked documents that may also need to be addressed before or after the reversal.
  
  
  Related Information:
  
  
  Transaction Codes: Familiarize yourself with relevant transaction codes such as:
  
  CJI3 - Project Actual Line Items
  CJI5 - Project Actual/Plan/Variance
  CJR2 - Reverse Settlement
  CJR3 - Display Settlement
  
  
  
  Documentation: Refer to SAP documentation or your organization's SAP user manuals for detailed procedures on reversing collective documents and settlements.
  
  
  User Roles and Authorizations: Ensure that you have the necessary permissions to perform reversals in the system. If you encounter authorization issues, contact your SAP security team.
  
  
  Consult with SAP Support: If you continue to face issues or if the error persists after following the above steps, consider reaching out to SAP support or your internal SAP helpdesk for further assistance.
  
  
  By following these steps, you should be able to resolve the OQ_E231 error and successfully reverse the necessary documents in SAP.