How To Fix UCF9032 - Balance carryforward: Source document type must not be initial

SAP Error Message - Details

• Message type: E = Error

• Message class: UCF9 - Messages for Balance Carryforward

• Message number: 032

• Message text: Balance carryforward: Source document type must not be initial

What causes this issue?

In Customizing for the document type assignment for the balance
carryforward, you configured entries with an initial source document
type. The document type assignment for the balance carryforward must not
contain any entries with an initial source document type.

System Response

Customizing settings for the document type assignment for the balance
carryforward are inconsistent and cannot be saved.

How to fix this error?

Correct your Customizing settings by completing or removing entries with
an initial source document type.

Procedure for System Administrators

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

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message UCF9032 - Balance carryforward: Source document type must not be initial ?

  The SAP error message UCF9032 indicates that there is an issue with the balance carryforward process, specifically that the source document type is not specified or is set to an initial (blank) value. This error typically occurs during the year-end closing process when trying to carry forward balances from one fiscal year to the next.
  Cause:
  The error is caused by the following reasons:
  
  Missing Document Type: The source document type required for the balance carryforward process is not defined or is left blank in the configuration.
  Configuration Issues: The settings in the Financial Accounting (FI) module may not be properly configured to handle the carryforward process.
  Data Entry Errors: There may be an issue with the data entry in the relevant transaction or configuration settings.
  
  Solution:
  To resolve the UCF9032 error, you can follow these steps:
  
  
  Check Configuration:
  
  Go to the SAP Customizing Implementation Guide (SPRO).
  Navigate to Financial Accounting (New) > General Ledger Accounting (New) > Closing > Carryforward Balances.
  Ensure that the source document type is correctly defined in the carryforward settings.
  
  
  
  Define Document Type:
  
  If the document type is missing, you need to define it. You can do this by going to Financial Accounting (New) > General Ledger Accounting (New) > Master Data > Document Types and ensuring that the necessary document types are created and configured.
  
  
  
  Check Transaction Data:
  
  Review the transaction data for any entries that may have been incorrectly entered or are missing required fields. Ensure that all necessary fields, including the document type, are filled out correctly.
  
  
  
  Run Balance Carryforward Again:
  
  After making the necessary adjustments, attempt to run the balance carryforward process again.
  
  
  
  Consult Documentation:
  
  If the issue persists, consult SAP documentation or reach out to your SAP support team for further assistance.
  
  
  
  Related Information:
  
  Transaction Codes: You may use transaction codes like OBY6 (for defining document types) and S_ALR_87012357 (for balance carryforward reports) to assist in troubleshooting.
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional guidance.
  User Roles: Ensure that you have the necessary authorizations to make changes in the configuration settings.
  
  By following these steps, you should be able to resolve the UCF9032 error and successfully carry forward balances in SAP.