How To Fix UCF9033 - Balance carryforward: Target document type must not be initial

SAP Error Message - Details

• Message type: E = Error

• Message class: UCF9 - Messages for Balance Carryforward

• Message number: 033

• Message text: Balance carryforward: Target 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 target document
type. The document type assignment for the balance carryforward must not
contain any entries with an initial target 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 target 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 UCF9033 - Balance carryforward: Target document type must not be initial ?

  The SAP error message UCF9033, which states "Balance carryforward: Target document type must not be initial," typically occurs during the balance carryforward process in the SAP system. This error indicates that the system is expecting a specific target document type for the carryforward process, but it has not been provided or is set to an initial (blank) value.
  Cause:
  
  Missing Configuration: The target document type for the balance carryforward process has not been defined in the configuration settings.
  Incorrect Settings: The settings for the carryforward process may be incorrectly configured, leading to the system not recognizing the target document type.
  User Input Error: The user may have inadvertently left the target document type field blank when initiating the carryforward process.
  
  Solution:
  To resolve the UCF9033 error, you can follow these steps:
  
  
  Check Configuration:
  
  Go to the SAP Customizing Implementation Guide (IMG) and navigate to the relevant section for balance carryforward configuration.
  Ensure that the target document type is defined correctly. This is usually found under:
  
  Financial Accounting (FI) > General Ledger Accounting > Period-End Closing > Carryforward Balances > Define Target Document Types for Carryforward.
  
  
  Make sure that the target document type is not set to initial or blank.
  
  
  
  Review Carryforward Settings:
  
  Verify the settings for the carryforward process in the system. Ensure that all necessary parameters, including the target document type, are correctly set up.
  
  
  
  User Input:
  
  If the carryforward process is being initiated manually, double-check that the target document type field is filled in correctly before executing the process.
  
  
  
  Consult Documentation:
  
  Review SAP documentation or help files related to balance carryforward to ensure that all steps are being followed correctly.
  
  
  
  Testing:
  
  After making the necessary changes, perform a test run of the balance carryforward process to ensure that the error does not reoccur.
  
  
  
  Related Information:
  
  Transaction Codes: You may need to use transaction codes such as OBY6 (for defining target document types) or S_ALR_87012357 (for balance carryforward reports) to access relevant settings and reports.
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide additional guidance on balance carryforward issues.
  User Roles: Ensure that the user executing the carryforward process has the necessary authorizations to perform this action.
  
  If the issue persists after following these steps, it may be beneficial to consult with your SAP support team or a functional consultant who specializes in Financial Accounting (FI) to further investigate the problem.