How To Fix UCF9037 - Balance carryforward: source doc. type &1 defined for "Adjustment Entry"

SAP Error Message - Details

• Message type: E = Error

• Message class: UCF9 - Messages for Balance Carryforward

• Message number: 037

• Message text: Balance carryforward: source doc. type &1 defined for "Adjustment Entry"

What causes this issue?

The document types that you use in Customizing for document type
assignment for the balance carryforward cannot be defined for <LS>
Adjustment to Reported Financial Data</> (posting level 01) since the
adjustment entries are converted to <LS>Reported Financial Data</>
(posting level 00) during the balance carryforward.
However, source document type &V1& posts to posting level 01.

System Response

The 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 removing entries with document
types that post to posting level 01.

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 UCF9037 - Balance carryforward: source doc. type &1 defined for "Adjustment Entry" ?

  The SAP error message UCF9037 indicates an issue related to the balance carryforward process, specifically concerning the source document type defined for "Adjustment Entry." This error typically arises during the year-end closing process when the system attempts to carry forward balances from one fiscal year to the next.
  Cause:
  The error message UCF9037 can occur due to several reasons:
  
  
  Incorrect Configuration: The document type for adjustment entries may not be properly configured in the system. This could mean that the document type is either missing or not set up correctly in the relevant configuration settings.
  
  
  Missing Customizing Settings: The necessary customizing settings for the balance carryforward process may not be in place. This includes settings related to the document types used for adjustments.
  
  
  Authorization Issues: There may be authorization issues preventing the system from accessing the necessary configuration or executing the carryforward process.
  
  
  Data Integrity Issues: There could be inconsistencies or errors in the data that are preventing the carryforward from being processed correctly.
  
  
  Solution:
  To resolve the UCF9037 error, you can follow these steps:
  
  
  Check Document Type Configuration:
  
  Go to the SAP Customizing Implementation Guide (IMG) and navigate to the relevant section for Financial Accounting (FI) or the specific module you are working with.
  Verify that the document type for adjustment entries is correctly defined and that all necessary settings are in place.
  
  
  
  Review Balance Carryforward Settings:
  
  Ensure that the balance carryforward settings are correctly configured. This includes checking the settings for the fiscal year, document types, and any other related parameters.
  
  
  
  Authorization Check:
  
  Ensure that the user executing the carryforward process has the necessary authorizations to perform the task. You may need to consult with your SAP security team to verify this.
  
  
  
  Data Consistency Check:
  
  Perform a data consistency check to identify any issues that may be affecting the carryforward process. This may involve running specific reports or transactions to identify and correct any discrepancies.
  
  
  
  Consult SAP Notes:
  
  Check the SAP Support Portal for any relevant SAP Notes that may address this specific error message. There may be patches or updates that can resolve the issue.
  
  
  
  Testing:
  
  After making the necessary changes, perform a test run of the balance carryforward process to ensure that the error has been resolved.
  
  
  
  Related Information:
  
  Transaction Codes: You may need to use transaction codes such as OBY6 (for balance carryforward) or OBA7 (for document type configuration) to access the relevant settings.
  SAP Documentation: Refer to the official SAP documentation for detailed guidance on balance carryforward processes and document type configurations.
  Support Community: Consider reaching out to the SAP Community or forums for additional insights and solutions from other users who may have encountered similar issues.
  
  By following these steps, you should be able to identify and resolve the cause of the UCF9037 error message in SAP.