--- description: The tutorial explains step by step process of changing customer documents in SAP title: SAP FB02 Change Customer Documents Tutorial image: https://www.guru99.com/images/sap-fb02-change-customer-documents-tutorial.png --- [Skip to content](#main) **โšก Smart Summary** Changing Customer Documents in SAP FI lets accountants correct posting errors without reversing or reposting transactions, preserving the audit trail while updating editable fields in the document header and individual line items through transaction code FB02. * ๐Ÿ“ **Transaction Code:** FB02 opens the change document screen for any posted customer entry inside SAP FI. * ๐Ÿ” **Required Inputs:** Document Number, Company Code, and Fiscal Year are mandatory selectors to retrieve the target customer document. * ๐Ÿ“‘ **Editable Scope:** Only fields permitted by Document Change Rules in Customizing remain modifiable at header and line item level. * โœ… **Save Workflow:** Header edits and item edits are confirmed by pressing Save on the SAP Standard Menu bar. * ๐Ÿงช **Audit Integrity:** Every modification is logged, preserving full traceability for compliance and statutory review. [ Read More ](javascript:void%280%29;) ![SAP FB02 Change Customer Documents](https://www.guru99.com/images/sap-fb02-change-customer-documents-tutorial.png) ## What Is Customer Document Change in SAP FI? A customer document in SAP FI is a posted accounting entry that records receivables, incoming payments, credit memos, or adjustments against a specific customer account. After posting, business situations frequently require minor corrections such as updating a reference, assignment, payment term, or text without reversing the original entry. Transaction code **FB02** provides the controlled mechanism to change customer documents while preserving postings, balances, and the underlying audit log. ## Why Change a Customer Document With FB02? Reversing a posted document creates additional clearing entries and clutters the ledger. FB02 lets the accountant update only the editable fields defined in Document Change Rules, leaving amounts, account assignments, and posting periods intact. This approach is faster, keeps reconciliation clean, and satisfies statutory requirements that every change be timestamped and traceable to a user. ## Steps to Change Customer Documents in SAP FB02 The following procedure walks through the standard SAP path to locate, edit, and save a customer document using transaction code FB02. **Step 1)** Enter Transaction Code FB02 in the SAP Command Field. [](https://www.guru99.com/images/sap/2012/07/CustDocCh01.png) **Step 2)** In the next screen, enter the following selection criteria: 1. Enter the Document Number of the document to be changed. 2. Enter the Company Code in which the document was posted. 3. Enter the [Fiscal Year](https://www.guru99.com/how-to-create-a-fiscal-year-variant.html) of the document. [](https://www.guru99.com/images/sap/2012/07/CustDocCh02.png) ## Edit the Document Header in FB02 **Step 3)** In the next screen, click on the _Document Header_ button to edit the document header fields. [](https://www.guru99.com/images/sap/2012/07/CustDocCh03.png) **Step 4)** Maintain the document header fields that are editable. The set of editable fields is governed by the Document Change Rules defined in Customizing. [](https://www.guru99.com/images/sap/2012/07/CustDocCh04.png) ### RELATED ARTICLES * [Open and Close Posting Period in SAP (S\_ALR\_87003642) ](https://www.guru99.com/how-to-open-and-close-periods-in-posting-period-variant.html "Open and Close Posting Period in SAP (S_ALR_87003642)") * [FD32 in SAP: Credit Control Area Tutorial ](https://www.guru99.com/credit-control-for-the-customer.html "FD32 in SAP: Credit Control Area Tutorial") * [Important Reports in SAP FI ](https://www.guru99.com/important-reports-sap-fi.html "Important Reports in SAP FI") * [How to perform Dunning: SAP F150 ](https://www.guru99.com/how-to-perform-dunning.html "How to perform Dunning: SAP F150") ## Edit the Document Line Items in FB02 **Step 5)** Select the document item for which you want to maintain item-level fields, then press the _Choose Details_ button. [](https://www.guru99.com/images/sap/2012/07/CustDocCh05.png) **Step 6)** Maintain the document item fields that are editable. As with the header, the editable set is controlled by Document Change Rules in Customizing. [](https://www.guru99.com/images/sap/2012/07/CustDocCh06.png) ## Save the Modified Customer Document **Step 7)** After changing the document header and item, press the _Save_ button on the [SAP](https://www.guru99.com/sap-training-hub.html) Standard Menu bar to save the changed document. [](https://www.guru99.com/images/sap/2012/07/CustDocCh07.png) ## Verify the Customer Document Change After saving, use transaction **FB03** (Display Document) to confirm the updated values. From the menu choose _Environment > Document Changes_ to view the change log: the user ID, timestamp, field name, old value, and new value are recorded for every modification, providing a complete audit trail for internal and external review. ## FAQs ๐Ÿ“ Which fields can be changed using FB02 in SAP FI? Editable fields depend on the Document Change Rules configured in Customizing. Typically Reference, Assignment, Text, Payment Term, Payment Method, and Dunning data are open for change. Posting amount, account, posting date, and company code remain locked to safeguard ledger integrity. ๐Ÿ” How can I review who changed a customer document? Open the document in FB03 and choose Environment then Document Changes. SAP displays the user ID, date, time, field name, old value, and new value for every change, giving a complete audit trail for compliance and internal control review. ๐Ÿ“‘ What is the difference between FB02 and FB08? FB02 changes editable fields on a posted customer document while keeping the original posting intact. FB08 reverses the document entirely by creating an offsetting entry. Use FB02 for corrections, FB08 only when the original posting itself is wrong. ๐Ÿค– How does SAP Joule assist accountants with customer document changes? SAP Joule, the generative AI copilot embedded in S/4HANA, helps accountants locate documents by natural language search, suggests likely correction fields, drafts justification text, and surfaces related open items so changes happen faster and with fewer manual lookups. ๐Ÿง  How is AI strengthening SAP document audit trails? AI services in SAP scan change logs for anomalous edit patterns, cluster repeated corrections by user or field, and flag entries that may indicate process gaps or fraud risk. This turns the FB02 change history into a continuous control rather than a periodic review artifact. #### Summarize this post with: ChatGPT Perplexity Grok Google AI **Stay Updated on AI** **Get Weekly AI Skills, Trends, Actionable Advice.** ##### Sign up for the newsletter Subscribe for Free You have successfully subscribed. Please check your inbox. ![AI-Newsletter]() Chosen by over **350,000+** professionals [Scroll to top ](#wrapper)Scroll to top ร— Toggle Menu Close Search for: Search ```json 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