BPI-S4HANA-FI-MM-Config - Unit 1: Organizational Structure for Financial Accounting

Aug 31, 2026

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Step-by-step SAP S/4HANA and Fiori Launchpad configuration guidance for Financial Accounting (FI) and Material Management (MM), focusing on organizational structure needed for FI setup. The unit explains how to enable technical names and configure message/notification visibility in SAP GUI, then walks through exercises to create a company code, define the chart of accounts, assign company code relationships to accounts and fiscal year variants, establish credit control areas, and link them to the company code. Includes required field entries and recording system messages.

LanguageEnglish

CategoryPresentations

FormatDOCX

Pages116

Reading Time41 min

AccessFree to download

Unit 1: Organizational Structure for Financial Accounting

Initial Setup Options

EX 1 - Create Company Code

EX 2 - Create Chart of Accounts

EX 3 - Assign Company Code to Chart of Accounts

EX 4 - Assign Company Code to Fiscal Year Variant

EX 5 - Create Credit Control Area

EX 6 - Assign Company Code to Credit Control Area

EX 7 - Assign Permitted Credit Control Areas to Company Code

Business Process Integration ERP Configuration for FI & MM modules using Pen Company These Pen Company exercises were designed to work with SAP’s S/4HANA and a Fiori Launchpad Configured To emulate each Unit’s exercises. Unit 1: Organizational Structure for Financial Accounting Initial Setup Options: To display technical names of transaction codes, use: Extras -> Settings Display Technical Names To display messages: Click More on the toolbar Click “SAP GUI settings and actions” from the drop-down menu Click “Options” from the drop-down menu Expand the Interaction Design folder Click on “Notifications” under the Interaction Design folder Under the “Messages” section choose the following: Reminders: Use /n to move from transaction screen to the next without going through the main menu or as an option to return to the main menu. Use /o to open a new session. 01 – Create 02 – Change 03 – Display Use F4 on your keyboard to go to the options screen for the selected field. Use F4 then F2 to display current date. EX 1: Create Company Code Double Click on Edit company Code Data. Click on to define your company. Enter the following information: Company: C _ _ _ (where _ _ _ is your BPI #) (Include the “C”) Company Name: (Your Name) Pen Inc. (e.g., John Doe Pen Inc.) City: Vermillion Country: US Currency: USD Language Key: EN Hit Save – Enter the following information Title: Company Name: (Your Name) Pen Inc. (e.g., John Doe Pen Inc.) Search term 1/2: _ _ _ Street: Forest Avenue House number: 123 Postal code: 57039 City: Vermillion Country: US Region: SD Language: EN Hit Enter – 2) Hit OK 3) Hit Exit – 4) Hit Cancel – Record the system message: EX 2: Create Chart of Accounts Click on the button. Enter the following information: Chart of Accts: C_ _ _ Description: Chart of Accounts – Pen Inc. _ _ _ Maint. Language: English Length of G/L Account Number: 6 Hit Save – Hit Ok - And Exit – Record the system message: EX 3: Assign Company Code to Chart of Accounts Find your Company Code C_ _ _ Enter the following information: Chrt/Accts C_ _ _ Hit Save – Hit Ok- And Exit – Record the system message: EX 4: Assign Company Code to Fiscal Year Variant Find your Company Code C_ _ _ Enter the following information: Fiscal Year Variant K1 (Cal. Year, 1 Special Period) Hit Save – Hit Ok- And Exit – Record the system message: Please notify your instructor if you encounter problems in saving your entry due to the table locking mechanism. EX 5: Create Credit Control Area Click on the button. Enter the following information: Cred. Contr. Area C_ _ _ Currency USD (Back) Description Pen Inc. Credit Control Dept. _ _ _ Hit Save – Hit Ok- And Exit – Record the system message: EX 6: Assign Company Code to Credit Control Area Find your Company Code C_ _ _ Enter the following information: CCAr field C_ _ _ Hit Save – Hit Ok - And Exit – Record the system message: EX 7: Assign Permitted Credit Control Areas to Company Code Click on the button. Enter the following information: Company Code C_ _ _ Cred. Contr. Area C_ _ _ Hit Save – Hit Ok - And Exit – Record the system message: Unit 2: Organizational Structure for Material Management (MM) EX 8: Verify Valuation Area The defined valuation level is preset at the plant level. Hit Ok - And Exit – EX 9: Define Plant Double click on Define Plant Click on the button. Enter the following information: Plant: P_ _ _ (_ _ _ = your BPI number) Name: Pen Inc. Warehouse _ _ _ Name 2: Plant _ _ _ Hit Save – Enter the following information in the Address pop-up: Title: Company Name: Pen Inc. Warehouse _ _ _ Plant _ _ _ Search term 1/2: _ _ _ Street/House Number: Glen Avenue 123 Postal Code/City: 57069 Vermillion Country: US Region: SD 1) Hit Enter - 2) Hit Ok - Enter the following information: Factory Calendar: US Hit Save – 2) Hit OK - 3) Hit Exit – Record the system message: EX 10: Define Storage Locations (Inventory and Quality) Enter the following information: Plant P_ _ _ Hit Continue Hit OK

FAQs

How can technical names of transaction codes be displayed in SAP GUI?

Use Extras -> Settings, then enable Display Technical Names.

What are the main steps to create a company code in Unit 1?

Open Edit company Code Data, enter company code and required company details (company name, city, country, currency, and language), then save and record the system message.

How is a credit control area configured and linked to a company code?

Create the credit control area with currency and description, then assign the company code to the credit control area, and finally define permitted credit control areas for the company code.

Aug 31, 2026

Upload by Terk