Managing Documents in the Manage Bank Accounts Fiori app

Objectives

After completing this lesson, you will be able to:

  • Manage a document in the attachment section of the Manage Bank Accounts Fiori app

Documents in the Manage Bank Accounts Fiori app

What is the Manage Bank Accounts Fiori app?

The Manage Bank Accounts Fiori app is a tool within the SAP S/4HANA system, primarily designed to streamline and digitalize the management of bank account data. The app enables users to:

  • Create and maintain banks and their associated accounts.
  • View, edit, display, and monitor bank account information
  • Track changes made to the bank accounts.

This solution provides transparency, security, and efficiency for managing bank details and bank account-related documents in a company.

How to Upload a Document in Attachments?

The Manage Bank Accounts Fiori app allows you to store necessary documents in the system.

After selecting specific criteria such as company code, account number, and bank key, choose the bank account where you want the documents attached.

Tick the selected account and go to its details on the right side. From there, navigate to the Attachments tab, choose Edit, and then choose Upload from the Attachment line.

Finally, select the document to be uploaded. The uploaded files can be viewed in the "Attachments" section.

Business Scenario: How to Edit a Document in Attachments

Page’s manager emails her with a request – she needs Page to update a document for a treasury bank account. Page must use the Manage Bank Accounts Fiori app to execute this request.

Page needs to learn how to do the following:

  • Update a document in the Manage Bank Accounts Fiori app

Page's Summary

The Manage Bank Accounts Fiori app allows you to store required documents in the system. You can select a bank account and view further details. The app offers various options, including the ability to rename or delete documents from the Attachments menu.

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