IM in SAP ( Investment Management ) Training tutorial

The Investment Management (IM) component provides functions to support the planning, investment, and financing processes for:

  • • Capital investments, such as the acquisition of fixed assets as the result of-house production or purchase
  • Investments in research and development
  • Projects that fall primarily under overhead, such as continuing education of employees or establishing new markets
  • Maintenance programs

For information on implementing the IM component, refer to the Implementation Guide (IMG) for Investment Management. Choose R/3 Customizing Implementation Guide → Investment Management.

Contents of this IM in SAP ( Investment Management ) Training tutorial

Investment Management (IM)……………. 8

Investment Management (Overview) …………… 9

Investment Programs. 12

The Investment Program………….. 13

Structure of the Investment Program………… 16

Master Data Maintenance ………. 19

Creating the Program Definition………….. 22

Creating the Program Positions and Structure ……… 24

Connection between Programs and Measures ………….. 25

Mandatory Assignment of Measures and Appropriation Requests to Programs………… 27

Multiple Assignment of Investment Measures ………. 29

Assignment of WBS Elements ……………. 31

Automatic Assignment of Maintenance Orders……… 33

Reassignment of Subordinate Objects…. 35

Reassigning Measures and Appropriation Requests…………. 36

Investment Programs in the Enterprise Organization …. 37

Relationship Program Positions and Enterprise Organization…. 39

Time-Dependence of Assignment……….. 42

Processing of Unassigned Program Positions………. 44

Generation of Investment Programs from Organizational Units……. 46

Inheritance of Organizational Units ………….. 48

Planning and Budgeting of Investment Programs……… 50

Value Categories of Investment Programs .. 52

Cost Planning on the Investment Program .. 54

Versions for Planning ………… 56

Authorization Levels for Versions …… 60

Planning (Bottom Up)………… 62

Budgeting of Investment Programs ………….. 63

Distribution of Budget from the Program Position to the Measures………….. 64

Blanket Asset Budgets….. 66

Investment Program Budgeting (Top Down) ……. 68

Distributing Budget to Measures…….. 69

Budget Categories……………. 70

Supplements and Returns………. 73

Posting Budget Supplements or Returns to Investment Program Positions. 75

Posting Budget Supplements or Returns to Measures …………… 76

Fiscal Year Change….. 77

Opening a New Approval Year… 80

Opening a New Approval Year……………. 83

Closing the Old Approval Year … 84

Repeat Run of Fiscal Year Change………….. 86

Budget Carryforward  87

Example: Performing Budget Carryforward ………….. 89

Authorizations…………. 92

Status Management…. 93

Upload/Download of Investment Programs.. 94

BAPIs for Investment Programs .. 98

Appropriation Requests…………. 100

Appropriation Request…………… 102

Processing of Appropriation Requests ……. 104

Master Data at the Appropriation Request Level …. 106

Processing Options …………. 109

Editing Appropriation Requests ……. 112

Master Data Maintenance … 113

Screen Layout ……………. 114

Number Assignment……. 117

Coding Mask for the Appropriation Request Number ………. 119

Document Management. 121

Assignment to an Investment Program………….. 122

Mass Maintenance…….. 124

Processing Variants…………….. 127

Appropriation Request Variants ………… 128

Master Data at the Variant Level……….. 130

Processing Appropriation Request Variants …… 131

Functions of the Appropriation Request Type………….. 132

Alternate Appropriation Requests ………….. 134

Status Management.. 137

System Status Management …. 138

User Status Management……… 140

Cost and Revenue Planning for Appropriation Requests …………. 142

Cost Planning for Individual Appropriation Requests… 144

Carrying Out Individual Planning……….. 145

Overview Planning. 146

The Use of Overview Planning………….. 149

Easy Cost Planning for Appropriation Requests ………. 150

Processing a Cost Estimate for an Appropriation Request……. 152

Editing Costing Models and Assigning Attributes … 153

Creating and Assigning Characteristics…………. 158

Structuring the Entry Screen………… 160

Defining Derivation Rules ……………. 162

Template for Easy Cost Planning …………….. 163

Revenue Planning and Preinvestment Analysis ………. 165

Planning in the Implementation Phase……. 168

Approval Process for Appropriation Requests ………… 170

Partner Management…………… 172

Functions for the Approval Process ……….. 174

Starting the Approval Process…………… 176

Giving Approval in Master Data Transaction……….. 177

Giving Approval using Workflow ……….. 178

Replacement by a Measure for Implementation……….. 179

Replacing with a Measure …….. 183

Authorizations……….. 184

Archiving of Appropriation Requests………. 185

BAPIs for Appropriation Requests ………….. 186

Measures (Orders/Projects)…….. 188

Investment Measures  189

Features of Investment Measures……………. 191

Deciding between Orders and Projects…… 192

Control Functions of the Investment Profile …………….. 194

Master Data Maintenance …….. 197

Cross-Company-Code Measures…………… 201

Planning and Budgeting Measures ………… 202

Statistical Budget Monitoring for Direct Capitalization . 203

Debits on Investment Measures. 207

Acquisitions ……….. 209

Posting Charges to Financial Accounting …………… 211

Ordering Process… 212

Creating Purchase Requisitions………… 215

Creating Purchase Orders .. 216

Posting Goods Receipts…… 217

Posting Invoice Receipts….. 218

Down Payments …. 219

Graphic: Full Settlement of Down Payments ………. 221

Posting Down Payments ….. 222

Goods Issue from the Warehouse………….. 223

Posting Goods Issue from the Warehouse …………. 224

Activity Allocation and Overhead……………. 225

Posting Activity Allocation … 226

Retirements ……….. 227

Posting Retirement without Revenue (Scrapping) .. 228

Transfers …………… 229

Reposting from an Investment Measure …………….. 231

Investment Support and Special Depreciation …………. 232

Periodic Posting of Investment Support 233

Settlement of Investment Measures ………… 234

Flow of Values during Settlement…………… 237

Settlement Rules … 238

Parameters for Settlement .. 240

Periodic Settlement to CO Receivers…. 242

Periodic Settlement to an Asset under Construction ……………. 244

Settlement of Objects Subordinate to a Measure … 248

Full Settlement of an Investment Measure………….. 249

G/L Accounts and Cost Elements for Settlement…. 252

Account Assignment for Settlement ……….. 254

Settlement Rule with Source Structure . 256

Settlement Rules for Line Item Settlement………….. 257

Entering Account Assignment for Line Item Settlement (Periodic and Full) …………….. 258

Entering Blanket Settlement (Periodic Settlement w/ Source Structure) …. 259

Entering Account Assignment for Blanket Settlement (Full Settlement)….. 260

Settlement …………. 261

Carrying Out Settlement…… 264

Interest in the Under Construction Phase… 265

Graphic: Customizing Settings for Calculating Interest 269

Graphic: Interest Profile with Several Percentage Rates …………… 270

Currencies …………….. 271

Authorizations……….. 273

Legacy Data Transfer  274

IM Information System ……………. 277

Standard Reports…… 278

Reporting from Investment Program Viewpoint………… 279

Standard Reports (Current Data) ………. 280

Plan values.. 281

Budget Values…………… 282

Availability of Budget Resources ….. 284

General Value List………. 286

Standard Reports (Summarization)……. 287

Reporting from Appropriation Request Viewpoint …….. 288

Origin from Asset Viewpoint ….. 290

Depreciation Simulation……….. 292

Depreciation Simulation with Planned Investments  293

Example: Reducing Depreciation (Plan) by Capitalizations. 295

Example: Reducing Depreciation (Plan) Using Reversal …. 298

Base Value for Depreciation Simulation for Planned Investments …………. 301

Example 1 … 304

Example 2 … 305

Example 3 … 306

Primary Cost Planning…………. 307

Carrying Out Cost Planning. 311

Basic Drilldown Reporting Functions ……… 312

Report Interfaces and Navigation ……………. 314

Reporting from Consolidation Viewpoint…. 316

User-Defined Drilldown Reports  318

Example: Definition of a Drilldown Report.. 322

Characteristics and Key Figures ……………. 324

Drilldowns and Forms in Standard Report Tree……….. 327

Information System with Summarization…. 330

Characteristics and Key Figures (Summarization)……. 334

Special Considerations for Summarizing from Local Systems …… 337

Upload/Download of Summarized Data ….. 340

Read this IM in SAP ( Investment Management ) Training tutorial


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