AC350 Configuration for Investment Management

Transcription

1 Configuration for Investment Management SAP ERP - Financials Course Version: 98 Course Duration: 2 Day(s) Publication Date: 2013 Publication Time:

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3 Contents Contents Course Overview... v Course Goals... v Course Objectives... v Unit 1: Overview of Business Processes in Investment Management... 1 Understanding Business Processes of IM... 1 Unit 2: Investment Programs... 2 Investment Program... 2 Unit 3: Appropriation Requests... 3 Appropriation Requests... 3 Unit 4: Projects as Investment Measures... 4 Projects as Investment Measures... 4 Unit 5: Information System... 5 Configuring the IM Information System SAP AG. All rights reserved. iii

4 Contents 2013 SAP AG. All rights reserved. iv

5 Course Overview Course Overview This course provides a brief overview of Investment Management business processes. It will also discuss the various steps required to customize IM, including configuring investment programs, configuring appropriation requests, configuring investment projects as investment measures, modifying existing drilldown reports, and configuring the summarization database. Target Audience This course is intended for the following audiences: Members of the project team who are responsible for implementing the Investment Management (IM) component Course Prerequisites Required Knowledge AC020 Business Processes in Investment Management Recommended Knowledge Basic knowledge of SAP Project System (PS), Internal Orders (CO-OM-OPA), and Maintenance Orders (PM-WOC-MO) Course Goals This course will prepare the participant to: Configure the following Investment Management objects: Investment Program Appropriation Request Investment Projects as Investment Measures Course Objectives After completing this course, the participant will be able to: Configure investment programs Configure appropriation requests Configure investment projects as investment measures Modify existing drilldown reports Configure the summarization database 2013 SAP AG. All rights reserved. v

6 Course Overview 2013 SAP AG. All rights reserved. vi

7 Unit 1 Overview of Business Processes in Investment Management Unit Overview This unit gives you an overview of the business processes in IM. It also provides an overview diagram for the SAP objects used in the course. Lesson: Understanding Business Processes of IM Lesson Objectives After completing this lesson, the participant will be able to: Describe the most important business processes of the Investment Management application 2013 SAP AG. All rights reserved. 1

8 Unit 2 Investment Programs Unit Overview This unit describes the most important Customizing settings, including Defining program types, maintaining allowed values for various fields Generating investment programs from other organizational hierarchies Uploading and downloading investment programs Defining planning and budget profiles Specifying budget distribution to measures Assigning maintenance orders automatically for investment programs Lesson: Investment Program Lesson Objectives After completing this lesson, the participant will be able to: Define program types Maintain allowed values for various fields Generate investment programs from other organizational hierarchies Upload and download investment programs Define planning and budget profiles Specify budget distribution to measures Assign maintenance orders automatically 2013 SAP AG. All rights reserved. 2

9 Unit 3 Appropriation Requests Unit Overview This unit describes the most important Customizing settings for appropriation requests, including: Entering the screen layout for appropriation requests Defining partner determination procedures and partner functions Specifying number assignment and coding masks for the appropriation request number Defining appropriation request types Defining allowed entries for master data fields and user fields Setting up plan profiles for plan costs and plan revenue Specifying yield curves for determining the net present value Defining approval workflows Lesson: Appropriation Requests Lesson Objectives After completing this lesson, the participant will be able to: Enter the screen layout for appropriation requests Define partner determination procedures and partner functions Specify number assignment and coding masks for the appropriation request number Define appropriation request types Define allowed entries for master data fields and user fields Set up plan profiles for plan costs and plan revenue Specify yield curves for determining the net present value Define approval workflows 2013 SAP AG. All rights reserved. 3

10 Unit 4 Projects as Investment Measures Unit Overview This unit explains the system settings required for investment measures (using projects as an example), including: Defining project profiles and investment profiles Defining plan and budget profiles and make settings for availability control Specifying settlement structures, source structures, and settlement profiles Defining capitalization keys Setting up statistical budget monitoring Listing Customizing differences between investment projects and investment orders Lesson: Projects as Investment Measures Lesson Objectives After completing this lesson, the participant will be able to: Define project profiles and investment profiles Define plan and budget profiles and make settings for availability control Specify settlement structures, source structures, and settlement profiles Define capitalization keys Set up statistical budget monitoring List Customizing differences between investment projects and investment orders 2013 SAP AG. All rights reserved. 4

11 Unit 5 Information System Unit Overview This unit explains the system settings required for using the Investment Management Information System, such as adapting the standard area menus to the special needs of your enterprise, defining status selection profiles, working with forms and drilldown reports, changing existing drilldown reports, and generating summarization databases. Lesson: Configuring the IM Information System Lesson Objectives After completing this lesson, the participant will be able to: Adapt the standard report tree to the special needs of your enterprise Define status selection profiles Work with forms and drilldown reports Change existing drilldowns Generate summarization databases 2013 SAP AG. All rights reserved. 5