IM Configuration

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TABLE OF CONTENTSINTRODUCTION.........................................................................................................5 1 Investment Programs ..............................................................................................7

1.1 Master Data ......................................................................................................7 1.1.1 Define Program Types ........................................................................... 7

1.1.2 Define Person Responsible .................................................................... 91.1.3 Define Reasons for Investment............................................................101.1.4 Define Priorities...................................................................................111.1.5 Define Scale .........................................................................................12

1.1.6 User Fields ...........................................................................................131.1.7 Specify Status Profile...........................................................................15

1.1.8 Assign Status profile to Program Type ................................................241.1.9 Special Symbol ....................................................................................251.1.10 Coding Mask........................................................................................26

1.1.11 Specify Automatic Assignment of Program Positions.........................271.1.12 Define Assignment Key.......................................................................291.1.13 Choose Organizational Units for Investment Programs ......................32

1.1.14 Generate Programs from Profit Center or Cost Center Hierarchy(IM25) .................................................................................................. 33

1.2 Planning in Program ....................................................................................36 1.2.1 Maintain Planning Profiles ..................................................................36

1.2.2 Assign Program Type to Planning Profile ...........................................381.2.3 Assign Version to Approval Year or Program Type ...........................391.2.4 Define Authorization Levels for Plan Versions...................................41

1.2.5 Assign Version to an Authorization Level...........................................431.2.6 Define Number Ranges for Pla nning Line Items.................................44

1.3 Budgeting in Program .................................................................................. 45 1.3.1 Define Budget Profiles for Investment Programs ................................451.3.2 Assign Budget Profile to Program Type..............................................46

1.3.3 Define Number Ranges for Budgeting Line Items ..............................471.3.4 Specify Budget Distribution ................................................................49

1.3.5 Specify Program Type in Budget Profile .............................................501.3.6 Store Budget Profile in Project Profile ................................................511.3.7 Specify Program Type in Budget Profile .............................................52

1.3.8 Specify Budget Profile in Order Type .................................................55

2 Appropriation Requests ............................................................................... 56 2.1 Master Data ...................................................................................................56

2.1.1 Define Screen Layout for Appropriation Requests..............................562.1.2 Specify Tab Layout for Appropriation Requests .................................59

2.1.3 Process Selection Criteria ....................................................................612.1.4 Define Partner Determ. Procedure and Partner Functions...................64

2.1.5 Assign User Status to Approp. Request Type......................................682.1.6 Maintain Appropriation Request Types...............................................712.1.7 Define Number Assignment .................................................................75

2.1.8 Define Scores.......................................................................................812.1.9 Enter Short Descriptions for User Fields .............................................81

2.1.10 Specify Special Symbols for Approp. Request Number......................832.1.11 Maintain Coding Masks for Approp. Request Number.......................842.1.12 Restrict and Convert Coding Mask......................................................85




2.2 Cost Planning ................................................................................................ 87 2.2.1 Process Costing Variants .....................................................................872.2.2 Define Planning Profiles for Cost Planning.........................................892.2.3 Assign Approp. Request Type to Planning Profile ..............................91

2.2.4 Define Planning profile for Revenue Planning ....................................932.2.5 Assign Approp. Request Type to Planning profile ..............................94

3 Internal orders as Investment measures .................................................. 95 3.1 Master Data ...................................................................................................95

3.1.1 Define Screen Layout for Asset Master Data ...................................... 95

3.1.2 Define Asset Classes ............................................................................983.1.3 Define Model Orders ......................................................................... 1003.1.4 Define Order Types............................................................................ 103

3.1.5 Define Investment Profile .................................................................. 111

3.2 Planning and Budgeting ............................................................................116 3.2.1 Maintain Planning Profiles ................................................................ 1163.2.2 Maintain Budget Profile..................................................................... 1203.2.3 Define Tolerance Limits for Availability Control............................. 123

3.2.4 Display of Active Account Assignment Objects ............................... 124

3.3 Settlement ...................................................................................................126 3.3.1 Maintain Allocation structure ............................................................ 1263.3.2 Maintain Settlement Profile ............................................................... 131

3.4 Capitalization Values per Depreciation Area .........................................134 3.4.1 Define Capitalization Versions .......................................................... 1343.4.2 Maintain Capitalization Keys............................................................. 138

3.4.3 Determine Accounts for Nonoperating Expense ............................... 141

4 Projects as Investment Measures ...........................................................144 4.1 Master Data .................................................................................................144

4.1.1 Define Field Selection........................................................................ 1444.1.2 Define Project Profile......................................................................... 150

4.1.3 Define Investment Profile .................................................................. 1574.1.4 Maintain Planning Profiles ................................................................ 1584.1.5 Maintain Budget Profile..................................................................... 162

4.1.6 Define Tolerance Limits for Availability Control............................. 164




INTRODUCTION

Investment Management (IM) component provides the functionality to support

the planning, investment and financing processes for:

Ø Capital Investments – Acquisition of fixed assets which are either

procured or constructed in-houseØ Project – that are under the category of the overheadØ Maintenance programs

The term investment is thus not limited only to investments you capitalize for

book keeping. An investment can be any measure that causes costs, and that may onlygenerate revenue or provide other benefits after a certain time period has

elapsed.

The IM component thus facilitates managing investments in the area of fixedassets. Financial assets are managed in the Treasury component.

The Investment Management consists of the following components:-

1) Investment Program2) Appropriation Requests3) Investment Measures4) Information system

The Investment Management component uses internal orders from OverheadCost Controlling and PM orders from Plant Maintenance (PM), as well as work

breakdown structure (WBS) elements from the Project System (PS).

The integration with Asset Accounting (FI-AA) enables easily to capitalize thecosts of internal orders and WBS elements that require capitalization to fixedassets . Costs that are not to be capitalized can be settled to cost accounting.

Let us proceed for the c onfiguration.







1 Investment Programs

For configuration we use the following path on the SAP application screen:-

SAP Menu à Toolsà AcceleratedSAPà Customizing à SPRO - Edit

Project à

The above path will not refer henceforth; we will directly refer to the IMGnode.

1.1 Master Data

1.1.1 Define Program Types

IMGà Investment Managementà Investment Programsà Master Dataà

Define Program Types

The program type serves to classify investment programs and containsimportant control information. When you create a program definition, you haveto assign each program to a program type.

Click on




Update the following:-

Click on

Double click

Click on





Click on

1.1.2 Define Person Responsible

IMGà Investment Managementà Investment Programsà Master Dataà Allowed Values for Certain Master Data Fields à Define Person Responsible

Here you define which employees can be responsible for the entire programor for program positions. You can enter the name of the person responsible

in the master data of the respective program definition/program position.

You can limit access to the planning and budgeting of program positions usingthe authorization object "person responsible."

Click on





Click on

1.1.3 Define Reasons for Investment

IMGà Investment Managementà Investment Programsà Master Dataà Allowed Values for Certain Master Data Fields à Define Reasons forInvestment

Here you define the allowed characteristic values for the master data fieldinvestment reason.




The reason for investment allows you to classify asset investments accordingto their purpose (for example, as a replacement, acquisition).

You store the characteristic values for the investment reason

• in the asset master record• or in the program positions

You can use them as sort keys for reporting.

Click on


Click on

1.1.4 Define Priorities

IMGà Investment Managementà Investment Programsà Master Dataà Allowed Values for Certain Master Data Fields à Define Priorities

There are already priorities available in standard SAP.

If you require additional ones you can configure your own priorities.

We will use the standard priorities.




1.1.5 Define Scale


Allowed Values for Certain Master Data Fields à Define Scale

Click on





Click on

1.1.6 User Fields

IMG à Investment Management à Investment Programs à Master Data à User Fieldsà Enter Short Descriptions for User Fields

You enter short descriptions and key words for user fields 1-12. The systemdisplays these short descriptions in the screens and reports in which the user

fields appear.

The entries you make here apply in all clients.







Click on

1.1.7 Specify Status Profile


User Status à Specify Status Profile

Click on


Click




Double click





Click on

Click




Select

Select

Click on

Double click




Click




Click on

Double click




Click











Click on

1.1.8 Assign Status profile to Program Type


User Status à Assign Status Profile to Program Type

Here you assign a status profile to your program types. The system then usesthis status profile for all programs of this program type





Click on

1.1.9 Special Symbol

IMGà Investment Managementà Investment Programsà Master Dataà Coding Mask for the Position Keyà Special Symbol





Click on

1.1.10 Coding Mask


Coding Mask for the Position Keyà Coding Mask

Here you specify the coding screen for the preparation of program positionIDs by the system. The edit screens determine the structure and symbols thatcan be used for position IDs.

Using the initial places in the position ID, the system determines which editscreens it should use.

You can use the following symbols for editing:

X as placeholder for alphanumeric symbols0 as placeholder for numeric symbols

special characters for formatting the position IDIn addition, you can also use a block indicator. If you set the indicator, then it

is not possible to create new program positions with this edit screen.Example

You have already specified, in the configuration menu under Special symbol that 1 is the number of relevant initial places of the position ID, and that thespecial symbols / and - are allowed.You specify the following edit screen for Z as the initial place: /000-XXX-

000/XXXXThe position number Z453BLM55ELEK is adapted to Z/453-BLM-555/ELEK.

The position number ZA53BLM555ELEK is rejected, because the secondplace is not numeric, as required by the edit screen.The position number Z453BLM is rejected, because it is too short according to

the edit screen.

Click on





Click on

1.1.11 Specify Automatic Assignment of Program Positions

IMG à Investment Management à Investment Programs à Master Data à Assignment of Maintenance Ordersà Specify Automatic Assignment of

Program Positions

Here you make the system settings for the automatic assignment ofmaintenance orders to corresponding investment program positions

You can assign maintenance orders to an investment program in the sameway as you assign investment measures (WBS elements or orders). Usingthis method, you can plan and budget maintenance activities using the

investment program.




Compared to investment measures, maintenance orders are usually createdmuch more frequently. Therefore, the system provides functions forautomatically assigning maintenance orders to an investment programposition.

This Customizing activity lets you define whether project numbers, which aremaintained in the master data of maintenance objects, or investment program

numbers, should be automatically transferred into the maintenance order orservice order.

PM01 is a Maintenance order type.

Take a drop down in the field copy assignment next to order type PM01 by

pressing function key F4 on the key board.




Select 1

Click on

1.1.12 Define Assignment Key


Assignment of Maintenance Ordersà Define Assignment Key

Here you can define for each assignment key the fields which can be used forautomatically determining an investment program.

This concerns fields in the maintenance order or fields from the maintenance

master data of the reference object, for example, of the functional location orthe equipment which is assigned to the order.

An order can always only be assigned to exactly one position in an investment

program. If the automatic search does not find a unique solution, for example,because the data in the program positions does not allow one unique solution,then no investment program is automatically assigned. During order

processing, the user is informed with an appropriate message.




Double click

Click on


Click on

Double click








Click on

1.1.13 Choose Organizational Units for Investment Programs


Generate Inv. Program from Organizational Unitsà Maintain Organiz. Unitsas Levels for Investment Programs

Specify the structure of the investment program being generated by using

existing organizational units as a basis.

Click on





Click on

1.1.14 Generate Programs from Profit Center or Cost Center

Hierarchy (IM25)


Generate Inv. Program from Organizational Unitsà Generate Programs fromProfit Center or Cost Center Hierarchy

Here you generate investment programs corresponding to the structure ofyour enterprise, using your profit center or cost center hierarchies.

This step should only be performed if you want the investment structureto exactly correspond with your cost center hierarchy.




Click




Click

Remove the

Click




1.2 Planning in Program

1.2.1 Maintain Planning Profiles

IMGà Investment Managementà Investment Programsà Planning inProgram à Cost Planningà Maintain Planning Profiles

Here we maintain planning profiles for investment programs.

You need planning profiles for the planning methods below:-

ü Overall planning for internal ordersü Hierarchy cost planning for projectsü Cost planning for investment programs or investment measures, and

for appropriation requests.




Click on





Click on

1.2.2 Assign Program Type to Planning Profile

IMGà Investment Managementà Investment Programsà Planning in

Program à Cost Planningà Assign Program Type to Planning Profile

Here we need to assign the program type Z910 created earlier to the planning

profile.





Click on

1.2.3 Assign Version to Approval Year or Program Type

IMG à Investment Management à Investment Programs à Planning in

Programà

Versionsà

Assign Version to Approval Year or Program Type

Click on





Click on




1.2.4 Define Authorization Levels for Plan Versions


Programà Versionsà Define Authorization Levels for Plan Versions

Here you define authorization levels for plan versions. Authorization levels

help to reflect the various stages of the approval process for plan values of aninvestment program.

You can assign an authorization level to a given version. This restricts theprocessing of the plan values of this version to those users who have

authorization for the given authorization level. You can increase theauthorization level of a plan version step-by-step.

Double click






1.2.5 Assign Version to an Authorization Level

Investment Managementà Investment Programs à Planning in Programà Versionsà Assign Version to an Authorization Level

Here we specify which authorization level is allowed to be used for processinga given version.

In order to enter plan values for this version then, users need authorization for

this authorization level.


Click on




1.2.6 Define Number Ranges for Planning Line Items


Programà Define Number Ranges for Planning Line Items

Changes to planned values are documented and can thereby be uniquely

identified.In this step, you can change (reset) the number range intervals for the

assignment of line items within the framework of planning capital investmentprograms. The system uses the number range 11 for planning capitalinvestment programs.

SAP delivers intervals for number range 11. You can use these intervals

without making any changes.

We will use the standard number range.

Click




1.3 Budgeting in Program

1.3.1 Define Budget Profiles for Investment Programs

IMG à Investment Management à Investment Programs à Budgeting inProgramà Define Budget Profiles for Investment Programs

Here we define the budget profiles for capital investment programs. Thebudget profile contains the parameters for controlling the budgeting

transaction.

Click on







Click on

1.3.3 Define Number Ranges for Budgeting Line Items

IMG à Investment Management à Investment Programs à Budgeting inProgramà Define Number Ranges for Budgeting Line Items

Changes in budget values are documented, and can therefore be uniquelyidentified.

Here you can change (reset) the number range intervals for the assignment ofline items within the framework of budgeting for capital investmentprograms. The system uses number range 10 for the budgeting of capitalinvestment programs.




SAP supplies the needed intervals for number range 10. You can use theseintervals without making any changes.

If needed, change the intervals delivered for number range 10.

We will use the existing number interval

Click




1.3.4 Specify Budget Distribution

IMG à Investment Management à Investment Programs à Budgeting inProgramà Budget Distribution to Investment Measures àSpecify BudgetDistribution

Here you determine the program types, for which budget distribution should

take place from the investment program to the individual measure (no directbudgeting of the individual measures).

The system sets the appropriate indicator in the programs of this programtype, at the level of the program position. However, you can still change theindicator at the level of the p rogram position.


Click on




1.3.5 Specify Program Type in Budget Profile

IMG à Investment Management à Investment Programs à Budgeting inProgramà Budget Distribution to Investment Measures à Control of ProjectBudget via Budget Profile/Program Type à Specify Program Type in Budget

Profile

Here you assign a program type to budget profile.





Click on

1.3.6 Store Budget Profile in Project Profile

IMG à Investment Management à Investment Programs à Budgeting inProgramà Budget Distribution to Investment Measures à Control of Project

Budget via Budget Profile/Program Type à Store Budget Profile in ProjectProfile





Click on

1.3.7 Specify Program Type in Budget Profile

IMG à Investment Management à Investment Programs à Budgeting inProgramà Budget Distribution to Investment Measures à Control of Order

Budget via Budget Profile/Program type à Specify Program Type in BudgetProfile

Before we maintain this step we need to create Budget profile in the following

step;-

IMGà Investment Managementà Internal Orders as Investment Measures

à Planning and Budgetingà Maintain Budget Profile




Double click

Click on










Click on

2 Appropriation Requests

2.1 Master Data

2.1.1 Define Screen Layout for Appropriation Requests

IMG à Investment Management à Appropriation Requests à Master Dataà Control Dataà Define Screen Layout for Appropriation Requests

Here you define the screen layout of the master record screens forappropriation request. The screen layout control you define is valid for the

whole client.You can define modifiable and influencing fields in each screen layout control:For the modifiable fields, you use an indicator to specify how the individual

fields are shown on the screenFor the influencing fields, you determine how the modifiable field is shown on

the screen based on a given value.








Click on






Select

Double click

Likewise you can create your own tab layout








Double click

Select

Double click






Double click

Click

Double click




Click

Double click




Select

Double click





Click

2.1.5 Assign User Status to Approp. Request Type

IMG à Investment Management à Appropriation Requests à Master Dataà Control Data à User Status à Assign User Status to Approp. RequestType




Double click





Click on

Double click





Click on

2.1.6 Maintain Appropriation Request Types

IMG à Investment Management à Appropriation Requests à Master Dataà Control Dataà Maintain Appropriation Request Types

Here you define the appropriation request types.

The appropriation request type

• classifies the appropriation requests according to any criteria youdecide to use

• contains all control parameters for the master data maintenance and

planning of appropriation requests

Click on





Click




Click on

Click

Click on




Click to go down




Click on

2.1.7 Define Number Assignment

IMG à Investment Management à Appropriation Requests à Master Dataà Control Dataà Define Number Assignment

Here you define the number range assignment of appropriation request.

Number assignment can be controlled by the appropriation request type.

Click




Click





Click

Similarly create a group for Projects

Click




Click

Click

Click

Click




Similarly assign Z2 to other group




Click on




Click

2.1.8 Define Scores

IMG à Investment Management à Appropriation Requests à Master Dataà Allowed Values for Certain Master Data Fields à Define Scores

You use the score to classify your capital investments according to your owncriteria. You can define any number of scores. You can enter a score in the

master record of the appropriation request, and use the score as a sortcriterion in reports.

2.1.9 Enter Short Descriptions for User Fields

IMG à Investment Management à Appropriation Requests à Master Dataà User Fieldsà Enter Short Descriptions for User Fields




Double click

Update thefollowing:-

Click on




2.1.10 Specify Special Symbols for Approp. Request Number

IMG à Investment Management à Appropriation Requests à Master Data

à Coding Mask for Approp. Request Numberà Specify Special Symbols for Approp. Request Number

Here you define the formatting for the coding mask of the appropriationrequest number. You can maintain the following formatting parameters:

• The length of the key for the coding mask

You can enter up to five characters for the key. The key is used todetermine the coding mask that is used. The system uses the codingmask for the appropriation request number, that has a key that agrees

with the first character of the appropriation request number that wasentered.

•

An indicator that specifies whether the key always has to have exactlythis length, or whether it can be shorter

• A special symbol for quick entry of appropriation requests

• Special symbols for the structure of the appropriation request number

• An indicator that specifies that you can only use appropriation requestnumbers that comply with the coding mask when you create

appropriation requests

Avoid these symbols: *,+,?,% and period. These symbols are used for other

special functions in the system.





Click on

2.1.11 Maintain Coding Masks for Approp. Request Number

IMGà Investment Managementà Appropriation Requests à Master Dataà Coding Mask for Approp. Request Numberà Maintain Coding Masks for Approp. Request Number

Here you define the coding masks for appropriation request numbers.

The system determines the coding key that it should use based on the

first character of the coding key.

You can use the following symbols:

• X for alphanumeric characters

• 0 for numeric characters

• special symbols for the structure of the appropriation request number

We enter the following code mask for key

V -0000000.00.00.00.00

Thus the appropriation request number V66910010301 is automatically editedto V-6691001.03.01




The appropriation request number and the top level wbs elementnumber will be the same.

Click on


Click on

2.1.12 Restrict and Convert Coding Mask

IMGà Investment Managementà Appropriation Requests à Master Dataà Coding Mask fo r Approp. Request Number à Restrict and Convert Coding

Mask

Here you assign coding masks for the formatting of the appropriation requestnumber to appropriation request types.




Select

Double click

Click on


Click on




2.2 Cost Planning

2.2.1 Process Costing Variants

IMG à Investment Management à Appropriation Requests à Planning à Cost Planningà Process Costing Variants

PIM1 is a SAP standard costing variant available. Let us see the configuration

of the costing variant.




Double click

Click on




2.2.2 Define Planning Profiles for Cost Planning

IMGà Investment Managementà Appropriation Requests à Planningà Cost Planningà Define Planning Profile for Cost Planning

Here you define planning profiles for cost planning for appropriation requests.

You need planning profiles for the planning methods below:

• Overall planning for internal orders

• Hierarchy cost planning for projects

• Cost planning for investment programs or investment measures, andfor appropriation requests.

• Financial budgeting

Click on








Click on

2.2.3 Assign Approp. Request Type to Planning Profile

IMGà Investment Managementà Appropriation Requests à Planningà Cost Planningà Assign Approp. Request Type to Planning Profile





Click on






2.2.5 Assign Approp. Request Type to Planning profile

IMGà Investment Managementà Appropriation Requests à Planningà Revenue Planningà Assign Approp. Request Type to Planning Profile


Click on




3 Internal orders as Investment measures

3.1 Master Data

3.1.1 Define Screen Layout for Asset Master Data

IMGà Investment Managementà Internal Orders as Investment Measuresà Master Dataà Assets under Constructionà Define Screen Layout for Asset Master Data

Double click




The screen layout 9105 Capital investment measure is already created in the

Asset accounting configuration e-book.

Click




Double click

Select

Double click

Select

Double click


Click on




3.1.2 Define Asset Classes

IMGà Investment Managementà Internal Orders as Investment Measuresà Master Dataà Assets under Constructionà Define Asset Classes

We have already created an asset class for AUC Investment measure in theSAP Asset Accounting configuration e-book.

Let us check out the configuration over here.

Double click




Double click

Click twice




3.1.3 Define Model Orders

IMG à Investment Management à Internal Orders as Investment Measuresà Master Dataà Orders à Define Model Orders

Model orders are not orders in the commercial sense, but serve merely asreferences for creating "normal" orders. Model orders contain default values

for the orders in an order type. The Model order is assigned as the referenceorder in the order type.

When you create a new order, all the fields active in the relevant order typeare copied from the model order to the new order

We will create a model order with some defaults.

Double Click




Take a drop down in order type




Click





Click on

3.1.4 Define Order Types

IMG à Investment Management à Internal Orders as Investment Measures

à Master Dataà Orders à Define Order Types

An Internal order is created under an Order type. An order type is used forstoring various control parameters and various defaults while creating aninternal order. It is used for classifying various types of internal orders

according to usage for e.g. internal orders for capital WIP and budgettracking. A number range is assigned to the internal order type.

Let us create an internal order type for Investment measures.




Click on

Take a drop in the field Order category and select 01





Click . You get a message




Click to proceed

Click

Here you can hide the various fields or make it as required entry or only

display or available for input. Thus while creating internal order only thosefields are displayed and available for input.

Hide some of the fields which are not required as follows:-




Click on

Number Range needs to be assigned to the internal order type.We will configure internal number range for our internal order type – CapitalWIP (Budget tracking)

Click on in




Position the cursor first on then

Click


Click




Click

You will find internal order type Z912 in not assigned

You need to assign the order type to the group we created above.

Proceed as follows:-

Position the cursor on

Click on . Note that it becomes blue.

Select the group we created

Click




The internal order type Z910 moves under the group which can be seen asfollows:-

Click

Select

Click

Click

Note that the number range created and assigned, is now displayed in theinternal order type.




Click on

3.1.5 Define Investment Profile

IMGà Investment Managementà Internal Orders as Investment Measuresà Master Dataà Define Investment Profile

The investment profile controls the creation of an asset under construction

belonging to the capital investment measure when we create a capitalinvestment measure (i.e. internal order).The investment profile created is assigned to the Model order.




Double click

Click on


Here we assign the asset class 910005 created earlier to the profile












Click on

3.2 Planning and Budgeting


IMGà Investment Managementà Internal Orders as Investment Measuresà Planning and Budgetingà Maintain Planning Profiles




Double click

Click on




Click on

Click




Double click


Click on




3.2.2 Maintain Budget Profile


à Planning and Budgetingà Maintain Budget Profile

In order to allocate budgets to your orders, you need to create a user-defined

budget profile, or use one provided in the system.The following parameters are relevant for order budgets:

Ø Whether availability control runs against annual or overall budget

The activation type controls availability control. There are three activationtypes:

0 = Cannot activateThis activity type may cause an already active availability control to be

deactivated.1 = Automatic activation when budget is assignedYou need to maintain at least one tolerance limit for the budget profile.

2 = Background activation when percentage of consumption is exceededYou need to enter a Percentage of consumption in background activation. The

percentage of consumption represents the relationship of committed funds tothe budget as a percentage.You need to maintain at least one tolerance limit for the budget profile to have

the system check the posting.

Double click

Click on




Take a drop dow n in the field Activation type


Click

Click on

Click




Double click





Click on

3.2.3 Define Tolerance Limits for Availability Control


à Planning and Budgetingà Define Tolerance Limits for Availability Control

Availability control can help you recognize possible budget overruns in timeand can automatically trigger different actions.

You configure availability control for each budget profile. You can define oneor more tolerance limits for the different activity groups within a budget profile.

When these tolerances are reached, you can have the system trigger specificactions (warning, warning with Mail, error message).Enter activity group ++ to define the tolerance limits for all activity groups.This activity group is designed to simplify data entry and is particularly usefulif you do not want to define a separate tolerance limit for each group.

In addition to a tolerance defined for "all transaction groups", you can define alimit for a particular transaction group. This additional tolerance limit has

priority over the "general" limit.

Here we will specify usage variance in % i.e. 85%. If the spending exc eeds

85%, system will give a warning to the user.

We can also specify absolute figures.

Click on




Take a drop down in Act.gr

Take a drop down in Act

Click on

3.2.4 Display of Active Account Assignment Objects

IMG à Investment Management à Internal Orders as Investment Measuresà Planning and Budgeting à Statistical Budget Monitoring à Additional Account Assignment Objects from Asset Postings à Display of Active Account Assignment Objects




The program lists all active account assignment objects for the selectioncriteria you enter.


Click




3.3 Settlement

3.3.1 Maintain Allocation structure

IMGà

Investment Managementà

Internal Orders as Investment Measuresà Settlementà Maintain Allocation Structures

An Allocation structure comprises one or several settlement assignments. An

assignment shows which costs (origin: cost element groups) are to be settledto which receiver type (e.g. cost center, order and so on)

You have 2 options: -1) You can settle to a settlement cost element or2) Settle by cost element i.e. settle using the original cost element.

(This configuration step we have already covered in the Asset accounting

configuration material. Nevertheless we still show the configuration here)

We will use settle by cost element.

Click on





Select

Double click

Click on




Select

Double click

Click

Select

Double click




Click

Similarly you can assign for external services

Select

Double click

Click on





Click on

Click twice

Select

Double click

Click on





Click on

Similarly you can update for external services

3.3.2 Maintain Settlement Profile

IMGà Investment Managementà Internal Orders as Investment Measures

à Settlementà Maintain Settlement Profiles

Here we define a range of control parameters for settlement.




Double Click

Click on


Assign the allocation structure Z9 created earlier in the settlement profile.

Click on

Click






Click on

3.4 Capitalization Values per Depreciation Area

3.4.1 Define Capitalization Versions


à Capitalization Values per Depreciation Areaà Define CapitalizationVersions

The IM (Investment Management) System uses capitalization keys to perform

a transfer/settlement between the portions of costs from a capital investmentmeasure that require capitalization, and those that do not require

capitalization. This transfer/settlement is specific for each depreciation area.

You can define the capitalization percentages for a key in as manycapitalization versions as you wish. You can assign a separate version toevery depreciation area. The system uses the capitalization version assigned

to each depreciation area in order to determine the percentage to becapitalized. Capitalization can therefore be depreciation area specific.

You cannot enter a capitalization version in cost-accounting depreciationareas, in derived depreciation areas, and in depreciation areas with

mandatory takeover of APC from another area




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3.4.3 Determine Accounts for Nonoperating Expense

IMG à Investment Management à Internal Orders as Investment Measuresà Capitalization Values per Depreciation Areaà Determine Accounts for

Nonoperating Expense

Here you attach the GL accounts for expense which are not to be capitalized.

The account must be defined for asset class used for capital investmentmeasures.




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4 Projects as Investment Measures

4.1 Master Data

4.1.1 Define Field Selection

IMG à Investment Management à Projects as Investment Measures à Master Data à WBS Elements à Define Field Selection

Here you can make a field selection for the screens of the project definition and the WBS elements.

For each screen group, “modifiable" and "influencing" fields can be defined:

• For the modifiable fields, you use indicators to determine how

individual fields are displayed on the screen:

For example, if you specify that the work center field requires an entryfor lists and detail screens in network confirmation, then you must entera work center every time you make a confirmation.

• For the influencing fields, you use a value to specify how the modifiablefield is displayed on the screen. For example, you can specify that thework center is a required entry for a particular order type.

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4.1.2 Define Project Profile

IMG à Investment Management à Projects as Investment Measures à

Master Data à WBS Elements à Define Project Profile

Here you define project profiles for capital investment measures. The most

important control feature in the project profile of capital investment measuresis the investment profile. You can assign the investment profile in the step

Define investment profiles.

The project profile contains default values such as controlling area, company

code and other control parameters such as the planning method for dates and

costs. The data that you enter in the project profile will be copied into a project

in its project definition or in theWBS elements which can later be overwritten.

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4.1.3 Define Investment Profile

IMG à Investment Management à Projects as Investment Measures à Master Data à Define Investment Profile

The investment profile was already defined in step 3.1.5




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IMGà

Investment Managementà

Projects as Investment Measuresà

Planning and Budgetingà Maintain Planning Profiles

Here you maintain planning profiles for projects.

You need planning profiles for the planning methods below:

• Overall planning for internal orders




• Hierarchy cost planning for projects

• Cost planning for investment programs or investment measures, andfor appropriation requests.

• Financial budgeting

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4.1.5 Maintain Budget Profile

IMG à Projects as Investment Measures à Master Data à Planning and

Budgetingà Maintain Budget Profile

To be able to budget projects, you must create a budget profile or use anexisting one.

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4.1.6 Define Tolerance Limits for Availability Control

IMG à Projects as Investment Measures à Master Data à Planning and

Budgetingà Define Tolerance Limits for Availability Control

Here you enter the tolerance limits for availability control.

Availability control can identify budget overruns in a project at an early stage

and initiates various actions.

You activate availability control for a certain budget profile. You can specifyone or more tolerance limits for each activity group for a budget profile.

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That brings us to an end of the Investment Management configuration

Date post:	03-Jun-2018
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IM Configuration

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