Appropriation request planning
Hi All,
Where can I go to plan against an appropriation request per month? Currently I can only plan per Year.
Regards,
You can only plan overall and annual values for appropriation requests. It is not possible to plan according to cost elements or revenue elements as you can on orders or WBS elements (specially detailed cost planning per month).
If these methods of determining planned costs are not detailed enough for you, then you can use the functions of Easy Cost Planning for detailed cost planning directly on the appropriation request.
Prerequisites
You have to enter a costing variant in the planning profile for cost planning of appropriation requests. This planning profile has to be entered in the appropriation request type (in the Cost and revenue planning group box).
You can create a cost estimate for any appropriation request variant, which does not yet have a cost estimate and for which there are no plan values outside of the planning interval. Set up the planning interval in the planning profile for cost planning so that planning in the past is also possible.
The appropriation request type has to allow either only projects or only orders as measures.
If you want to copy the cost estimate to the measure later, then you have to set the Copy cost estimate indicator in the appropriation request type.
You edit planning profiles in Customizing for Investment Management. Choose Appropriation Requests -> Planning -> Cost Planning -> Maintain Planning Profile for Cost Planning.
For appropriation request types, choose Master Data -> Control Data -> Maintain Appropriation Request Types.
If these preconditions for costing are not fulfilled, then you cannot jump from the appropriation request to Easy Cost Planning. The system suppresses the necessary pushbutton in that case.
Features
You can enter only one cost estimate for each appropriation request variant.
The overall value that results from the cost estimate can be divided into investment costs and overhead costs on the basis of the investment percentage rate. The system multiplies the combined costs from the cost estimate by the investment percentage. The result is the amount of investment costs.
Once you have entered a cost estimate for a variant, you can no longer change the overall plan values manually. Any changes have to be made in the cost estimate. Only by deleting the cost estimate can you make investment and overhead costs available again for manual processing.
Revenue planning is separate from the cost estimate. Therefore you can still process revenue amounts even if you created a cost estimate.
For general information on the costing method, research on Easy Cost Planning further.
Regards,
Ammar
Moderator: Nice copy-paste from help.sap.com. Unfortunately, it's not allowed
Similar Messages
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I understand that the Plan information specified in Appropriation Request will be copied into WBS elements specified in Measures/Assets section.
I would like to confirm if this happens for both cases below:
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Thanks!
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VivianPlease check the below specified link, which is very much similar to u r requirement
http://help.sap.com/saphelp_46C/helpdata/EN/fd/45add69d6411d189b60000e829fbbd/frameset.htm
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Can anybody provide some information on preinvestment analysis in SAP system?
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I want the preinvestment analysis of an appropriation request shud be caliculated by SAP system itself. Wat r the configurations required to be done?
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KishoreYou have to do the customization in IMG > Investment management > Appropriation Request > Planning > Specify Yield Curve for Determining Net Present Value
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Hi All
I have created a variant 01 for appropriation request and approved it. I want to supplement the same appropriation request with a new budget. So , I created a new variant , and assigned it to a new plan version...But the problem here is I was unable to approve the new variant...The approval button is grayed out...Can anyone help me out please...Why the system is not letting me to approve the new plan variant.Hi ,
as I said variants are like quotations, so you have to maintain it...........
in case of rolling up plan values you have to select respective status profile before rolling up respective variant version or variant version range....... (IM34)
1. approved status profile...
2. created status profile..
3. released status profile...... like that
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Venkatesh -
Not able to change plan value in appropriation request
Dear Gurus
I am not able to the change the investment cost in plan value tab after creating an appropriation request. We have done an upgrade from ECC6 to EHP6. Earlier we were able to change. We want to change the plan value ,since an approximate value is entered while creating and later, on we change the value to the cost incurred.
Please help
Regards
VidhyadharanHello Vidhya,
Also check below SAP note
1884400 - Unable to change the ECP cost estimate
201517 - Updating plan values for appropriation requests
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Tushar -
Basics: Appropriation Requests and WBS elements (3/3)
Hi,
Last question I promise!
1) Is it possible for more than one appropriation request to point at the same existing project without creating new different project.
As a solution, I though to create empty projects from AR in order to use the values of the program position they are linked to. Is this correct or are there other solutions?
With regards to the link reported below, am I right in assuming that not even the top WBS element (namely InfoSys, refer to graph in link) can be related to a program position in order to exploit the function.. or is it that only the WBS elements directly above and below it (refer to WBS:"software", in the graph) in the hierarchy should not be assigned to a program position to use the function.
Investment Management (IM) - SAP Library
This question refers to <<SAP IM ECC 6.0 SP 16>>
Grazie!
JessicaHi Jessica,
Can you point different AR to same project If its the same WBS answer is NO. if these are two separate WBS within the project Yes you can.
so assume you have two Level 1 WBS A and B within project XYZ. Then A can point to AR 1 and B can point to AR2.
But WBS A cannot point to AR1 and AR2. Hope it clears your doubt on 1st Question.
Why you want to do that? Whats the business rationale behind it? Usually AR is used to approve a business investment plan and it will be associated with that particular project. So the best practice in SAP is to have a one to one relationship between AR and SAP Investment Project.
On your understanding of the Graph. You are 100% correct. Neither Inf. Sys nor Software can be assigned to a Program Position ID as the WBS Application is already assigned to a Program position ID.
Hope it helps..
Regards
Sammar -
Cost in a variant of appropriation request (IMA2N)
Dear All,
I need create a report that introduce costs in a variant of Appropriation Request. The cost should be introduced
with a legder account as you do in easy cost planning screen in the IMA2N transaction.
I had tried "BAPI_APPREQUEST_SETPLANVALUES" BAPI, but it doesn't allow to introduce the ledger account.
Do you know any BAPI or another thing that I can use to do this?
Thanks.Hi Sreekanth,
Thanks for your answer, but I already had tried a BDC screen capture and an LSMW for IMA2N transaction and the Easy Cost Planning screen is not correctly captured.
Thats why I wanted to know if there is any BAPI.
Thanks and regards. -
Hi
Can anyone explain me the importance of assigning a variant in Appropriation Request to a Plan version?
Also, I need some help in understanding how to show the cost distribution in an appropriation request if multiple projects are assigned to it. Actually, the businses process I'm involved in needs to attach multiple level-1 WBS elements to an appropriation request. So, I would like to know if I can show the cost splitting between the projects in the Appropriation Request.
Your help in this process is very valuable and will be rewarded with points.
Thanks,I assume you have all IM relevant configurations in place (Program type etc.,)
Below is as an attempt to mention the process involved:
1. IM01 - Create the IM program
2. IM22- Create the Hierarchy structure (Ensure that AP's are allowed as measures)
3. IMA11-Create AP request. In the General tab mention the Partner (Approver) as your self. In the Control Tab mention the IM program and the Position ID.
4. Set the 'For Approval' status in Control data tab using IMA11.
5. Approve the AP from your mail Inbox using SBWP
For this to happen you need take help of an workflow consultant.
a.T Code OITN and activate the Event Linkage for AP requests
b.T Code PFTC, select the task type TS and task as 00300052, modify it from Menu Additional Data>Agent Assignment>Maintain. Click on attributes and select the radio button General Task.
6. Create and Release AP using IMA11. Choose the Measures/Assets tab page, choose WBS element and on the control data tab set the status Release.
7. Create WBS structure in CJ20N. System should transfer the IM position information from the measure.
Regards
Sreenivas -
BAPI for changing Appropriation request
Hi,
I want the BAPI to change the plan values in Appropriation request.Help me regarding this.
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Try this BAPI BAPI_APPREQUEST_CHANGE_MPO. -
BAPI for changing Appropriation request - IMA12
Hi,
What is the BAPI for changing the Appropriation request(IMA12).i found the BAPI BAPI_APPREQUEST_CHANGE.But i want to change the plan values . In this BAPI there is no parameters for these fields.Is there any BAPI 's for this?
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Charumathi.BHi,
Try this BAPI BAPI_APPREQUEST_CHANGE_MPO. -
Investment Mgmtt - Displaying Appropriation Request (Error Message AO272)
Folks,
I've got a peculiar problem which I hope you could advise.
After upgrade from R4.6C to ECC6.0, I am not able to display a Appropriation Request. Here's my steps:
1. I executed transaction code IMA11;
2. Clicked on New Selection and entered Appropriation Request - The appropriation request was displayed in the navigation pane;
3. Double clicked on the Appropriation Request and I got the following message:
"There is no plan profile in approp. request type Z1 for plan maintenance" - This is the error message AO272.
I thought that there must be a config that has not been maintained but when I checked the R4.6C version, I do not get this error and the Appropriation Request work just fine and there is no difference in the configuration for the Appropriation Type between the two systems.. There is also no user-specific message control maintained in both systems.
Would appreciate you input! Points will be rewarded for solving this problem.
Thanks!
TLHi,
Please check whether planning profile is maintained for that appropriation request type. If not maintained, maintain planning profile in transaction 'OIF2' and assign it to your Appropriation request type.
Thanks
Kishore -
Appropriation Request - project activate issue
Hello friends,
Request your help in completing the task below-
I m trying to create a project via Appropriation Request (AR) from IM. I have started creating a AR via IMA11, entered all details like, plan costs, Applicant, Approver, IM program position and ID, then later I APPROVED the AR (the status was showing approved), but when I tried to create project /WBS in ‘Measures/Asset’ tab, I found both the fields are DISABLED. I tried a lot to bring them to enable form but was un-successful.
Please let me know what could be done to bring them the Activate mode.
Thanks for your help.
Regards,
SumanthHi Ankur /Srikant,
Thanks for your responses.
Ankur - In OITL, all fields are basically checked. About, making field editable in SHD0, do you really think it is required. I feel, there might be some settings in SPRO itself which makes the field enable. Please let me know if there is any info.
Srikant - I have checked the AR type config, and in Allowed Measures, WBS is checked (screen print below), also the project profile is maintained.
Please what would have went wrong.
Regards,
Sumanth -
Hi Friends,
I want to test a Investment Management scenario in IDES, but no appropriation request type is maintained/configured in the system. How shall I procedd now? Please help. If anybody knows the settings, let me know at the earliest.
regards,
V.PratapHello,
You can create aan appropriation request for WBS as investment measure:
Choose a number range
Cost planning profile
Rev profile
If you have already defined a Investment Program type, you can use that.
In the allowed measure, choose WBS, and an existing project profile
With above basic settings, you can start using Appropriation request.
Sourabh -
Budget Supplement using Appropriation Request.
Dear Friends,
As per our business scenario, we have to create project thru Appropriation Request. In case the budget needs Supplement, that same is also needs to be mapped using Appropriation Request.
The system is restricting creation of further ARs for WBSE once it is assigned to IM Position.
Technically, system dose not seem to have provision of budget supplement to an already assigned project (to IM Position) using Appropriation Request.
My Question: Is there any setting or Workaround thru which we can Use Appropriation Requests to request for Budget Supplements for a Project thats already assigned to an IM Postion( after replacing Initial AR). ?
Regards,
SeemantI feel that after replacing AR , as your project is assigned to IM postion. you can distribute the budget to project by IM postion only via IM52.
Because AR is made for management of the planning and approval phase of investments and other types of measures
And IMProgram & postion is made for cyclical planning and management of investment budgets for a number of measures, throughout your whole enterprise
If you knew that you want extra budget you can take care the same via planning additional cost on AR.
If IM Postion itself is not having sufficient budget than you can supplement there as well via IM32.
please refer this link
http://help.sap.com/erp2005_ehp_04/helpdata/EN/2a/f9f405493111d182b70000e829fbfe/frameset.htm
Regards
Nitin -
Populating Persons involved for Appropriation Request
Hi All,
I am working on appropriation request workflow. When the user enters the planned value for AR, depending on the value and dept to which he belongs i need to pick up the concerned persons who will be involved in the approval process.
I am implementing BADI definition - APPREQUEST_UPDATE to identify the persons. But i am unable to fill the "Persons Involved Tab" as the badi has only import parameters and not export parameters.
As per my understanding if i fill the "Persons involved Tab" with the persons details SAP will send the workitems to all those involved.
Any inputs in this regard are highly appreciated
Thanks in advance,
Regards,
Lakshmi NarayanaHi,
As per my understanding, Why dont you write your own custom method that populates the list of agents based on your own business logic(I mean on the initiator's dept) into the internal table ApprovalAgents and sent it back to workflow,
then everything should be taken care.
Add this step after of 'Determine approval givers involved' step of the standard template(WS00300022).
Hope this helps.
Regards,
<i><b>Raja Sekhar</b></i>
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