Capital Investment Order PM06

What is teh significance of assigning the invetment order to investment profile, my client just want the capital order as a seperate order type and want to settle the cost to WBS element, in this case if I didnt do the assignment for PM06 to invetsment profile what will be the impact??? also is that we need seperate allocation structure other than what we have it for maintennace order which is tied up with settlement profile "40" teh standard one, let me know we can use the same profile "40" and allocation structure for settling the wbs element? any help guys.
Note: We dont have FICO consultant as the person we have is end user who has been trained on FICO which the person as no clue on anything what I talk about.

hi Praveen,
Investment profile is used to create AuCs automatically when the Order is released. AuCs are Asset Under Construction which are created so that periodic settlement can be done to this as long as the Capital job is on and then finally settled to the Asset once the project is over.
Investment profiles are created using Asset classes and you must have the necessary Asset classes in place. Ask your FI team member to create Asset classes & Investment profiles using the Asset classes or you create the same.
Regards,
L.Balachandar

Similar Messages

Capital Investment order settlement

There are some AUCs created via capital investment orders. But the problem is These AUCs were creted during the time when the Depreciation area is de-activated for the particular class. After that there s GR, IR & Payment all with reference to PO.
One point tp note, as the AUCs were created when the dep area is in-active, the depreciation tab is in active in the AUC master record. When you are running theorder settlement (KO88), there is an error message saying "NO DEPRECIATION AREA DEFINED FOR THE AUC NO:12345".
The solution I am able to see as of now is:
1. Create a new investment order so the new AUC
2.Reset the clearing (Payment document)
3. Reverse the IR
4. Reverse the GR
5 Change the order reference in account assignment tab in PO
6. Do the GR
7. DO the IR
8. Clear the Vendor Account
9. Settle the new order
But not sure how to delete the old AUC, I am able to close the old order in this fashion. But not in a position to delete the AUC. Any idea?
Also please suggest me if there is any other easier way, because this will take a hell out of time.

Ananda,
Transferring all the costs out of the CI Order into a new one with a new AUC attached should automatically zero & deactivate the old AUC.
Depending on your setup, a journal from old --> new Order should suffice.
You may then run settlement to the new AUC with Depreciation Areas activated.
I don't think any of the drastic measures outlined are necessary.

Capital Investiment Order

Hi,
Can anybody explain me the functionality of Capital Investment order (PM07) .How it can be used in Plant Maintenance.
Regards,
Raj.

Dear Raj
Capital Investment Order is a type of order used to Track whatever Capital expenditure done in the plant through Plant Maintenance.
Generally in Plant if I want to Replace Pump with New Pump , Old Machine with New Machine this is generally done by Capital Amount Allocated . You can do this in PS module by Allocating WBS elements & Settling to WBS Element.
or
In PM you can create PM07 Order type input the resources ( Material & Labor required for Installing) & Settle it to Allocated WBS Element.
The Main Concern for the Company is that they must know what is Capital expenditure done for a particular duration , So that they can pass this Expenditure Cost to Final Product by Depreciation.
Regards,

Internal Order, Capital investment order enduser documentation

Can any Guru send me enduser documentation for Internal order of type Capital Investment? Email: [email protected]
Thank you!

Hello,
the little late answer to your question is the table IMZO. It links the investment program / positions to internal orders. I found this thread while searching for my own problem which is quite the same:
In my WebDynpro for ABAP investment planning tool I'm using the FM BAPI_INTERNALORDER_CREATE to create internal orders as a result of the planning process. This BAPI is similiar to the transaction ko01 except that I can't assign an investment program / position to my internal order (this is also pointed out in the help to the BAPI/FM).
But how can I assign an investment program / position to my internal order NOT using an ABAP insert/update statement on the table IMZO (which links the internal orders and investment programs/positions).
Does anybody know a FM or BAPI I could use? I really don't like the idea of a self made insert/update into a sap table...
Thank you in advance,
Christian Bracht

WBS element in Asset master & investment order

hi,
till now we are using the capital investment order for capitalising assets, but now the client is asking for settling wbs element on to auc, can we have both WBS elment and investment order for a single asset. does any one have img document for wbs element related config.

Hi Sai,
I think I can answer part of your question. If a posting is being made to wbs element and internal order (both are real). The real posting goes to wbs element and statistical posting goes to internal order.
In this case, you will be settling the wbs element to the AUC rather than Internal Order.
Coming to the configuration, most of the configuration settings are same on Internal Orders / WBS elements.
I am sorry, I do not have any documentation.
Regards,
Sreeni

Capital Invetsment order

Hi All,
Can anybody explain, what are steps to configure and execution of Capital Investment order?,
Your valuable inputs will be highly appreciated.
Thanks in advance,
Ganesh

1. Maintain allocation strucutre
2. Maintain settlement Profile in that u have to select parameters ( to be settled full , fixed asset settlemnt Required , like that u have to select so many parameters
Regards
Sure

Capital Investemt Order

Please tell me complete cycle for Capital Investment Order according to SAP plant maintenance..
if possible please share the document

Capital Investment Order is a type of order used to Track whatever Capital expenditure done in the plant through Plant Maintenance.
Generally in Plant if I want to Replace Pump with New Pump , Old Machine with New Machine this is generally done by Capital Amount Allocated . You can do this in PS module by Allocating WBS elements & Settling to WBS Element.
You can refer following link to get more info:
[Re: Capital Investment process]
[Capital Investiment Order]

Capital Invetsment order settlement

Hello,
I have created Capital investment order, when you create the order, it will automaticlly creates the AUC, I have posted transactions like PO creation and GR, using this oder. The AUC which is created during order creation do not have any values after the above transactions posted by using order. How will these cost will flow into the AUC and settlement from AUC to actaul asset.
i was trying to define the AUC in the order settlement rule but it is not getting saved, i am getting error message stating "you cannot post to AUC (Investment support measure).
Please tell me settlement process for Capital investment order, is there any document avaialable apart from help.sap.com? if yes, please share with me.
email ID. [Email removed by moderator]
thanks,
radhakrishna
Message was edited by:
Mario Herger

Hi Radhakrishna,
Which order are you talking about here? Is it Plant Maintenance(PM) Order or Network Order?
If it is PM order, then it is likely to be OPEX and therefore, settlement would have to take place via transaction code KO8G.
If it is Network order, this is likely to be CAPEX and settlement would have to take place via transaction code CJ8G.
For the cost to flow into AUC, You would have to create assets with transaction code AS01 with the asset class AUC. Once the Asset is created, you would then use this asset number for the settlement rule that would be maintained on the WBS element which contain the order.
When the AUC asset is completed, you would then have to create a Fixed Asset and carry out Asset Transfer using transaction code ABUMN. This is how settlement is done from AUC to Actual Asset.
I hope the above helps.
Do not forget to award the points please.
Regards,
Jacob

Order 23 is not a capital investment measure for Asset accounting(AUC)

Dear All,
Help This Error
For T Code Ko02 select order for AUC getting this error
Order 23 is not a capital investment measure
Message no. AY097
Diagnosis
Object concerned: Order 23 .
The object is not an investment measure, either because there is no investment profile entered for it, or the indicator "manage asset under construction" is not set in the investment profile.
System Response
Processing is not carried out.
Procedure
If you want to create assets under construction for the object, then enter an investment profile in the master data for the object.
Check if the the indicator "manage asset under construction" is set in the definition of the investment profile.
Replay solution ASAP
Regards
Nag
Edited by: Nagaraju Chagonda on May 24, 2011 1:18 PM
Edited by: Nagaraju Chagonda on May 24, 2011 1:19 PM

Hi Nag,
Please check if correction note 1165656 is valid to your release. It can correct this error.
Best Regards,
Vanessa.

Creation of Assets for Capital Investment Measure

Hi,
Can some please tell me how to create an Asset for Capital Investment Measure.

Hi,
First you have to create master data using asset class AuC.
You have define asset class for Capital Investment Measure (AuC class) in t-code : OAOA. And still in the same t-code (OAOA), you choose "investment Measure" in box "Status of Auc".
If you choose "Investment Measure", the assets under construction in this asset class can be created solely in relation to capital investment measures (internal orders or WBS elements). So you cannot create and post in Asset Accounting directly (Example post using t-code : F-90).
If you use WBS Elements then you can post to the asset for Cap Invest Measure using t-code : CJ8G or CJ88.
Hope it can help.

Capitalization of an investment order/project - Original cost elements

Hi all,
I do have a question concerning the capitalization of an investment order/investment project onto an asset under construction (AuC).
I have configured the system in a way, using capitalization key and capitalization versions, that I can capitalize 100 % of the costs within the IFRS depreciation area to the AuC and 0 % of the costs within my local gaap depreciation area to the AuC.
Instead of capitalizing the costs within the local gaap depreciation area, the cost are booked to the u201CAccount for capitalization differences/nonoperating expensesu201D.
With the settlement of the investment order/investment project to the AuC the original cost accounts/cost elements (shared between IFRS and local gaap) are credited and the AuC is debited for the IFRS deprecation area and the u201CAccount for capitalization differences/nonoperating expensesu201D is debited for the local gaap depreciation area.
My problem is, that I do not want to have the costs for my local gaap P&L on the u201CAccount for capitalization differences/nonoperating expensesu201D, I do want to have them instead on the corresponding local gaap cost accounts/cost elements to the original shared cost accounts/cost elements within FI and CO.
Is there any possibility to do this within SAP Standard?
(If possible the solution should also work within New GL, using multiple ledgers for parallel accounting instead of different account)
Thank you!
Regards

Hi Prad,
I am on 4.6C/D.
Please check on your settings for Capitalization of AUCs created through Investment Support Measures: -
1. Go to the IMG, Asset Accounting under Special Valuation and determine the Depreciation Areas you would like your Investment Support Measures to post to.
2. Still in Special Valuation, define an Investment Support Key and assign it to the relevant depreciation area
3. Also, define the relevant account determination for such posting under the Special Valuation
4. Proceed in the same area to define the Transaction type for the Investment Support Measure by changing any of the Standard ones in there in line with your requirements
5. Now move back to IMG, Asset Accounting then Master Data. Here you go to the screen layout and pick the relevant asset class for AUCs. Get this logical feild group and pick on the item Investment Support. Proceed to define its feild group rule as optional at the required asset maintenance level (Main Asset and/or Sub Level)
6. Leave the IMG and access the relevant AUC's Master Data from the User Menu. Click the tab Investment Support and insert the Investment Support Key you created in note 2 above
7. Now capitalise the AUC. Should work

Capital Investment process-- questions

Hi,
I am totally new into this process and have no idea about it.
I have a few queries as ->
What is an investment order illustrated with examples
what is an asset under construction and illustrated with examples
What is an internal order and how are they created?
What is a superior order and how are they created and how sub orders are assigned to the superior order and finally how the costs are settled to an AUC?
Moderator: help.sap.com

Hi,
the following link gives you a overview:
http://help.sap.com/erp2005_ehp_05/helpdata/EN/2a/f9f294493111d182b70000e829fbfe/frameset.htm
asset under construction
A fixed asset that is in the process of being completed at the time the balance sheet is being produced.
Typically, assets under construction are shown as a separate balance sheet item for the enterprise. Assets under construction can be managed for bookkeeping purposes in the FI-AA component using asset master records in special asset classes.
To also benefit from management accounting functions that go beyond the asset accounting level, you can use capital investment measures in the Investment Management component. Investment measures can be managed in the form of internal orders or projects.
internal order
An instrument used to monitor costs and, in some instances, the revenues of an organization.
Internal orders can be used for the following purposes:
Monitoring the costs of short-term jobs
Monitoring the costs and revenues of a specific service
Ongoing cost control
Internal orders are divided into the following categories:
Overhead orders - For short-term monitoring of the indirect costs arising from jobs. They can also be used for continuous monitoring of subareas of indirect costs. Overhead orders can collect plan and actual costs independently of organizational cost center structures and business processes, enabling continous cost control in the enterprise.
Investment orders - Monitor investment costs that can be capitalized and settled to fixed assets.
Accrual orders - Monitor period-based accrual between expenses posted in Financial Accounting and accrual costs in Controlling.
Orders with revenues - Monitor the costs and revenues arising from activities for partners outside the organization, or from activities not belonging to the core business of the organization.
Regards Bernhard

User status for investment order to block settlement to final asset

Hi,
I try to set up a user status to avoid user to settle internal/ investment order to final asset. I cannot find a user status that will let me make the distinction between the automatic settlement to AuC and the partial or full settlement to final asset.
The process we are using is that we do automatic settlement from investment order to AuC on a weekly basis and as soon as the final asset has been entered via KOB5 (distribution of line item) we would like to setlle it.
Do you know a way to set up a user status on an internal order to allow settlement to Asset under construction but not to final asset?
Thanks
Sabine

Hi,
I do not want to send the costs directly to final asset. Costs booked against the investment order should always first go to AuC and then to final asset. What we try to avoid is to have the 2 settlements immediately one after the other. We would like to have the settlement to AuC on a weekly basis and the other one only when capitalization is required. But if the final asset is already entered in the settlement rule of the order via KOB5, then there is a risk to settle to final asset. We would like to only run the second type of settlement only when the asset is ready to be capitalized. To be able to do that we thought about using the user status. For example, if status is "release", we could settle to Auc but not to final asset and if status is "approved", we could settle to final asset.
Do you see what I mean? I need a status that allows me to perform some transactions and another one that allows me some other business transactions. The problem is that the 2 settlements I am talking about are not recognized as business transaction but as processing type.
Any ideas?
Thanks
Sabine
Edited by: Sabine Janssen on Oct 14, 2009 10:46 AM

CJ36 -BP - 164 - Capital investment budget exists for & - update not allowe

Hello Friends,
We are trying to post supplements using CJ36 for a WBS,but the system giving the error message saying that
" BP - 164 - Capital investment budget exists for & - update not allowed"
Please give some idea on this.
Thanks IN Advance
Best Reagdrs
Trupthi

Hi,
Even though CJ35 and CJ38 are both transactions to perform budget returns, it is important to know that they are working slightly different:
a) via txn CJ38 you return money exactly for the WBS elements you indicate an amount for. So if you indicate 1 COP for
   WBS element XX alone, the return is only being carried out for this WBS element. Since this WBS element is
   not (directly) attached to an investment program position, this is not a problem.
b) via txn CJ35, however, as per system design you return money for the WBS element you indicate p l u s for all WBS elements lying on the hierarchical path above, in order to guarantee that the budget remains consistent (= check error free).
   So by indicating 1 COP for WBS element XX, the system also tries to return the same amount from the overlying WBS element YYY.
Since this WBS element, however, i s attached to investment program position of investment program, the system blocks this posting because this program position forsees budget distribution and thus budgeting is allowed via budget distribution o n l y (txn IM52) - see e.g. F1 help for indicator 'Budg.dist. ovrl' in the master of the investment program position.
So basically you can say that txns CJ35 and CJ36 are not suitable for projects attached to investment program positions that forsee budget distribution. Please check your transaction IM52.
Please check if this fits with your scenario.
Best Regards,
Vanessa.

Capital Investment process

Hi,
Can someone explain to me in details the steps followed in capital investment process.
What are the basic steps followed in details?

Hi,
When you have decided to buy a capital equipment, following procedure is usually followed.
FICO:
> Create an investment order for that asset.
> Create an asset, with reference to the above investment order.(can 'asset under creation' or permanent asset class, which will be decided by FICO)
MM:
> create a material master for the asset (equipment)
PM:
> create PR with account assignment 'F' and use the investment order as the account assignment. This will link the FICO activity to the procurement process and will continue as integration.
MM:
> convert the respective PR to PO and do the GR.
PM:
> create equipment master for the asset received with acquisition date filled.
> when commissioning is completed, give the start up date and install the equipment.
FICO:
> when the asset is commissioned, FICO will convert the AUC into permanent asset, if required or start the depreciation activity immediately. The permanent asset number may be entered in the equipment master.
> There are two ways to achieve link the asset to equipment master automatically and FICO can give more details on that activity.
James Prabaharn

Capital Investment Order PM06

Similar Messages

Maybe you are looking for