Documentation on Investment Management

Hi Can anyone send some documentation on Investment management to [email protected]
Point will be rewarded

Hello Raghu
Please read the overview from this SAP link and explore and the other topics.
http://help.sap.com/saphelp_47x200/helpdata/en/2a/f9f273493111d182b70000e829fbfe/frameset.htm
Reg
assign points if useful

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Investment Management - Configuration and User Document

Hi
Can anybody provide the Configuration and User Documentation for Investment Management. I am new to this area.
My E-mail ID is [email protected]
Cheers
V.Krishnan

hi
see below link for config of Investment management
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/IM/IM.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/MYSAP/SR_IM.pdf
nagesh

Investment Management Configuration Materials

Hi All,
Could you pls provide me the related documentation for the entire process flow as well as the Configuration Document for the Investment Management for my mail ID :[email protected]
Thanks in advance,
Edu

hi
see below link for config of Investment management
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/IM/IM.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/MYSAP/SR_IM.pdf
nagesh

Investment Management - curriences

Hi,
I was created IM Position. It gave a message IM currency is different from Controlling Area Currency. In the currenet scenario my Co. Code currency is INR but Controlling Area currency is EUR. Hiow to solve this issue.
Bye,
Ramesh

Hello
Check this documentation.
Currencies
Use
The SAP Financial Accounting (FI) component offers you the option of managing up to three different currencies in parallel in one company code. You can define three local currencies for each company code in FI Customizing.
The Asset Accounting (FI‑AA) component supports the FI currency functions with its depreciation areas, in which you define the given local currency. In addition, each asset under construction can manage any number of additional depreciation areas, in which other currencies can be managed.
Currencies in Management Accounting
The Controlling (CO) component, on the other hand, offers only two currencies:
·        Controlling area currency
·        Object currency
Investment measures are represented in the Investment Management (IM) component using the CO objects: order or WBS element. Therefore, you can post an acquisition to an investment measure in at most two currencies (controlling area currency and object currency). During the periodic settlement to an asset under construction, there are only two original currencies available. The system translates into any other currencies, that are used in Asset Accounting or Financial Accounting, at the time of the settlement.
Features
There are two different situations possible for the currency translation of values related to the settlement of an investment measure:
·        When line item settlement is used for the measure (refer to Settlement Rules), the system uses the historical exchange rate from the posting date of the original debit for the translation for each line item.
·        When summary settlement is used for the measure, the system uses the exchange rate valid on the value date of the settlement for the translation of all values.
In both cases, the currency translation may cause the values to be slightly inexact. For summary settlement, the exchange rate on the value date of the settlement very often does not agree with the exchange rate at the time the debit was posted. For line item settlement, this problem does not arise. However, you cannot exclude the possibility that manual changes were made to the exchange rate within the posting transaction for a debit. These manual changes to the exchange rate cannot be taken into account during the currency translation.
It is currently not possible to manage down payments on investment measures intended for summary settlement, if the accompanying asset under construction manages depreciation areas in a foreign currency, and this currency
§         Is not the controlling area currency, and is not managed as a parallel currency in the company code
§         Is still the controlling area currency
You then have two choices. Either settle the investment measure using line item settlement; or manage the depreciation area in the foreign currency only on the master records for the completed assets. This limitation is necessary, since the system cannot guarantee that down payments and down payment clearing for such currencies are translated using the same exchange rate during summary settlement.
Possible Combinations of Currencies
The currency functions in the FI and CO components limit the handling of currencies for investment measures, under the following conditions:
·        Company code currency and controlling area currency are identical, and there are no parallel currencies in the FI component.
In this case, you can use the object currency of the order or WBS element. During the periodic settlement to the asset under construction, the system settles the amounts in controlling area currency to the depreciation areas in company code currency.
·        Company code currency and controlling area currency are identical, and there is another parallel currency in the FI component.
In this case, the object currency has to be the same as the additional, parallel company code currency. During the periodic settlement, the system settles the amounts in controlling area currency to the depreciation areas in the company code currency. Amounts in the object currency are settled to the depreciation areas in the parallel FI currency.
For a third parallel FI currency, the system can only provide values by currency translation at the time of the settlement, which results in the inexactness due to exchange rates that was described above.
·        Company code currency and controlling are currency are not the same.
In this case, the object currency has to be the same as the company code currency. During the periodic settlement, the system settles amounts in the object currency to the depreciation areas in company code currency. It provides values to the controlling area currency depreciation areas in the controlling area currency.
If there is another parallel FI company code currency, this currency has to be the same as the controlling area currency. For a third parallel FI currency, the system can only provide values by currency translation at the time of the settlement, which results in the inexactness due to exchange rates that was described above.
Reg
*assign points if useful

Budgets in Investment Management

I am looking to introduce Investment Management. I am finding budgets very clunky, and far from user friendly, and I am wondering if there is a better way to deal with them. can anybody advise on the following.....
1. I am currently inputting anual budgets via IM32. By default the transaction shows the overall view for the whole program. The proposed process is to switch to the annual view, enter budgets, switch back to overall view, select budgets input to, Copy cumulative, reselect busgets, total up. Its a very error prone and long winded process in my opinion, and I'm hoping theres a better way to get them in?
We only have 1 year available in each annual program so the overall and the annual figures will always be the same. do I need to enter the figures in both views? can I just use the overall view, or is there another neater way to do them?
2. If I go for entering overall values only, are there any implications on budget distribution, Availability control, or reporting?
3. There may be times when we agree to proceed with a project that was not budgeted for. If a distribution exeeds the budget total, it generates an error message, can this be reduced to a warning?
Thanks for any advice
Graham

I'm afraid I still haven't found a solution to this very poor transaction, and as I've had no responses, I'm doubtful I will get one.

Authorization for Investment Management program positions by Plant Code

Hello!
I am looking for a way to restrict data on Investment Management reports (program positions) by plant code. I found the following auth objects, but none for plant code:
Company code (A_IMPR_BUK)
Business area (A_IMPR_GSB)
Controlling area (A_IMPR_KOK)
Profit center (A_IMPR_PRC)
Persons responsible (A_IMPR_VER)
Any advise?
Cheers,
Alex

Refer BPGE, BPJA.
Regards

Investment management : which module

Dear SDN,
I would like a clear view as to which module Investment management comes under.
Is it part of Fi or controlling?
or is it an independent module by itself using controlling and fixed asset sub module of FI.
Regards,

The application component hierarchy classifies IM as its own module under the Accounting area (AC). I would consider the APCO to be the official designation of such a question.
AC:
- FI
- CO
- EC
- TR
- IM
- PS
- RE

AUC measure in investment management

Hi Experts,
i have the below requirement for AUC measure in investment management can any one please guid me how to configure for this.
u2022 Ability to create unique capital projects that could be made up of multiple fixed assets (New Store Opening, New DC, Office Remodel, Software Implementation)
u2022 Ability to forecast the time period / month the cash outlays will take place
u2022 Ability to report on Capital Project achievement in relation to planned time frame as well as in relation to Budget
u2022 Ability to assign capital projects to individual company codes and cost centers
Thanks in Advance.
RVI

Check here all nodes
SPRO-Financial Accounting (New)-Asset Accounting-Transactions-Capitalization of Assets under Construction..................
Srinivas

Project documentation through solution manager -reg

Hi,
We would like to do project documentation through solution manager
we work on solution manager 2007 with ehp 1
what ever projects we handle like packing for exports etc.. we would like to create them as projects in solution manager and maintain the documentation
request some one to provide step by step guide for the same
regards,
Madhu Kiran

Hi
HAve u seen this
https://websmp210.sap-ag.de/~sapdownload/011000358700002006042008E/HowTo_Impl_Bus_Proc.pdf
in addition for manual just simply write in Structure tab to create ur folder
Hope it solves ur prb
Regards
Prakhar

Process of transferring the confguration documentation to Solution Manager

Hi Team / Experts,
Could any one pleae let me know What is the "process of transferring the confguration documentation to Solution Manager" as we got some requirement to implement & configure Solution Manager for one our Client.
However,i would need some aditional information like
1)what does it mean by transferring exactly?
2) what kind of documentation do we tranfer generally while implementation?
3) what are the prerequisites ?
Please share any Configuration docs and real time implementation process,known issues & suggessions are rellay welcome.
Many Thanks,
Vinod

Have you tried asking this question in the solution manager forum?
SAP Solution Manager

Tables in Investment Management

Dear All,
We need to develop an ABAP report for Budget distribution in investment management in the format specified by the user. The client uses Investment management for budgets in Marketing budgets.
I got tables IMTP, IMPR, IMPU for Investment program, position id etc.
But I could not find the tables where the Budget amounts get stored when we distribute amounts in Tran.Code IM32.
Please tell me the tables where Budget amount, Distributable, Distributed etc get stored when we post IM32.
Reply me soon.
Thank you very much in advance.
Vishnu,
VST-IT.

Hi,
When we assign budget in IM32, lower level WBS budget will be total up to Top Level WBS, which can see in Distributed.
My question is If we add budget at Top level WBS at certain intervals, that total budget added will be available in DISTRIBUTABLE.
Is there any Distributable report which can help me how much is added at each interval and distribution of that budget.
Please help me with Tables / Report which can give us the detailed information.

Tables for Investment Management

Dear All,
We need to develop an ABAP report for Budget distribution in investment management in the format specified by the user. The client uses Investment management for budgets in Marketing budgets.
I got tables IMTP, IMPR, IMPU for Investment program, position id etc.
But I could not find the tables where the Budget amounts get stored when we distribute amounts in Tran.Code IM32.
Please tell me the tables where Budget amount, Distributable, Distributed etc get stored when we post IM32.
Reply me soon.
Thank you very much in advance.
Vishnu,
VST-IT.

Refer BPGE, BPJA.
Regards

What is RPM portfolio Item in Investment Management?

Hi All,
We are trying to install business content for Investment Management module. There is a web template in this module, we have installed all these properly. Now when i run this template i see a message "No RPM portfolio Item has been specified".
In the underlying queries there is info object Item Detail on which a SAP Exit variable. I tried to study the SAP Exit code but this is not of much use. Even while debugging the query the value for this variable is not being set.
So i wanted to know more about RPM portfolio item, what is this, where do we have to set/specify it?
Any inputs are highly appreciable.
Thanks,
Anjum S N.

Hi,
May help you:-----
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/00cfa0ca-f11c-2a10-eb8f-b69a103f6caa?quicklink=index&overridelayout=true
Regards,
Suman

How to process Fisacl year change for Investment Management with Project?

How to process Fisacl year change for Investment Management with Project as measure

hi
check this menu path
Accounting --> Investment Management --> Programs --> Periodic Processing --> Fiscal Year Change

Storage documentation in Solution Manager

Hello everyone!
I have some difficulties with methods of storage documentation in Solution Manager.
I know that we can hold docs these ways:
1. Documentation which are assigned with roadmaps. These docs are connected with different phases of implementation or other projects.
2. Documentation which are assigned with business-processes in transaction SOLAR01- Business blueprint. I like this way, but the problem is that we should describe all process for which we want to hold docs.
Is there any possibility for storage like some kind of place where we can store docs and can easily find this documentation with help of key words for example...
If anybody know any other way I will be very appreciate...
Thanks

Olga-
Yes it is possible to report on and search for documentation by keyword. You will still need to maintain a structure in the Blueprint Transaction in order to take advantage of the functionality. Here are the steps.
1.) Maintain Keywords
In the Project Administration Transaction (SOLAR_PROJECT_ADMIN) you would select the Project Standards tab and the Keywords subtab. When you press the Project Template button on the bottom of the screen you can maintain your desired keywords and then use the black arrows to move them in or out of the Project Keywords "queue". After saving, you would use the black arrows again to move the newly created keyword into the Project Keywords queue (again). Flag the Documents radio button and Save.
2.) Assign Keywords to Documents Loaded against nodes in the Business Process Structure
In the structure that you created in SOLAR01, highlight the node to which the document is loaded against and choose either the General or Project Documentation Tab on the right hand side of the screen (depending on which tab you loaded the document to).
Highlight the document and click the Attribute button
In the Keywords box select from the drop down one or several Key Words that you maintained in step 1.
Save.
3.) Find documentation with help of key words
From the menu bar select Environment --> Project Analysis --> Assignments --> Documentation.
In the Document Keywords box, select 1 or more Keywords to search on.
Execute.
When your search results appear you can double click on the Document to be taken to where the document is loaded in the structure.
Hope this helps.

Documentation on Investment Management

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