Investment Mgt

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]
Request you to sent me atleast the Process Flow/User Documentation to the Mail ID mentioned above (i.e., [email protected])
Thanks in advance,
Gopi

hi
For 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
http://help.sap.com/bp_bblibrary/600/BBlibrary_start.htm
nagesh

Similar Messages

Investment mgt:Error while distributing budgets using IM52 transaction code

I am getting an error message"Availability control can not be activated for hierarchial projects" when I distribute budgets using IM52 transaction code in Investment management.
Can you please tell me why and how to solve it?
Edited by: aravind reddy on Aug 19, 2008 4:34 PM

I am getting an error message"Availability control can not be activated for hierarchial projects" when I distribute budgets using IM52 transaction code in Investment management.
Can you please tell me why and how to solve it?
Edited by: aravind reddy on Aug 19, 2008 4:34 PM

Preinvestment analysis in Investment Mgt. appropriation request variant

Hi,
Can anybody provide some information on preinvestment analysis in SAP system?
This tab is available in Investment Management- appropriation request - Varinats - Preinvestment analysis - Caliculate preinvestment analysis figures.
I want the preinvestment analysis of an appropriation request shud be caliculated by SAP system itself. Wat r the configurations required to be done?
Thanks
Kishore

You have to do the customization in IMG > Investment management > Appropriation Request > Planning > Specify Yield Curve for Determining Net Present Value
Settings:
1. Enter a yield curve for the currency,
2. For each yield curve, enter any number of terms (The time period is not allowed to exceed 80 years).
3. For each term, enter interest rate.
After this Specify Value Date for Determining Net Present Value in the next step.
Be sure of the cash flow for the variant, for correct calculation of the IRR and net present value.
Reward points if the solution is useful
Thanx
Murali

Required Information on REM (Real estate mgt ); IM ( Investment Mgt ); FM.

Hi,
Currently We are implementing one Telecome project and modules are FICO, MM,SD, PS,REM,IM&FM with ECC 6.0
without new G/L concept.
If anyone knows the configurations settings on FICO with PS,REM,IM,&FM please send me those settings, and also please refer me the concerned books.
Regards,
Vani
Edited by: Vani P NVS on Jun 9, 2008 2:53 PM

Revenue Analysis of Investment Certificates

Hello guys!
I have a product type created based on product category 20 - Investment certificate.
I´ve created a purchase transaction with PRICE = 500,000000 for this product on 10.01.2010 and I would analyse revenues that I got with this contract, let´s say today 10.07.2010
I updated, using t-code S_ALR_87008536 - Enter Security Prices, the security price for today with 505,00 but I can´t see revenues fixed until the date 10.07.2010 on t-code S_ALN_01001159 - Revenues.
I´ve created a sale transaction for the product, then I could see revenues using t-code S_ALN_01001159 - Revenues.
My question is: is ther any other report I can use to analyse revenues of product categories 20 - Investment certificate without having created a sales transaction for the contract?
Any clue or idea will be really appreciated.
Volnei Luiz.

Hi,
To check the revenue in that report, you need to maintain relevant configuration in IMG -- Transaction Manager-- General Settings -- Information System -- Revenue classification.
In this maintain the relevant profit/loss types and assign them to your valuation area for your update type. Once you do the settings here only will it reflect in that report.
Regards,
Ravi

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

WBS Element vs investment order

Good Day,
Please can someone explain the following..................
I have CO objects a WBS element and an investment order and I have posted budgeted values to these CO Objects. I have posted actual values to these Co object via the MM and FI-AA module.
When I display the budgeted values for the WBS Element and the invesment order for the fields BPJA-WTJHR the vaules are positive. Once the actual values are posted to the WBS Element and investment order the values are displayed differently on the table COSP-(WTG001-WTG016).
For the WBS Element the values are dispalyed as negative on table COSP -(WTG001-WTG016) and for the investment order the values are displayed as postive but both values for the different CO objects are expenditure which has occured via the MM and FI-AA modules Therefore can someone please explain to me why these values are displayed differently yet the budgeted values are displayed the same.
Your soonest response would be appreciated.
Kind Regards
Ropetra

Hi
please gop through this notes it may be help full for you...............
Planning and Budgeting Measures
Use
Using this function, you can plan and budget investment measures, even if they are not already assigned to an investment program.
Integration
All of the planning and budgeting functions of orders or projects are at your disposal for the corresponding measures. For more information, see the documentation for the R/3 components, Internal Orders (CO-OM-OPA) and Project System (PS) .
Orders or WBS elements that are assigned to investment programs cannot receive their overall budget by means of the budgeting functions in CO and PS, when the Budget distribution indicator is set in the program position to which they are assigned. Instead, they are limited to receiving their overall budget only by means of the budgeting functions in Investment Management.
Prerequisites
Certain restrictions apply when an investment program type is entered in the budget profile of an order or WBS element. When this is the case, the order or WBS element cannot receive overall budget unless you assign it (or a higher-level WBS element ) to an investment program position. Until you make this assignment to a program position, the fields for the overall budget and/or annual budget for orders or WBS elements are not ready for input and cannot be changed.
Activities
To plan or budget orders, choose Internal orders ® Planning ® Overall values ® Change or Budget ® Original budget ® Change.
To plan or budget WBS elements, choose Investment projects ® Planning ® Total costs ® Change or Budgeting ® Original budget ® Change.

The Program is for an investment firm

PLEASE HELP!!!
This program will read in a file, then will do an average for the month or year or will print out a graph for the month or the year.
Here are the errors and the code:
InvestUnlimitedDH.java [67:1] No method found matching setData(int,int)
myUse.setData (21, c);
^
InvestUnlimitedDH.java [71:1] Undefined variable, class, or package name: myUse
myUse.setData (248, c);
^
InvestUnlimitedDH.java [71:1] Undefined variable, class, or package name: c
myUse.setData (248, c);
^
InvestUnlimitedDH.java [71:1] Invalid expression statement.
myUse.setData (248, c);
^
4 errors
import java.text.DecimalFormat;
import javax.swing.*;
import java.util.*;
import java.awt.*;
import java.awt.event.*;
import java.lang.*;
public class InvestUnlimitedDH
public static void main (String args [])
InvestGui myInvest = new InvestGui();
myInvest.setDefaultCloseOperation(JFrame.EXIT_ON_CLOSE);
class InvestGui extends JFrame implements ActionListener
JComboBox box;
JButton button1, button2;
JRadioButton rbutton1, rbutton2;
//JTextArea
//ListText
public void Invest()
Container c = getContentPane();
c.setLayout(new FlowLayout());
String []names = {"Disney", "Black and Decker", "OutBack Steakhouse"};
box = new JComboBox (names);
c.add(box);
button1 = new JButton ("Chart");
button2 = new JButton ("Average");
rbutton1 = new JRadioButton ("Month");
rbutton2 = new JRadioButton ("Year");
c.add(button1);
c.add(button2);
c.add(rbutton1);
c.add(rbutton2);
box.addActionListener(this);
button1.addActionListener(this);
button2.addActionListener(this);
setSize (200, 150);
setVisible (true);
public void actionPerformed (ActionEvent event)
if (event.getSource() == button2)
if(rbutton1.isSelected())
int c = box.getSelectedIndex();
UseDataClass myUse = new UseDataClass();
myUse.setData (21, c);
double y = myUse.getAvg();
else
myUse.setData (248, c);
else ;
class GraphicGui extends JFrame
public void paint (Graphics g)
super.paint(g);
//the outer rectangle
g.drawRect(30,30,478,350);
//the y value gridlines
g.drawLine(30,80,508,80);
g.drawString("60",15,85);
g.drawLine(30,130,508,130);
g.drawString("50",15,135);
g.drawLine(30,180,508,180);
g.drawString("40",15,185);
g.drawLine(30,230,508,230);
g.drawString("30",15,235);
g.drawLine(30,280,508,280);
g.drawString("20",15,285);;
g.drawLine(30,330,508,330);
g.drawString("10",15,335);
//the array holds the data in reverse order - most recent data at top
//we want to graph oldest to newest (left to right)
//so array is accessed from the end to zero, i allows us to place data
//left to right, while reading array from bottom up
int i = 0;
for (int count = data.length-1; count >=0; count--)
//x = position from left always starting 30 pixels out(1.9 is used to
//spread the data across window
int x = (int)(30+(i*1.9));
//380 is the location of the bottom line of rectangle, measure up from
//380 to determine location of where price should go (5.0 is used to //spread data correctly)
int y = (int)(380-(data[count]*5.0));
g.fillOval(x,y, 3, 3);
i++;
class DataClass
//dataList has three rows and 248 columns of doubles
private static double[][]dataList = new double [3] [100]
//these are the names of the files that hold the data
private static String[]fileNames = {"Disney", "Black and Decker", "OutBack Steakhouse"};
public static double setData()
try
for(int index = 0; index < fileNames.length; index++)
BufferedReader dat = new BufferedReader(new FileReader("a:\\" + fileNames[index]));
//inner loop will go through 248 times-the length of the file
for (int count = 0; count < 100; count ++)
//reads in a string from file and converts to a double and stores in the array
dataList[index][count] = Double.parseDouble(dat.readLine());
//close file before opening next file
dat.close();
catch(FileNotFoundException e)
System.out.println(e);
catch(IOException x)
System.out.println(x);
//called by method setData in UseDataClass
public static double[][]getData()
return dataList;
class UseDataClass
//t = the timeframe and comp = the company
int t, comp;
//x = the dataList
double[][]x = DataClass.getData();
private double [][]theData;
//gets the array from the DataClass
public void setData ()
theData = DataClass.getData(month, year)
company number t = time; comp = co;
setData (int time, int co);
findMin();
//this method finds out the smallest number in each array
void findMin()
//set minimum = to first value in array
double min = theData[comp][0];
for int count = 0; count < theData[comp].length; count ++)
if (theData[comp][count] < min)
//found new minimum
min = theData[index][count];
public double getAvg()
month = t * 21;
year = t * 248
return result;

Not exactly sure what is being accomplished, but your problem lies with the setData method (as stated by the trace).
When calling the method, you are doing myUse.setData(21, c) or myUse.setData(248, c). In both cases, you are passing two arguments (21 and c or 248 and c). However, the method setData() in the UseDataClass is not setup to accept any arguements. You need to do one of the following:
1) if you want to use the two numbers being passed, you need to change the method to be something like:
//up top:
myUse.setData(21,c);
//within the UseDataClass class:
setData(int a, int b)
//then do whatever you want to with the a and b...for instance:
t = a;
co = b;
//now t =21 and co = c
2) if you don't want to use any of the numbers being passed, then don't pass them:
//up top:
myUse.setData();
//you can just leave the setData() method alone since it is already setup to work without arguements
3) If you want to switch between the two methods (ie - sometimes pass arguements and sometimes not), you can create another method like the one in the first example.
here's what I mean:
class UseDataClass
public void setData()
//do what ever you want here without worrying about any values...
public void setData(int a, int b)
//now use the a and b values...
You could then do either:
myUse.setData();
or
myUse.setData(21, c);

I have invested over 6 hours on the phone and with my Verizon Authorized Rep. trying to get the Bonus 1 Gig of Data for myself on the More Plus Plan. Cut and dry situation but today was told I have to wait about 7 days until they can get me "an answer" o

Basic question is why are any of the minimun 8 Verizon reps that I or my Authorized Verizon Rep (at Costco) spoke with unable to resolve a very simple, straightforward issue that should have been resolved in 15 minutes max. Instead I (a 14 year verizon customer) have been given the runaround and have invested over 6 1/2 hours in trying to get someone to acknowledge that I an owed 1 GB of Bonus Data on my new phone on our new plan. My wife got hers. I am just venting now as I intend on returning the phone tomorrow (I got it Thursday) and turning around and getting an identical new phone. This was suggested to me as an option by both the Rep who sold my wife her phone and the rep who sold me mine as that way I would not have to contiinue dealing with this ridiculous state of affairs (they indicated that my Free gig request was being sent to another department and that it would be about 7 days befor they get an answer). Just Venting . Thanks

No I was considerate, etc. The root of the problem stems from the fact that when I went to get my new phone I asked the salesperson if I should sign up for the new plan or if my wife should do it the following day when she buys her new phone (also at a Costco but in a different state). The salesperson said it made absolutely no difference so I elected to have my wife do it. When she did the next day she got her free Gig and her salesperson told her that I need to call in to make sure I get the gig that I am entitled to as well. That's when the runaround started with the first call consisting of me basically advising Verizon of what the promotion consists of, etc.since they insisted that it was one gig per Plan, that there were no exceptions to this, etc. As mentioned they wanted to know where I got the information that it was one gig per qualifying phone. (Both the rep and her supervisor obviously were not aware of how Verizons heavily touted More Everything plan works). They told me finally that I needed to go back to the Costco where I got the phone. I did. The salesperson apologized numerous times to me for advising me that it made no difference who signs up for the plan or when. She then spent over two hours on the phone (with me next to her) attempting to explain to Verizon what happened, how it was her fault, and how I was clearly entitled to the Bonus Gig since I also had a qualifying phone. Finally she was transferred to someone who authorized the Bonus Gig (since I was clearly entitled to it) and who indicated that it might take 24 hours to show up on my new Plan. 72 hours later, no change, and the runaround continues some more. The only reason I even came to this forum was to let off some steam since no one could give me an answer.. It's clear that I am entitled to the Bonus Gig yet the last supervisor I spoke with told me that he could only pass the request on to another department via e-mail (no direct contact, etc. even though I gave him the name and employee # of the Verizon rep who indicated the Bonus was approved) and that an answer should be forthcoming in about 7 days. I was very cordial with everyone I spoke with as I understand that they take their direction from the top. The countless hours I have spent dealing with this situation is something that no-one should have to go through, particularily someone who has been a Verizon Plan customer since about year 2000. Everyone seems to agree that I am entitled to the free gig but no one seems to be in a position to help this customer. Its a horrible way to treat someone. I talked with the original saleslady today and told her I would be in tomorrow to turn in the phone and get a new one along with the gig I was entitled to. She said that would be fine and wouldn't be a problem but that she would be happy to try calling Verizon once again to try to resolve the issue. I indicated that I'm done with wasting time taliking with well-meaning and courteous (and I assume underpaid) employees who I assume are pretty much directed from above that any concessions they make, even if the customer is entitled to them, will reflect badly on their employee evaluations . Good thing I am retired or I would really be worked up. They only way I would consider even talking to Verizon anymore on this is if they were to waive the $60 in upgrade fees my wife and I paid for the new phones. I hope this explains the situation to your satisfaction. Thanks.

Training and Event Mgt module Budget

Dear Friends
The training dept wants to make a budget for the entire year for their training programs. How to perform this budget activities in Training and Event Mgt module
Or it should be done in FI?
Please let me know the procedure
Regards
Kumar

Hi,
First you need to configure the settings in TEM integration with Budget Management. You require these settings, for example, for comparing the budgets created for your organizational units with the costs incurred by further training and education measures.
For budgeting:
Path: Human Resources->Training and Event Management->Business Events -> Budget -> Budgeting
TCode: PVBO
After completign the budgeting you have to release the budget for using. Once you release the budget, you cannot make any changes.
Then you can make the budget comparison:
Path: Human Resources->Training and Event Management->Business Events -> Budget -> Budget Comparison
Tcode: PVBA
Thanks
Srinivas Ch

Huge apple fan, have thousands invested in stock and products. I'm deployed and I want to know a way to play my PS3 through the thunderbolt connector to HDMI? is there any software to support this?

I would like to start off by saying, that I'm a huge apple fan, even own 8 shares. I have everytihing apple, from multiple phones, two ipads, macbook air, macbook pro, time machine, and 2 apple tv's. So, I easliy have invested enough for a reponse. But, I'm really frustrated right now because I'm deployed and I would love nothing more than to be able to play my PS3 on my macbook pro. I know that this would be easily possible if mac devoted a week to a solution. Or maybe there is already software that would allow me to use my thunderbolt connection to HDMI to connect to my PS3. I have the hardware, all I need is a program that would reconize this. This would only help there sales, so I don't understand why you can't already do this. To be able to use your screen on your macbook pro as a TV for your game consoles would be a huge to boost sales. Please tell me if this is possible and what I need to do it? Or please tell me why this is not possible?

Welcome to Apple Support Communities
What you want is Target Display mode. This mode is only supported in Late 2009 and Mid 2010 27-inch iMacs, and Mid 2011 or newer iMacs, but MacBooks Pro are not supported, so you cannot use your MacBook as a display for your PlayStation 4.
In the case of Late 2009 and Mid 2010 27-inch iMacs, there is an adapter called Kanex XD which allows you to use the iMac as a display for a Xbox 360 or PlayStation 3, but Xbox One and PlayStation 4 are not supported. In other words, you need an external monitor for your PlayStation 4.

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.

Error while creating PO for Asset is investment measure

Hi All,
I am getting error when I try to create PO for Asset which is investment measure.
Error is as below:-
Asset is investment measure, transaction type not allowed
Message no. AK005
Diagnosis
Asset 305000003 0 that is to be posted is an investment measure. You are not allowed to post transactions that affect acquisition value using the current transaction.
Procedure
Check the asset and transaction type 120.
I am using account assigment catergory 'A' in PO. I have checked Allowed transaction type for Acquisition and 120 is already allowed.
Please guide.

Hi,
Try to create PO with account assignment category as P/N for project related ones.
If the related asset is related to Investment Measure we need to settle transactions to WBS element and from WBS element to AUC. We cannot directly post to AUC.
Thanks and Regards,
padmaja

Error while doing investment order settlement

Dear all,
My client has not settled certain line items in the
previous year for some Investment orders. Now when he
is carrying out settlement (KO88), for the current
period, he is getting error message " AW 624"(first
settle items from the previous year in the previous
year). How can he settle previous years item in the
current year since FI & CO periods are all closed for
prev. year.
The settlement rule is AUC in this case.
Thanks in adv.
Vijaya

Hi
As per note 82514:
If you simply want to settle the unsettled values from the previous year
in the current year, proceed as described in Notes 425601 and 819197. If
settlement for the previous year is no longer possible, due to concluded
fiscal years in FI and CO, or the reporting problems described above
have to be avoided due to settlement in the previous year, settlement in
the current fiscal year is then particularly necessary.
As far as I know, if note 425601 is fully implemented, AW624 should
become editable in OBA5. Could you please check if the coding has been
correctly applied? Especially below steps need to be done manually:
As a prerequisite for Transaction OBA5, you must first of all implement
the program corrections of note 425601 and insert the following
table entries :
o As of Release 4.6: Use Transaction SM31 to include application
       area 'AW' into table V_T100SA.
o Start Transaction SM31 to include the following entry in table
       T100S:
       'Application area    MsgNo    Allowed      Standard   Switch off'
        AW                  624      EWI          E           'X'
Regards
Javier Reviriego

Auto generation of settlement rule for PM orders that are Investment Measur

Hi all
Has anyone successfully automatically generated settlement rules on a PM order that is an Investment measure? The settlement receiver would be an asset. User exit IWO10027 doesn't work. Std settings don't work either because a settlement rule is auto generated for the AUC on the order during settlement (Note 195607) because of IM.
Any ideas?
Thanks
CC

for a PM order as investm,ent measure the system assumes that you wish to create an AuC hence no other settlement rule generation is allowed
you can try by removing the asset class in the IM profile

Investment Mgt

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