Investment order?

hi
why we use intenal order budgeting in investment order(order type-pm07)not wbs budgeting.
investment order is like when we do erection and commisioning of an equipment which i think
is investment of money in a project(erection and commissioning).
regards
sanjay

Hi,
We can trace through investment program by assigning it to order.after that we can assign budget in IM52.
Regards
Satish

Similar Messages

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.

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

Settlement of Investment Order - Auto creation of Sub asset for settlement

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Dear experts
Request your help on Investment orders settlement.
We are doing settlement of Investment orders to sub asset numbers, where sub assets are created well in advance.
Our client want system to create sub asset numbers automatically, while doing the settlement of Investment orders itself.
Is it possible ?, If possible, please let me know, what are the settings I need to do to meet this requirement.
Thanks in advance
S. Habib Pasha.

Hiya,
Go to IMG --> Controlling --> IO --> Actual Postings --> Settlement --> Automatic Generation of Settlement Rules.
There is no SAP Standard created for settlements to sub-assets, so you'll need to create one using option 4 there "User-Defined Strategies for Automatic Generation ...".
Once this is done, get an ABAP Developer to code the settlement rule by creating a custom project in that same transaction. The rule will be similar to the SAP Standard ones created in option 1 of the same node.
Once this is done, create strategy sequences for this, and assign to Order Type(s).
If your users can maintain a basic investment profile when creating the Order Master Data, the developer can be directed to pick that data (aka fields) for the creation of the subasset number.
Hope this helps.
Cheers.

Investment order field is missing in origin tab of asset master (AuC)

Dear Experts,
While creating an asset master (AuC), the Investment Order field is not shown for the input, in the Origin Tab. Whereas for Asset master for the other Asset classes are showing this field for the input.
Please advice how can I get this field in the asset master under AuC asset class.
Thanks in advance in anticipation.
An early reply is well appreciated and properly rewarded with points.
Regards
Preethi

Hi,
First check the asset Scr.layout rule for asset class by using path -
Spro>Financial Accounting>Asset Accounting>Organizational Structures>Asset Classes-->Define Asset Classes
Select your asset class and check - asset Scr.layout rule .
Then go to -
Spro>Financial Accounting>Asset Accounting>Master Data>Screen Layout-->Define Screen Layout for Asset Master Data
Click on - Define Screen Layout for Asset Master Data
Select your Screen layout which you got earlier. In Logical Field group select 'Inv. account assignment'. and double click on field group rule.Then make required changes in 'Investment Order' as required - Required, optional, display.
Then check asset master data in AS02.

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 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.

Movement type for stock transfer from investment order to the regular stock

Hi,
Is there any movement type for the transfer from investment order to storage location stock? We have wrong created purchase orders, where the GR transferred the items to the investment orders. The problem is, that there already a lot of invoices posted on this items..
Is there any clever solution?
Points granted,
Saso

Hi
In MTO scenario the stocks are manufactured for the particular sales order and in MMBE the stocks are managed as sales order stocks assigned to that particular sales order no
This is due to the sales order item cat in MTO carrying specal stock indicator as E
Opening these stocks to unrestricted is meaningless and not possible because costing and all would have been done according to the sales order
Non MTO scenario
+Note MTO stocks are different and sales order stocks are different+
All MTO stocks are managed as sales order stocks
But not all sales order stocks are MTO stocks
But if you want move the stocks from a sales order to unrestricted then MB1B movement type 411 E
Moving stocks from one sales order to another sales order MB1B movement type 413 E
Regards
Raja

Cash Flows For Investment Order

Hello
Is it Possible to generate cash flows for Investment Order
Regards

Hi,
Investment order is determined by the object class and used for asset creation. The other funtionalities of the Internal order will remain same. So you can create cash flow for investment Order.
This may help
Regards
Shantanu

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,

Investment order settlement?

hi
   can anyone tell me why we settle investment order on AUC and not on cost centre.
                                                                                regards
                                                                                sanjay nanda

Hi,
COST CENTER--->The costs that arise from processing an order (for example, costs for material, personnel or external services) have the individual technical objects (equipment, functional locations) as a reference object.
The costs are initially collected on the order. They are then transferred to the settlement receiver specified in the settlement rule. The receiver of the costs is independent of the reference object, which merely provides a proposal.
AUC--->>Special order that settles the costs of an investment measure to an asset under construction (AuC).
Investment measures are used to create new assets or maintain existing assets to increase their value, which you must then capitalize.
You can settle the costs that have been collected on an investment order to an AuC. In this case, the system automatically generates a settlement rule for the AuC when the costs are first settled. If some of the costs collected on the order are to go into the costs settlement, then you can create another settlement rule (preliminary settlement) manually for these costs.
You can test particular settlements to find out which type of settlement is most suitable for you. To simulate depreciation for an order, choose the tab page Investment in the investment order and then Depreciation simulation. The system saves the data from the depreciation simulation. The order subsequently receives a corresponding status.
As soon as the fixed asset is completed, you can create and process your data from the order. In the case of full settlement, the system posts the values that were originally on the AuC to the completed fixed asset.
Regards,
Rakesh

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

AUC Settlement through Invest Order

Hi
Could please explain me how the Investment order works and the settlement of the Investment Order by step by step.
Please help me I am in need
Thanks & Regards
Ramki

Hi
1) Create Investment Order, with AUC master record (KO01).
2) Created budget for Investment Order (KO22).
3) Release the Investment Order in control data tab (KO02).
4) G/L Posting to Investment Order with amount 200$.(FB60)
5) AUC Settlement (KO88). (System created the settlement rule AUTO in KO02 here).
6) Created Final asset for settling from AUC (AS01).
7) Internal Order for AUC is "technically complete" so the system will perform 'full settlement' during next order settlement run.
Reg
Suresh

Internal order investment order (very very urgent)

KO88 settlemment of investment order
Detailed description of issue and/or error message
A Dec'06 accrual as been re-accrued throughout 2007 until December when the actual invoice arrived which was considerably lower than the original accrual. A journal has been created to reduce the Internal order value in Dec'07 and credit accruals but when it comes to settle the asset the following message appears... Acquisition value negative in area 88. Message no. xxxx Asset affected: 1110088-0000
Expected results
To settle the Internal Order 11111106 to final asset 1111020007 without error
thanks in advance
high value points are assigned
Sunitha Reddy
Edited by: sunitha reddy on Jan 11, 2008 9:13 AM

Hi Sunita,
1st pls check whether the values being posted are correct. If so. the For the AUC in depreciation area's tab pls double click on the book depreciation area - additional specification Check the checj box "Neg. vals allowed"
Then try to selle the Investment order.
With Best regards,
M. Naveen Kumar.

Investment order?

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