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

Similar Messages

IM - Appropriation Request

Hi,
We need to implement Appropriation Request and have the approval done automatically via workflow.
I have some questions here. Any inputs will be appreciated.
1. I noticed when I go to SPRO: Investment Management > Choose Appropriation Requests > Master Data > Control Data > Process Selection Criteria, there seems to be an option for Internet (Easy Web). --> I want to know if this means users will need to login to web gui to access SAP?
2. How to link to workflow? Is it possible to set it to link to workflow once the appropriation request is created / saved?
I would appreciate if you can send me any relevant job aid / guide on implementing this.
Thanks!
Regards,
Vivian

The standard AR workflow sends a notification (document once approved) to the applicant and workflow to the approver (for approval). For details refer the link below:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/2a/f9f542493111d182b70000e829fbfe/content.htm
Standard reports under Investment Management>Appropriation Requests>Reports on Appropriation Requests>Master Data Lists ex.,T Code IMR5 - Appropriation Request Without Distribution Without Variants with changed layout to include system status would show you the required information.
Regards
Sreenivas

IM - Appropriation Request approval authorization based on Budget Value

Hi all,
Can someone help me confirm the following?
I'm implementing Investment Management module and use appropriation request (AR) to approve budgets where AR statuses can be approved only by certain authorization groups, and we do not use Workflow. The problem is that we want the status change not only based on authorization but combined with the budget value. For example, for budget <50,000 then Superintendants can approve the AR but if it's >50,000 then only Managers can approve the AR.
As far as I've looked, IM module does not provide this functionality where authorization can be restricted based on budget value. Can someone confirm this?
Thx very much in advance!
cheers,
-Ri-

The standard AR workflow sends a notification (document once approved) to the applicant and workflow to the approver (for approval). For details refer the link below:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/2a/f9f542493111d182b70000e829fbfe/content.htm
Standard reports under Investment Management>Appropriation Requests>Reports on Appropriation Requests>Master Data Lists ex.,T Code IMR5 - Appropriation Request Without Distribution Without Variants with changed layout to include system status would show you the required information.
Regards
Sreenivas

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

BAPI/Function Module for approve Appropriation Request?

Hi Friends,
Please guide me for
BAPI/Function Module for approve Appropriation Request?
Regards
Ricky

Hello
Check these BAPI
BAPI_APPREQUEST_ADDVARIANT     Add a Variant to an Appropriation Request
BAPI_APPREQUEST_CHANGE         Change an Appropriation Request
BAPI_APPREQUEST_CHANGEVARIANT Change Appropriation Request Variant
BAPI_APPREQUEST_CREATE         Create Appropriation Request
BAPI_APPREQUEST_DELETE         Deletion of an Appropriation Request
BAPI_APPREQUEST_GETDETAIL      Display of an Appropriation Request
BAPI_APPREQUEST_GETSTATUS      Display Status of an Appropriation Request
BAPI_APPREQUEST_REMOVEVARIANT Delete an Appropriation Request Variant
BAPI_APPREQUEST_SETSTATUS      Setting System and User Status of Appropriation Request
BAPI_APPREQUEST_SETSTATUSVARNT Setting of User and System Status on Variants

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.

Re: Approving two plan variants in an appropriation request

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
- give both CRTD & APPRD versions in IM34... select status profile for approved & roll up
then check in IM36 ...
Regards,
Venkatesh

Not possible to delete link investment program position from Appropriation request

Dear specialists,
We have a problem with deleting a linked investment program position in an appropriation request (IMA3, IMA11 or IMA12).
We could edit some of the appr.req.'s but a few give an error.
Steps done:
We deleted the status BUDG from the linked projects (budgets deleted and OPSX for deletion of status).
The we run the IM27_repeat.
For the most of the appr.req.'s the linke was removed (table IMZO).
For a few of our req.'s the link is not removed so that we can't link the new progr.pos. to this appr.req.
Regards,
Marcel

Hello Marcel,
Please check Customizing of the investment program type under 'assignable operative objects' in t-code OIT3 or in following path
SPRO --> Investment Management --> Investment Programs --> Master Data --> Define Program Types
Also check in following SAP note
130216 - Program position not allowed for measure
Regards
Tushar

Appropriation request - Investment management. (configuration)

Hi All,
I am going to implement appropriation request and Investment management.
1st. What kind of configuration required?
2nd. How can we activate the workflow for the appropriation request ?
3rd. Can we linked the appropriation request to IM module ? in another word, let say we have put some amount in appropriation request, then can we make it automatically allocated in IM module
4th. Please advice.
Cheers,
Nies

I don't have any better configuration guide than what's already there on help portal (Best Practices)
Q06: Investment Management:
http://help.sap.com/bp_bblibrary/600/BBlibrary_start.htm
Also refer few SAP tutor files (offline demos on IM/PS Integration) available under below link;
Business Information>Preconfigured Scenarios>U71: Equipment Construction Management
http://help.sap.com/bp_utilitiesv1500/UTL_India/index.htm
Regards
Sreenivas

Assignment Wbs in Appropriation request (SAP Investment Management) viaBapi

HI All,
In order to meet the need of my customer, we made a program ( with BAPI ) in order to automatically create the Appropriation request and the project definition and Wbs by uploading a file...first steps works fine until the creation of the WBS
the assignment of WBS to approriation request is not possible , receiving error message project definition does not exist but when I check the project definition via cj03 , I find my project !!! I checked also that the field INACT is empty in ia table PROJ ,
How can I assign a WBS to an appropriation request ??
Need helps please ?

Hello Prabhu,
Yes , it's was done !!!
the problem is that I turn in round , I don't know if something is missing of or the order of the objects created is correct
1) Appropriation Request ( via Bapi BAPI_APPREQUEST_CREATE )
2 )BAPI_TRANSACTION_COMMIT and wait
3)Activate Project Definition to assign WBS Element for Appr.Requ (CJDW_PROJ_ACTIVATE_IM)
4)Change now the Appr.Request to add the WBS Element. (BAPI_APPREQUEST_CHANGE)
5 BAPI_TRANSACTION_COMMIT and wait
6)Create WBS Element (BAPI_PS_INITIALIZATION after BAPI_BUS2054_CREATE_MULTI)
7)BAPI_PS_PRECOMMIT
8) BAPI_TRANSACTION_COMMIT and wait
*Error message received WBS element BE/10/IPKG/1404/D-056 does not exist*
*Message no. ABPS021*

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!
TL

Hi,
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

Error message while creating Appropriation Request

Hey there,
I am getting Error message while creating Appropriation Request.
I have done all the confiig according to SAP Best Practices U30 Investment Management.
When going into transaction IMA11(Create an AR) I can full in all fields but as soon as I click on the Control Tab I get a Run time error. Also when attempting to save the AR without clicking on the Control tab I get this message.
Any help would be greatly appreciated
RAISE_ exception
Runtime Errors         RAISE_EXCEPTION
Date and Time          18.07.2011 07:15:07
ShrtText
Exception condition "ERROR_IN_STATUS" raised.
What happened?
The current ABAP/4 program encountered an unexpected
     situation.
Error analysis
A RAISE statement in the program "SAPLAIA_TOOL" raised the exception
     condition "ERROR_IN_STATUS".
     Since the exception was not intercepted by a superior program
     in the hierarchy, processing was terminated.
Short description of exception condition:
For detailed documentation of the exception condition, use
     Transaction SE37 (Function Library). You can take the called
     function module from the display of active calls.
Trigger Location of Runtime Error
     Program                                 SAPLAIA_TOOL
     Include                                 LAIA_TOOLU11
     Row                                     119
     Module type                             (FUNCTION)
     Module Name                             AIA_TOOL_GET_STATUS
Source Code Extract
Line SourceCde
89 *                TYPE       = SY-MSGTY
    90 *                CL         = SY-MSGID
    91 *                NUMBER     = SY-MSGNO
    92 *                PAR1       = SY-MSGV1
    93 *                PAR2       = SY-MSGV2
    94 *                PAR3       = SY-MSGV3
    95 *                PAR4       = SY-MSGV4
    96 *           IMPORTING
    97 *                RETURN     = ls_return.
    98 *   endif.
    99 *   if not ls_return is initial.
   100 *      append ls_return to return.
   101 *      raise error_in_status.
   102 *   endif.
   103 *
   104 * Füllen der Ausgabetabellen
   105    perform fill_output_tables tables lt_status
   106                                      lt_jsto
   107                                      et_appreq_status
   108                                      et_appreqvarnt_status
   109                                      et_appreq_user_status
   110                                      et_appreqvarnt_user_status
   111                                      lt_objnr
   112                                      lt_objnr_varnt
   113                                      lt_return
   114                               using i_language
   115                                      i_with_text.
   116
   117    if not lt_return[] is initial.
   118       append lines of lt_return to return.
>>>>>       raise error_in_status.
   120    endif.
   121
   122
   123 ENDFUNCTION.

Hi,
You said you are trying to do this stuff in IDES right.
If you are using IDES provided by a company and where many people play on IDES, then you can get many such issues...
This is by our experience. Today you do something in IDES and tommorow that thing or config is screwed up by others.
If you have your own IDES, then check the suggestion given by the forum Guru's.
Regards,
SB

Report for IM (appropriation request ) and MM (PO/GRN)

Hi Friends,
Is there a report which shows the appropriation request (IM module) and the purchase order / grns created for a particular appropriation request (internal order).
pls. suggest...
Pankaj

Hi Friends,
Please refer revise query
Is there a report which shows the investment order-internal order (IM module) and the purchase order / grns created for a particular appropriation request (internal order).
pls. suggest...

DMS Object Linking with Appropriation Request (Ecc6.0)

Dear All,
ECC 6.0(ERP 2005)
<b>Steps:-</b> (Error in Object Link for Appropriation Request)
I am opening DIR in change mode
going to object links TAB
attaching object link for appropriation request
saving the DIR
Re-opening the same DIR with Appropriation Req. Object link
going to object link TAB
double clicking the attached object for Appropriation Req.
<b>Error****this does take me to maintained TCODE IMA11 for Appropriation Req. "but it does not display specific attached object"</b>
I mean it is not displaying attached object (Appropriation req.,Variant) it just take me to initial screen of IMA11....
IF any one knows possible solution pls. reply
Regards,
Tushar Dave

Hi Dave,
please change the transaction from IMA11to IMA3 and see if the request is now
displayed. In transaction SPRO under
Cross-Application Components
-> Document Management
   -> Control Data
       -> Maintain Key Fields
the entry for object IMAV should look like this:
IMAV     IMA3     POSNR1
I hope this information will help you.
Best regards,
Christoph

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!
Jessica

Hi 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

Preinvestment analysis in Investment Mgt. appropriation request variant

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