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SAP : Investment Management (IM) Overview

Create an Investment Program : Transaction Code: IM01


The investment program can be used to augment planning and budgeting at the leve
l of the individual measure by offering planning, budgeting and monitoring of a
comprehensive budget.
Investment programs are helpful to enterprises that create an investment plan an
d a budget annually, and wish to monitor the budget as a whole, rather than just
at the level of individual measures.
Using investment programs, you can obtain an overview of planning and budgeting
processes in complex enterprise structures for all investments and large project
s of the group, while at the same time maintaining strict budgetary control.
Create Top Program Position : Transaction Code: IM11
The top program position is the highest level in Investment Management which is
company code specific, and it is the highest level that can have a budget.
Determine the SAP Profit Center prior to creating the investment program.
Determine the SAP Cost Center relevant for overall project management.
Change Investment Program Structure: Transaction Code: IM22
This change in structure is required to create the individual program positions.
These program positions are the equivalent of the line items in the legacy sys
tem.
Determine the SAP Profit Center responsible for the program position prior to ch
anging the program structure.
Determine the SAP Cost Center relevant for the program position (this can be dif
ferent from the Cost Center used in the top program position).
Edit Original Budget: Transaction Code: IM35
This transaction will establish the budget in SAP for a given investment program
and the relevant program positions. The Top Program Position is the highest le
vel where a budget can be entered
the budgeted amounts are pushed down to the lo
wer levels of management, i.e. the Investment Program Positions and the Internal
Orders. This type of budgeting is referred to as "Top-Down" budgeting.
Know the budgeted amounts for the program prior to executing the transaction.
Change Program Planning: Transaction Code: IM32
The instruction will walk the user through steps required to create a budget Sup
plement
Original Budget
Increased budget is required but original budget needs to remain unchanged
Create an Internal Order: Transaction Code: KO01 / KO02 / KO03
steps required to create an Internal Order.
Determine the program type and order type prior to creating the internal order
An internal order already existing can be referenced to minimize data input

Budget Distribution: Transaction Code: IM52


steps required to distribute the budget to measures (Internal Orders)
Create Overall Budget planning for IO: Transaction Code: KO12 / KO13
steps required to plan the budget of an Internal Order.
Determine the program type and order type prior to creating the internal order
An internal order already existing can be referenced to minimize data input
Display internal Order Actual Line Item: Transaction Code: KOB1
steps required to display an Internal Order Line Item.
Close Old Approval Year: Transaction Code: IM27_CLOSE
steps required to close an old approval year
Existing Investment Programs
A new approval year must have been opened prior to closing the old approval year
Selection of orders can be filtered based on the order status
Open New Approval Year : Transaction Code: IM27
steps required to open a new approval year
Budget Carry Forward : Transaction Code: KOCF
steps required to carry forward budgets
Prerequisites
An investment program with budget values
IM Reporting : Transaction Code: S_ALR_87012824 & S_ALR_87012813
steps required to run Investment Management Reports. This report is a drill-down
report. By double-clicking on any line item it takes the user one level lower.
Reports can also be executed from within each SAP module.