IM Configuration PDF

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IM Configuration Page 2 of 165 www.sapficoconsultant.com

TABLE OF CONTENTS
INTRODUCTION.........................................................................................................5
1 Investment Programs ..............................................................................................7
1.1 Master Data ......................................................................................................7
1.1.1 Define Program Types ........................................................................... 7
1.1.2 Define Person Responsible .................................................................... 9
1.1.3 Define Reasons for Investment............................................................10
1.1.4 Define Priorities ...................................................................................11
1.1.5 Define Scale .........................................................................................12
1.1.6 User Fields ...........................................................................................13
1.1.7 Specify Status Profile...........................................................................15
1.1.8 Assign Status profile to Program Type ................................................24
1.1.9 Special Symbol ....................................................................................25
1.1.10 Coding Mask........................................................................................26
1.1.11 Specify Automatic Assignment of Program Positions .........................27
1.1.12 Define Assignment Key.......................................................................29
1.1.13 Choose Organizational Units for Investment Programs ......................32
1.1.14 Generate Programs from Profit Center or Cost Center Hierarchy
(IM25) ..................................................................................................33
1.2 Planning in Program .................................................................................... 36
1.2.1 Maintain Planning Profiles ..................................................................36
1.2.2 Assign Program Type to Planning Profile ...........................................38
1.2.3 Assign Version to Approval Year or Program Type ...........................39
1.2.4 Defin e Authorization Levels for Plan Versions...................................41
1.2.5 Assign Version to an Authorization Level...........................................43
1.2.6 Define Number Ranges for Pla nning Line Items.................................44
1.3 Budgeting in Program .................................................................................. 45
1.3.1 Define Budget Profiles for Investment Programs ................................45
1.3.2 Assign Budget Profile to Program Type ..............................................46
1.3.3 Define Number Ranges for Budgeting Line Items ..............................47
1.3.4 Specify Budget Distribution ................................................................49
1.3.5 Specify Program Type in Budget Profile .............................................50
1.3.6 Store Budget Profile in Project Profile ................................................51
1.3.7 Specify Program Type in Budget Profile .............................................52
1.3.8 Specify Budget Profile in Order Type .................................................55
2 Appropriation Requests ............................................................................... 56
2.1 Master Data ................................................................................................... 56
2.1.1 Define Screen Layout for Appropriation Requests..............................56
2.1.2 Specify Tab Layout for Appropriation Requests .................................59
2.1.3 Process Selection Criteria ....................................................................61
2.1.4 Define Partner Determ. Procedure and Partner Functions...................64
2.1.5 Assign User Status to Approp. Request Type......................................68
2.1.6 Maintain Appropriation Request Types...............................................71
2.1.7 Define Number Assignment .................................................................75
2.1.8 Define Scores .......................................................................................81
2.1.9 Enter Short Descriptions for User Fields .............................................81
2.1.10 Specify Special Symbols for Approp. Request Number......................83
2.1.11 Maintain Coding Masks for Approp. Request Number .......................84
2.1.12 Restrict and Convert Coding Mask......................................................85

2.2 Cost Planning ................................................................................................ 87
2.2.1 Process Costing Variants .....................................................................87
2.2.2 Define Planning Profiles for Cost Planning .........................................89
2.2.3 Assign Approp. Request Type to Planning Profile ..............................91
2.2.4 Define Planning profile for Revenue Planning ....................................93
2.2.5 Assign Approp. Request Type to Planning profile ..............................94
3 Internal orders as Investment measures .................................................. 95
3.1 Master Data ................................................................................................... 95
3.1.1 Define Screen Layout for Asset Master Data ......................................95
3.1.2 Define Asset Classes ............................................................................98
3.1.3 Define Model Orders ......................................................................... 100
3.1.4 Define Order Types ............................................................................ 103
3.1.5 Define Investment Profile .................................................................. 111
3.2 Planning and Budgeting ............................................................................116
3.2.1 Maintain Planning Profiles ................................................................ 116
3.2.2 Maintain Budget Profile..................................................................... 120
3.2.3 Define Tolerance Limits for Availability Control............................. 123
3.2.4 Display of Active Account Assignment Objects ............................... 124
3.3 Settlement ...................................................................................................126
3.3.1 Maintain Allocation structure ............................................................ 126
3.3.2 Maintain Settlement Profile ............................................................... 131
3.4 Capitalization Values per Depreciation Area .........................................134
3.4.1 Define Capitalization Versions .......................................................... 134
3.4.2 Maintain Capitalization Keys............................................................. 138
3.4.3 Determine Accounts for Nonoperating Expense ............................... 141
4 Projects as Investment Measures ...........................................................144
4.1 Master Data .................................................................................................144
4.1.1 Define Field Selection........................................................................ 144
4.1.2 Define Project Profile......................................................................... 150
4.1.3 Define Investment Profile .................................................................. 157
4.1.4 Maintain Planning Profiles ................................................................ 158
4.1.5 Maintain Budget Profile..................................................................... 162
4.1.6 Define Tolerance Limits for Availability Control............................. 164

INTRODUCTION
Investment Management (IM) component provides the functionality to support

the planning, investment and financing processes for:
Capital Investments Acquisition of fixed assets which are either

procured or constructed in-house
Project that are under the category of the overhead
Maintenance programs
The term investment is thus not limited only to investments you capitalize for
book keeping.
An investment can be any measure that causes costs, and that may only
generate revenue or provide other benefits after a certain time period has
elapsed.
The IM component thus facilitates managing investments in the area of fixed

assets. Financial assets are managed in the Treasury component.
The Investment Management consists of the following components:-
1) Investment Program
2) Appropriation Requests
3) Investment Measures
4) Information system
The Investment Management component uses internal orders from Overhead

Cost Controlling and PM orders from Plant Maintenance (PM), as well as work
breakdown structure (WBS) elements from the Project System (PS).
The integration with Asset Accounting (FI-AA) enables easily to capitalize the
costs of internal orders and WBS elements that require capitalization to fixed
assets. Costs that are not to be capitalized can be settled to cost accounting.
Let us proceed for the configuration.

1 Investment Programs
For configuration we use the following path on the SAP application screen:-
SAP Menu Tools AcceleratedSAP Customizing SPRO - Edit

Project
The above path will not refer henceforth; we will directly refer to the IMG
node.
1.1 Master Data
1.1.1 Define Program Types
IMG Investment Management Investment Programs Master Data

Define Program Types
The program type serves to classify investment programs and contains

important control information. When you create a program definition, you have
to assign each program to a program type.
Click on

Update the following:-
Click on
Double click
Click on

Click on
1.1.2 Define Person Responsible

Allowed Values for Certain Master Data Fields Define Person Responsible
Here you define which employees can be responsible for the entire program
or for program positions. You can enter the name of the person responsible
in the master data of the respective program definition/program position.
You can limit access to the planning and budgeting of program positions using
the authorization object "person responsible."
Click on

Click on
1.1.3 Define Reasons for Investment

Allowed Values for Certain Master Data Fields Define Reasons for
Investment
Here you define the allowed characteristic values for the master data field
investment reason.

The reason for investment allows you to classify asset investments according
to their purpose (for example, as a replacement, acquisition).
You store the characteristic values for the investment reason
in the asset master record

or in the program positions
You can use them as sort keys for reporting.
Click on
Click on
1.1.4 Define Priorities

Allowed Values for Certain Master Data Fields Define Priorities
There are already priorities available in standard SAP.

If you require additional ones you can configure your own priorities.
We will use the standard priorities.

1.1.5 Define Scale

Allowed Values for Certain Master Data Fields Define Scale
Click on

Update the followin g:-
Click on
1.1.6 User Fields

User Fields Enter Short Descriptions for User Fields
You enter short descriptions and key words for user fields 1-12. The system
displays these short descriptions in the screens and reports in which the user
fields appear.
The entries you make here apply in all clients.

Double click

Click on
1.1.7 Specify Status Profile
IMG Investment Management Investm ent Programs Master Data

User Status Specify Status Profile
Click on
Click

Double click

Click on
Click

Select
Select
Click on
Double click

Click

Click on
Double click

Click


Click on
1.1.8 Assign Status profile to Program Type

User Status Assign Status Profile to Program Type
Here you assign a status profile to your program types. The system then uses
this status profile for all programs of this program type

Click on
1.1.9 Special Symbol

Coding Mask for the Position Key Special Symbol

Click on
1.1.10 Coding Mask

Coding Mask for the Position Key Coding Mask
Here you specify the coding screen for the preparation of program position
IDs by the system. The edit screens determine the structure and symbols that
can be used for position IDs.
Using the initial places in the position ID, the system determines which edit
screens it should use.
You can use the following symbols for editing:
X as placeholder for alphanumeric symbols
0 as placeholder for numeric symbols
special characters for formatting the position ID
In addition, you can also use a block indicator. If you set the indicator, then it
is not possible to create new program positions with this edit screen.
Example
You have already specified, in the configuration menu under Special symbol
that 1 is the number of relevant initial places of the position ID, and that the
special symbols / and - are allowed.
You specify the following edit screen for Z as the initial place: /000-XXX-
000/XXXX
The position number Z453BLM55ELEK is adapted to Z/453-BLM-555/ELEK.
The position number ZA53BLM555ELEK is rejected, because the second
place is not numeric, as required by the edit screen.
The position number Z453BLM is rejected, because it is too short according to
the edit screen.
Click on

Click on
1.1.11 Specify Automatic Assignment of Program Positions

Assignment of Maintenance Orders Specify Automatic Assignment of
Program Positions
Here you make the system settings for the automatic assignment of
maintenance orders to corresponding investment program positions
You can assign maintenance orders to an investment program in the same

way as you assign investment measures (WBS elements or orders). Using
this method, you can plan and budget maintenance activities using the
investment program.

Compared to investment measures, maintenance orders are usually created
much more frequently. Therefore, the system provides functions for
automatically assigning maintenance orders to an investment program
position.
This Customizing activity lets you define whether project numbers, which are
maintained in the master data of maintenance objects, or investment program
numbers, should be automatically transferred into the maintenance order or
service order.
PM01 is a Maintenance order type.
Take a drop down in the field copy assignment next to order type PM01 by
pressing function key F4 on the key board.

Select 1
Click on
1.1.12 Define Assignment Key

Assignment of Maintenance Orders Define Assignment Key
Here you can define for each assignment key the fields which can be used for
automatically determining an investment program.
This concerns fields in the maintenance order or fields from the maintenance
master data of the reference object, for example, of the functional location or
the equipment which is assigned to the order.
An order can always only be assigned to exactly one position in an investment

program. If the automatic search does not find a unique solution, for example,
because the data in the program positions does not allow one unique solution,
then no investment program is automatically assigned. During order
processing, the user is informed with an appropriate message.

Double click
Click on
Click on
Double click

Click on
1.1.13 Choose Organizational Units for Investment Programs

Generate Inv. Program from Organizational Units Ma intain Organiz. Units
as Levels for Investment Programs
Specify the structure of the investment program being generated by using

existing organizational units as a basis.
Click on

Click on
1.1.14 Generate Programs from Profit Center or Cost Center

Hierarchy (IM25)

Generate Inv. Program from Organizational Units Generate Programs from
Profit Center or Cost Center Hierarchy
Here you generate investment programs corresponding to the structure of

your enterprise, using your profit center or cost center hierarchies.
This step should only be performed if you want the investment structure
to exactly correspond with your cost center hierarchy.

Click

Click
Remove the
Click

1.2 Planning in Program
1.2.1 Maintain Planning Profiles
IMG Investment Management Investment Programs Planning in

Program Cost Planning Maintain Planning Profiles
Here we maintain planning profiles for investment programs.
You need planning profiles for the planning methods below:-
Overall planning for internal orders

Hierarchy cost planning for projects
Cost planning for investment programs or investment measures, and
for appropriation requests.

Click on

Click on
1.2.2 Assign Program Type to Planning Profile

Program Cost Planning Assign Program Type to Planning Profile
Here we need to assign the program type Z910 created earlier to the planning
profile.

Click on
1.2.3 Assign Version to Approval Year or Program Type

Program Versions Assign Version to Approval Year or Program Type
Click on

Click on

1.2.4 Define Authorization Levels for Plan Versions

Program Versions Define Authorization Levels for Plan Versions
Here you define authorization levels for plan versions. Authorization levels
help to reflect the various stages of the approval process for plan values of an
investment program.
You can assign an authorization level to a given version. This restricts the
processing of the plan values of this version to those users who have
authorization for the given authorization level. You can increase the
authorization level of a plan version step-by-step.
Double click

These are the authorization level available above.
Click
Double click
Here you can assign the authorization level to the authorization roles.

1.2.5 Assign Version to an Authorization Level
Investment Management Investment Programs Planning in Program

Versions Assign Version to an Authorization Level
Here we specify which authorization level is allowed to be used for processing

a given version.
In order to enter plan values for this version then, users need authorization for
this authorization level.
Click on

1.2.6 Define Number Ranges for Planning Line Items

Program Define Number Ranges for Planning Line Items
Changes to planned values are documented and can thereby be uniquely

identified.
In this step, you can change (reset) the number range intervals for the
assignment of line items within the framework of planning capital investment
programs. The system uses the number range 11 for planning capital
investment programs.
SAP delivers intervals for number range 11. You can use these intervals
without making any changes.
We will use the standard number range.
Click

1.3 Budgeting in Program
1.3.1 Define Budget Profiles for Investment Programs
IMG Investment Management Investment Programs Budgeting in

Program Define Budget Profiles for Investment Programs
Here we define the budget profiles for capital investment programs. The
budget profile contains the parameters for controlling the budgeting
transaction.
Click on

Click on
1.3.2 Assign Budget Profile to Program Type

Program Assign Budget Profile to Program Type

Click on
1.3.3 Define Number Ranges for Budgeting Line Items

Program Define Number Ranges for Budgeting Line Items
Changes in budget values are documented, and can therefore be uniquely

identified.
Here you can change (reset) the number range intervals for the assignment of
line items within the framework of budgeting for capital investment
programs. The system uses number range 10 for the budgeting of capital
investment programs.

SAP supplies the needed intervals for number range 10. You can use these
intervals without making any changes.
If needed, change the intervals delivered for number range 10.
We will use the existing number interval
Click

1.3.4 Specify Budget Distribution

Program Budget Distribution to Investment Measures Specify Budget
Distribution
Here you determine the program types, for which budget distribution should
take place from the investment program to the individual measure (no direct
budgeting of the individual measures).
The system sets the appropriate indicator in the programs of this program
type, at the level of the program position. However, you can still change the
indicator at the level of the p rogram position.
Click on

1.3.5 Specify Program Type in Budget Profile

Program Budget Distribution to Investment Measures Control of Project
Budget via Budget Profile/Program Type Specify Program Type in Budget
Profile
Here you assign a program type to budget profile.

Click on
1.3.6 Store Budget Profile in Project Profile

Budget via Budget Profile/Program Type Store Budget Profile in Project
Profile

Click on
1.3.7 Specify Program Type in Budget Profile

Program Budget Distribution to Investment Measures Control of Order
Budget via Budget Profile/Program type Specify Program Type in Budget
Profile
Before we maintain this step we need to create Budget profile in the following
step;-
IMG Investment Management Internal Orders as Investment Measures

Planning and Budgeting Maintain Budget Profile

Double click
Click on

Click on
After this step now Update:-

Click on
1.3.8 Specify Budget Profile in Order Type

Budget via Budget Profile/Program Type Specify Budget Profile in Order
Type
Here you assign the budget profile to internal order type.

Click on
2 Appropriation Requests
2.1 Master Data
2.1.1 Define Screen Layout for Appropriation Requests
IMG Investment Management Appropriation Requests Master Data

Control Data Define Screen Layout for Appropriation Requests
Here you define the screen layout of the master record screens for
appropriation request. The screen layout control you define is valid for the
whole client.
You can define modifiable and influencing fields in each screen layout control:
For the modifiable fields, you use an indicator to specify how the individual
fields are shown on the screen
For the influencing fields, you determine how the modifiable field is shown on
the screen based on a given value.

Click on

2.1.2 Specify Tab Layout for Appropriation Requests

Control Data Specify Tab Layout for Appropriation Requests
The master data of appropriation requests has been distributed to several tab
pages because of the large number of possible fields involved. You can
specify the content of these tab pages yourself.
You can specify the following for the tab layout of these tab pages:
Number of tab pages (maximum of 8)
Titles of the tab pages
The field groups that appear on each tab page, and the position in which they
appear
Let us see the one of the layout positioning
Select
Double click

Select
Double click
Likewise you can create your own tab layout

2.1.3 Process Selection Criteria

Control Data Process Selection Criteria
Here you specify the selection criteria that are available for selecting
appropriation requests when you call each of the transactions for processing
appropriation requests:
1) The standard appropriation request,
2) Simplified appropriation request and
3) Internet appropriation request.
You also specify the selection criteria that appear as standard when you start
each of these transactions.
The settings you make here also apply to overview planning.
Double click

Click
Double click
Click

Double click
Select
Double click

You can add further fields to the above screen if required.
2.1.4 Define Partner Determ. Procedure and Partner Functions

Control Data Define Partner Determ. Procedure and Partner Functions
Here you define the partner determination procedures and the partner
functions that belong to them. You assign a partner determination procedure
to an appropriation request by means of the appropriation request type. In the
master record of the appropriation request, you can assign the persons
involved with the appropriation request to appropriate partner functions
(roles). In this way, you can manage the names and functions of people
associated with the appropriation request.
The partner determination procedure plays a role in the approval
process for appropriation requests.
You have to assign a partner function, from the partner determination
procedure being used, to each approval level.
The person who holds the given partner functions is responsible for the
approval at that level.
There are standard partner functions defined. Let us check them out.

Double click
Click
Double click

Click
Double click

Select
Double click

Click
2.1.5 Assign User Status to Approp. Request Type

Control Data User Status Assign User Status to Approp. Request
Type

Double click

Click on
Double click

Click on
2.1.6 Maintain Appropriation Request Types

Control Data Maintain Appropriation Request Types
Here you define the appropriation request types.
The appropriation request type
classifies the appropriation requests according to any criteria you

decide to use
contains all control parameters for the master data maintenance and
planning of appropriation requests
Click on

Click

Click on
Click
Click on

Click to go down

Click on
2.1.7 Define Number Assignment
IMG Investment Ma nagement Appropriation Requests Master Data

Control Data Define Number Assignment
Here you define the number range assignment of appropriation request.
Number assignment can be controlled by the appropriation request type.
Click

Click

Click
Similarly create a group for Projects
Click

Click
Click
Click
Click

Similarly assign Z2 to other group

Click on

Click
2.1.8 Define Scores

Allowed Values for Certain Master Data Fields Define Scores
You use the score to classify your capital investments according to your own
criteria. You can define any number of scores. You can enter a score in the
master record of the appropriation request, and use the score as a sort
criterion in reports.
2.1.9 Enter Short Descriptions for User Fields

User Fields Enter Short Descriptions for User Fields

Double click
Update thefollowing:-
Click on

2.1.10 Specify Special Symbols for Approp. Request Number

Coding Mask for Approp. Request Number Specify Special Symbols for
Approp. Request Number
Here you define the formatting for the coding mask of the appropriation
request number. You can maintain the following formatting parameters:
The length of the key for the coding mask
You can enter up to five characters for the key. The key is used to
determine the coding mask that is used. The system uses the coding
mask for the appropriation request number, that has a key that agrees
with the first character of the appropriation request number that was
entered.
An indicator that specifies whether the key always has to have exactly
this length, or whether it can be shorter
A special symbol for quick entry of appropriation requests
Special symbols for the structure of the appropriation request number
An indicator that specifies that you can only use appropriation request
numbers that comply with the coding mask when you create
appropriation requests
Avoid these symbols: *,+,?,% and period. These symbols are used for other
special functions in the system.

Click on
2.1.11 Maintain Coding Masks for Approp. Request Number

Coding Mask for Approp. Request Number Maintain Coding Masks for
Approp. Request Number
Here you define the coding masks for appropriation request numbers.
The system determines the coding key that it should use based on the
first character of the coding key.
You can use the following symbols:
X for alphanumeric characters
0 for numeric characters
special symbols for the structure of the appropriation request number
We enter the following code mask for key
V -0000000.00.00.00.00
Thus the appropriation request number V66910010301 is automatically edited

to V-6691001.03.01

The appropriation request number and the top level wbs element
number will be the same.
Click on
Click on
2.1.12 Restrict and Convert Coding Mask

Coding Mask fo r Approp. Request Number Restrict and Convert Coding
Mask
Here you assign coding masks for the formatting of the appropriation request
number to appropriation request types.

Select
Double click
Click on
Click on

2.2 Cost Planning
2.2.1 Process Costing Variants
IMG Investment Management Appropriation Requests Planning

Cost Planning Process Costing Variants
PIM1 is a SAP standard costing variant available. Let us see the configuration
of the costing variant.

Double click
Click on

2.2.2 Define Planning Profiles for Cost Planning

Cost Planning Define Planning Profile for Cost Planning
Here you define planning profiles for cost planning for appropriation requests.
You need planning profiles for the planning methods below:

for appropriation requests.
Financial budgeting
Click on


Click on
2.2.3 Assign Approp. Request Type to Planning Profile

Cost Planning Assign Approp. Request Type to Planning Profile

Click on

2.2.4 Define Planning profile for Revenue Planning

Revenue Planning Define Planning Profile for Revenue Planning
Here you define planning profiles for revenue planning for appropriation
requests.
Here you can default the planning time frame (in the past and the future) and
the number of decimals to display
Click on
Click on

2.2.5 Assign Approp. Request Type to Planning profile

Revenue Planning Assign Approp. Request Type to Planning Profile
Click on

3 Internal orders as Investment measures
3.1 Master Data
3.1.1 Define Screen Layout for Asset Master Data

Master Data Assets under Construction Define Screen Layout for
Asset Master Data
Double click

The screen layout 9105 Capital investment measure is already created in the
Asset accounting configuration e -book.
Click

Double click
Select
Double click
Select
Double click
Click on

3.1.2 Define Asset Classes

Master Data Assets under Construction Define Asset Classes
We have already created an asset class for AUC Investment measure in the
SAP Asset Accounting configuration e-book.
Let us check out the configuration over here.
Double click

Double click
Click twice

3.1.3 Define Model Orders

Master Data Orders Define Mo del Orders
Model orders are not orders in the commercial sense, but serve merely as
references for creating "normal" orders. Model orders contain default values
for the orders in an order type. The Model order is assigned as the reference
order in the order type.
When you create a new order, all the fields active in the relevant order type
are copied from the model order to the new order
We will create a model order with some defaults.
Double Click

Take a drop down in order type

Click

Click on
3.1.4 Define Order Types

Master Data Orders Define Order Types
An Internal order is created under an Ord er type. An order type is used for
storing various control parameters and various defaults while creating an
internal order. It is used for classifying various types of internal orders
according to usage for e.g. internal orders for capital WIP and budget
tracking. A number range is assigned to the internal order type.
Let us create an internal order type for Investment measures.

Click on
Take a drop in the field Order category and select 01

Click . You get a message

Click to proceed
Click
Here you can hide the various fields or make it as required entry or only
display or available for input. Thus while creating internal order only those
fields are displayed and available for input.
Hide some of the fields which are not required as follows:-

Click on
Number Range needs to be assigned to the internal order type.

We will configure internal number range for our internal order type Capital
WIP (Budget tracking)
Click on in

Position the cursor first on then
Click
Click

Click
You will find internal order type Z912 in not assigned
You need to assign the order type to the group we created above.
Proceed as follows:-
Position the cursor on
Click on . Note that it bec omes blue.
Select the group we created
Click

The internal order type Z910 moves under the group which can be seen as
follows:-
Click
Select
Click
Click
Note that the number range created and assigned, is now displayed in the
internal order type.

Click on
3.1.5 Define Investment Profile

Master Data Define Investment Profile
The investment profile controls the creation of an asset under construction

belonging to the capital investment measure when we create a capital
investment measure (i.e. internal order).
The investment profile created is assigned to the Model order.

Double click
Click on
Here we assign the asset class 910005 created earlier to the profile

Click on

Double click

Click on
3.2 Planning and Budgeting

Planning and Budgeting Maintain Planning Profiles

Double click
Click on

Click on
Click

Double click
Click on

3.2.2 Maintain Budget Profile

Planning and Budgeting Maintain Budget Profile
In order to allocate budgets to your orders, you need to create a user-defined

budget profile, or use one provided in the system.
The following parameters are relevant for order budgets:
Whether availability control runs against annual or overall budget
The activation type controls availability control. There are three activation
types:
0 = Cannot activate
This activity type may cause an already active availability control to be
deactivated.
1 = Automatic activation when budget is assigned
You need to maintain at least one tolerance limit for the budget profile.
2 = Background activation when percentage of consumption is exceeded
You need to enter a Percentage of consumption in background activation. The
percentage of consumption represents the relationship of committed funds to
the budget as a percentage.
You need to maintain at least one tolerance limit for the budget profile to have
the system check the posting.
Double click
Click on

Take a drop dow n in the field Activation type
Click
Click on
Click

Double click

Click on
3.2.3 Define Tolerance Limits for Availability Control

Planning and Budgeting Define Tolerance Limits for Availability Control
Availability control can help you recognize possible budget overruns in time
and can automatically trigger different actions.
You configure availability control for each budget profile. You can define one
or more tolerance limits for the different activity groups within a budget profile.
When these tolerances are reached, you can have the system trigger specific
actions (warning, warning with Mail, error message).
Enter activity group ++ to define the tolerance limits for all activity groups.
This activity group is designed to simplify data entry and is particularly useful
if you do not want to define a separate tolerance limit for each group.
In addition to a tolerance defined for "all transaction groups", you can define a
limit for a particular transaction group. This additional tolerance limit has
priority over the "general" limit.
Here we will specify usage variance in % i.e. 85%. If the spending exc eeds
85%, system will give a warning to the user.
We can also specify absolute figures.
Click on

Take a drop down in Act.gr
Take a drop down in Act
Click on
3.2.4 Display of Active Account Assignment Objects

Planning and Budgeting Statistical Budget Monitoring Additional
Account Assignment Objects from Asset Postings Display of Active
Account Assignment Objects

The program lists all active account assignment obje cts for the selection
criteria you enter.
Click

3.3 Settlement
3.3.1 Maintain Allocation structure

Settlement Maintain Allocation Structures
An Allocation structure comprises one or several settlement assignments. An

assignment shows which costs (origin: cost element groups) are to be settled
to which receiver type (e.g. cost center, order and so on)
You have 2 options: -
1) You can settle to a settlement cost element or
2) Settle by cost element i.e. settle using the original cost element.
(This configuration step we have already covered in the Asset accounting

configuration material. Nevertheless we still show the configuration here)
We will use settle by cost element.
Click on

Select
Double click
Click on

Select
Double click
Click
Select
Double click

Click
Similarly you can assign for external services
Select
Double click
Click on

Click on
Click twice
Select
Double click
Click on

Click on
Similarly you can update for external services
3.3.2 Maintain Settlement Profile

Settlement Maintain Settlement Profile s
Here we define a range of control parameters for settlement.

Double Click
Click on
Assign the allocation structure Z9 created earlier in the settlement profile.
Click on
Click

Double click

Click on
3.4 Capitalization Values per Depreciation Area
3.4.1 Define Capitalization Versions

Capitalization Values per Depreciation Area Define Capitalization
Versions
The IM (Investment Management) System uses capitalization keys to perform

a transfer/settlement between the portions of costs from a capital investment
measure that require capitalization, and those that do not require
capitalization. This transfer/settlement is specific for each depreciation area.
You can define the capitalization percentages for a key in as many

capitalization versions as you wish. You can assign a separate version to
every depreciation area. The system uses the capitalization version assigned
to each depreciation area in order to determine the percentage to be
capitalized. Capitalization can therefore be depreciation area specific.
You cannot enter a capitalization version in cost-accounting depreciation

areas, in derived depreciation areas, and in depreciation areas with
mandatory takeover of APC from another area

Double click
Click on

Click on
Click twice
Double click

Click on

3.4.2 Maintain Capitalization Keys

Capitalization Values per Depreciation Area Maintain Capitalization Keys
You use the capitalization keyto specify that certain cost elements in certain
depreciation areas of the asset under construction are not capitalized (either
wholly or in part). These portions of costs that are not capitalized are
periodically cleared as nonoperating expense. The system transfers the
acquisition and production costs, which do require capitalization, to the asset
under construction.
In this step you create capitalization keys. You enter the capitaliz ation key in
the master data of the investment measure under (Control data). You can
specify a capitalization key as a default value in the asset class for the
automatic creation of assets under construction. This asset class is entered in
the investment p rofile of the investment measure.
Double click
Click on

Click twice
Double click
Click on

Click on
Click twice
Double click

Click on
3.4.3 Determine Accounts for Nonoperating Expense

Capitalization Values per Depreciation Area Determine Accounts for
Nonoperating Expense
Here you attach the GL accounts for expense which are not to be capitalized.
The account must be defined for asset class used for capital investment
measures.

Select
Double click
Select
Double click

Double click
Click on

4 Projects as Investment Measures
4.1 Master Data

4.1.1 Define Field Selection
IMG Investment Management Projects as Investment Measures

Master Data WBS Elements Define Field Selection
Here you can make a field selection for the screens of the project definition
and the WBS elements.
For each screen group, modifiable" and "influencing" fields can be defined:
For the modifiable fields, you use indicators to determine how

individual fields are displayed on the screen:
For example, if you specify that the work center field requires an entry
for lists and detail screens in network confirmation, then you must enter
a work center every time you make a confirmation.
For the influencing fields, you use a value to specify how the modifiable
field is displayed on the screen. For example, you can specify that the
work center is a required entry for a particular order type.
Double click

Click
Double click

Click on

4.1.2 Define Project Profile

Master Data WBS Elements Define Project Profile
Here you define project profiles for capital investment measures. The most
important control feature in the project profile of capital investment measures
is the investment profile. You can assign the investment profile in the step
Define investment profiles.
The project profile contains default values such as controlling area, company
code and other control parameters such as the planning method for dates and
costs. The data that you enter in the project profile will be copied into a project
in its project definition or in the WBS elements which can later be overwritten.
Click on

Click

Click


Click on
Click on


Click on
4.1.3 Define Investment Profile

Master Data Define Investment Profile
The investment profile was already defined in step 3.1.5

Double click
Click on

Planning and Budgeting Maintain Planning Profiles
Here you main tain planning profiles for projects.
You need planning profiles for the planning methods below:


for appropriation re quests.
Financial budgeting
Click on

Click on
Click twice

Double click

4.1.5 Maintain Budget Profile
IMG Projects as Investment Measures Master Data Planning and

Budgeting Maintain Budget Profile
To be able to budget projects, you must create a budget profile or use an

existing one.
Click on

Click on
Click twice
Double click

Click on
4.1.6 Define Tolerance Limits for Availability Control
IMG Projects as Investment Measures Master Data Planning and

Budgeting Define Tolerance Limits for Availability Control
Here you enter the tolerance limits for availability control.
Availability control can identify budget overruns in a project at an early stage

and initiates various actions.
You activate availability control for a certain budget profile. You can specify
one or more tolerance limits for each activity group for a budget profile.
Click on

Click on
That brings us to an end of the Investment Management configuration

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Investment Management (IM) component provides the functionality to support

Capital Investments Acquisition of fixed assets which are either

The IM component thus facilitates managing investments in the area of fixed

The Investment Management consists of the following components:-

The Investment Management component uses internal orders from Overhead

Let us proceed for the configuration.

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SAP Menu Tools AcceleratedSAP Customizing SPRO - Edit

1.1 Master Data

1.1.1 Define Program Types

IMG Investment Management Investment Programs Master Data

The program type serves to classify investment programs and contains

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1.1.2 Define Person Responsible

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1.1.3 Define Reasons for Investment

IMG Investment Management Investment Programs Master Data

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in the asset master record

You can use them as sort keys for reporting.

Update the following:-

1.1.4 Define Priorities

IMG Investment Management Investment Programs Master Data

There are already priorities available in standard SAP.

We will use the standard priorities.

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1.1.6 User Fields

IMG Investment Management Investment Programs Master Data

The entries you make here apply in all clients.

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1.1.7 Specify Status Profile

IMG Investment Management Investm ent Programs Master Data

Update the following:-

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1.1.8 Assign Status profile to Program Type

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1.1.9 Special Symbol

IMG Investment Management Investment Programs Master Data

Update the following:-

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1.1.10 Coding Mask

IMG Investment Management Investment Programs Master Data

Update the following:-