Investment Management with SAP ERP

Cover of Investment Management with SAP ERP

Investment Management with SAP ERP

written by Pankaj Bhalerao, Shraddha Temgire
Looking for a complete guide to Investment Management? With this e-book, you’ll begin by configuring master data for investment programs and appropriation requests in SAP ERP. Then set up internal orders and work breakdown structures (WBS) as investment measures. You’ll learn to create an investment program and to position and budget for internal orders and projects. Use standard reports for commitments, plans, and budgets or build custom reports!
  • Set up and use Investment Management in SAP ERP
  • Manage your investments using investment programs, appropriation requests, and investment measures
  • Use standard and custom reports to analyze investment data

In this e-book, you’ll learn about:

  1. Configuration

    Set up master data for program types, request types, custom user fields, status profiles, coding masks, and more. Then configure investment measures, from tolerance limits for availability control in internal orders to budgeting and settlement in the WBS.

  2. Functionality

    Learn how to budget using internal orders by creating orders, distributing budgets, and booking actual costs. Create an investment program and program structure, budget with the WBS, and more!

  3. Reporting

    Configure the Information Systems subcomponent for reporting and define standard drilldown reports.

Highlights include:

  • Investment programs
  • Program positions
  • Measures
  • Appropriation requests
  • Investment profiles
  • Master data
  • Work breakdown structure (WBS)
  • Reporting
  • Controlling
  • Project System
  • Information System

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