Goals

  • Configure the following Investment Management objects: Investment programs, appropriation requests, and investment projects as investment measures

Audience

  • Members of the project team, responsible for implementing the Investment Management (IM) component

Prerequisites

Essential

  • AC020Business Processes in Investment Management

Recommended

  • Basic knowledge of SAP Project System (PS), Internal Orders (CO-OM- OPA), and Maintenance Orders (PM-WOC-MO)

Course based on software release

  • SAP ERP 6.07

Content

  • Brief overview of the business processes in Investment Management
  • The course covers Customizing steps for implementing the following objects:
    • Investment programs
    • Appropriation requests
    • Investment projects as investment measures
  • Reporting: Introduction for drilldown reporting and summarization

Notes

  • This course considers Customizing of SAP Project System only from the perspective of Investment Management.
  • Settings for special Management Accounting functions for projects are addressed only as far as they are typically required for investment projects.
  • The content of the course is also appropriate for participants on the following SAP software releases: R/3 4.6, R/3 Enterprise, ECC5.0.