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Investment profiles

The systems provides two types of settlements for investment orders i.e summary break down and line item settlement and list of origins.

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Investment profiles

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  1. WELCOME TO DUCAT INDIA Language | Industrial Training | Digital Marketing | Web Technology | Testing+ | Database | Networking | Mobile Application | ERP | Graphic | Big Data | Cloud Computing CONTACT US: 7070905090 VISIT US: info@ducatindia.com

  2. Investment profiles You can define investment profile by using the following navigation method. • IMG path: –SPRO > IMG (F5) > Investment management > investment orders > Master data > Define investment profiles • Transaction code: –OITA

  3. Step 1: – Enter transaction code “OITA” in the SAP command field and press enter. Step 2: – On the investment profile overview screen, a list of defined investment profiles are displayed. Click on new entries button to create a new investment profile.

  4. Step 3: – On the new investment profile entries screen, update the following fields. • Investment profile: –Enter New Id (you can enter up to six character alpha numeric) and its description to identify the investment profile in SAP. • Manage AuC: –If this option is selected, the system determines the one asset under construction for each assigned measure. • AuC per source structure/assignment: –If this option is selected, the system determines the asset under construction (AuC) to be settle based on cost element origin assignment. • Investment measure asset class: –Update the asset class of the asset under construction that you want to be created automatically. • Fixed asset class: – • Settlement: –The systems provides two types of settlements for investment orders i.e summary break down and line item settlement and list of origins. • Simulated asset class: –Update the default asset class that the system can use the class during simulation. • Fixed default class: –If this field is selected, the user will not change the asset class investment measure creation. • Ident.valuation: –The system allows to allocate planned depreciation costs arrived from cost centers, asset classes and start up dates. • Types of distribution rules: –Select the appropriate distribution rule as per your requirements.

  5. After maintaining all the mandatory fields as per your organization requirements Investment management plan profiles The planning profile enables to control parameters for planning or budgeting in SAP. The following SAP training tutorials guides you how to create investment management plan profiles in SAP step by step. In our previous training tutorials we have learnt how to create investment programs and investment plans in SAP.

  6. You can define plan profiles by using one of the following navigation methods in SAP. • SAP IMG Path: –SPRO -> IMG -> Investment management -> Investment programs -> Planning in program -> Define plan profile. • Transaction code: –OIP1

  7. Thank You!

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