Functions of the Appropriation Request Type

Use

The appropriation request type classifies the appropriation request. It also contains control parameters for managing appropriation requests. When you create an appropriation request, you are required to enter an appropriation request type. You define these appropriation request types in Customizing for Investment Management . The number of appropriation request types is not limited.

Features

The appropriation request type contains control parameters for master data and for appropriation request variants. It also establishes the links between the appropriation request and investment planning.

Master Data

You specify the following in the master data of appropriation requests:

  • Number assignment : you specify whether the system should assign appropriation requests with a certain appropriation request type the same number as the measure that is created from them later.

  • Preinvestment analysis : You can enter profiles for planning costs and revenue in the appropriation request type. You can also enter the value date for preinvestment analysis figures.

  • User status profile , that is used to control the business transactions that are allowed when the status is set. It is also possible to define how business transactions influence the status.

  • Partner determination is used to manage data for those people involved with the appropriation request, such as applicant or approver.

  • Tab layout (refer to Screen Layout ).

Integration with Investment Programs

You make the following specifications to link the appropriation request type with investment planning:

  • The program type of the investment program, to which the appropriation request can be assigned

  • The measures that are allowed for the implementation of the appropriation request, and the order type or project profile for these measures

  • Whether the appropriation request, at its release, is replaced by the measure belonging to it (this affects the assignment to an investment program, planning, and display in the Info System)

For more information, see Assignment to an Investment Program .

Appropriation Request Variants

For the appropriation request variants that will be created later for the appropriation request, you can specify the following:

  • User status profile for the appropriation request variants

  • Investment profile for depreciation simulation

  • Increments for assigning variant numbers

For more information, see Master Data at the Variant Level .

Activities

You define appropriation request types in Customizing for Investment Management . Choose Start of the navigation path Appropriation Requests Next navigation step Master Data Next navigation step Control Data Next navigation step Define Appropriation Request Types Next navigation step . End of the navigation path