Master Data at the Appropriation Request Level

Use

Each appropriation request has its own master record. You enter general and organizational information about the planned investment in this master record. The master data is managed on tab pages in the master record.

Features

The master data that you can enter in an appropriation request is listed here. You can also enter additional master data at the level of the appropriation request variant.

Identification Key

You can set up the identification key either like the key of a WBS element (24 characters, with a coding mask), or like the key of an order (12 characters). In this way, the appropriation request can have the same number as the measure that is later used for carrying it out.

General Data

You can enter the following general data in the appropriation request ( General data tab page):

  • Description

  • Reason for investment (with percentage distribution, which has to equal 100%)

  • Environmental indicator (with percentage distribution, which can be less than 100%)

  • Scale

  • Priority

  • Approval year (for informational purposes only)

  • Planned date for approval

  • Planned date for the start of implementation (for informational purposes only)

  • Country of the investment

  • Trading partner (when the request is carried out within a corporate group)

  • Required by external authorities Indicator

  • Persons involved

You can also enter a long text for each appropriation request. You can use templates to ensure that the long texts are formatted uniformly.

Control Data

On the Control data tab page, you can specify the following:

Assignment to Organizational Units

The system distinguishes between two types of organizational units: the responsible organizational units (those that carry out the request) and the requesting organizational units (those that plan to use the request when it is implemented). Below is a list of the organizational units that you can assign to an appropriation request (on the Organizational units tab page):

  • Controlling area

  • Company code (responsible and requesting)

  • Business area (responsible and requesting)

  • Cost center (responsible and requesting)

  • Profit center (responsible and requesting)

  • Plant (responsible only)

  • Location (for informational purposes only)

  • Company (responsible and requesting)

  • Functional location (responsible only)

You can assign percentages to the following organizational units:

  • Business area

  • Cost center

  • Profit center

  • Division (with percentage distribution, which has to equal 100%)

  • Material group (with percentage distribution, which has to equal 100%)

Company code and company can be additional requesting organizational units.

Note Note

A cost center is normally assigned to a profit center and a business area (if you are using these organizational units). Therefore, when you enter a cost center in the appropriation request master data, the system automatically enters the profit center and business area belonging to the cost center in the appropriate fields. As a result, making entries in the business area or profit center fields does not make sense when you have already assigned a cost center.

End of the note.

Along with the responsible organizational units, you can enter an object currency here, if you want to plan costs and revenue in a currency other than the controlling area currency. (See Cost and Revenue Planning for Appropriation Requests ). If the currency of the responsible company code differs from the controlling area currency, then you are limited to using the company code currency as the object currency.

Measures and Assets

You can go directly to the orders or WBS elements that will be used to carry out the appropriation request. Choose the Measures/assets tab page (refer to Conversion to a Measure for Implementation ).

You can use the same function to assign the assets or equipment that should replace the appropriation request. However, entering the asset or equipment is only for your information.

User fields

User fields allow you to enter information on appropriation requests that is not contained in the master data fields supplied by SAP (on the User fields tab page).

Note Note

In addition, customer enhancement AAIR0002 enables you to create your own user-defined fields. For more information, see the system documentation on customer enhancements (transaction SMOD).

End of the note.

Variants

It is mandatory that you enter at least one appropriation request variant (on the Variants tab page). For more information, see:

Appropriation Request Variants

Processing Variants

Creating an Appropriation Request Variant

Using the BADi (Business Add-In) APPREQUEST_UPDATE, you can implement your own checks (transaction SE19). These can be used to check the master data of appropriation requests and their variants before saving, or before status changes are made.

Activities

You define the allowed values for master data fields and define templates for long texts in Customizing for Investment Management. Choose Start of the navigation path Appropriation Requests Next navigation step Master Data End of the navigation path .