Creating an Investment Order

Prerequisites

In your system in Customizing under Start of the navigation path Plant Maintenance and Customer Service Next navigation step Maintenance and Service Processing Next navigation step Maintenance and Service Orders Next navigation step Functions and Settings for Order Types End of the navigation path , the following settings are required:

  • An order type configured for investment orders

  • A planning plant assigned to this order type

  • An investment profile defined for investments with assets under construction (AuC) by choosing Order Types and Investment Management .

Procedure

  1. Call up the initial screen for creating an order.

  2. Enter the order type for an investment order and additional data if required, and choose Continue .

  3. Choose the Investment tab page.

The system proposes the investment profile that was entered in Customizing for the order type. Enter further data as required.

You have the following options:

  • If you want to create an asset under construction manually , choose Asset under construction .

Enter the required values on the initial screen.

For more information, see FI - Asset Accounting .

  • If you want to simulate different depreciation calculation methods , choose Depreciation simulation .

For more information, see Simulation .

  • If you want to assign a completed asset to your order, choose Completed asset .

The system automatically generates a settlement rule.

  1. Return to the order and save it.

Note Note

It is not possible to settle an investment order using the Periodic Settlement (PER) settlement type. If you do not want to activate all the costs, you can create a settlement rule manually using the Preliminary settlement (PRE) settlement type.

End of the note.

See also:

Investment Order

Settlement Receiver

Assets Under Construction