Creating the Program Positions and Structure 

Procedure

  1. Define the program structure (Master data ® Edit structure). If no positions have been created yet for the program, the program structure initially consists of the program definition only. You create new positions as follows:

You can also assign the keys of the program positions with the help of coding masks that you specify in Customizing for Investment Management. For more information, see the Implementation Guide (IMG). Choose Investment Programs ® Master Data ® Coding Mask for Position Key.

  1. If you want to move an investment program position, or a complete branch of the program hierarchy, then mark the position or the branch, set the cursor at the desired new position, and choose Reassign.
  1. Maintain the master data for the individual program positions. You reach the master data by placing the cursor on a program position and choosing Details. First, you come to the program position you selected with the cursor. From there, you can scroll to all program positions that are below this one in the hierarchy (functions Position+, Position— ).

There are also two other options:

There are two specifications which can only be made on end nodes of the investment program (that is, on program positions that do not have any positions below them in the hierarchy). These are: the specification of which types of measures can be assigned to the program position, and the assignment of the measures themselves.