Define Investment Profiles
In this step, you define
investment profiles . The investment profile controls the following activities (among others) when you create a capital investment measure:
- creation of an asset under construction belonging to the capital investment measure
- creation of the master data for the depreciation simulation/forecast
You assign an investment profile to a capital investment measure by means of the profile data in the order or WBS element.
Standard Settings
SAP supplies investment profile 000001 as an example.
Requirement
You must have created
asset classes for capital investment measures .
SAP supplies asset
class 4001 for capital investment measures.
Activities
1. Define
investment profiles according to your requirements. In particular, make the
following specifications:
- Set the indicator for the parallel management of an asset under construction.
If you do
not set the indicator, it is not possible to have parallel management
of the investment measure in Asset Accounting. However, it is still possible
to enter depreciation simulation data in the measure and include it in the
depreciation forecast in Asset Accounting.
- Stipulate the asset class which is to be used when the asset under construction is created.
- Determine the asset class which is to be used when the depreciation simulation data is created.
2. You might
want to manage more than one asset under construction per investment measure.
In that case, you have to set the indicator "AuC per origin assignment." The
system then creates a separate asset under construction per origin assignment
in the origin structure that is being used. It settles the assets under
construction to the cost elements in the origin assignment.
3. Specify
whether the investment measures that use this investment profile should be
managed in summary form or line item form. In this context, "summary" means
that you can only enter blanket distribution rules, which apply to all debits
posted to the measure or to certain cost elements (using an origin
structure).
In comparison to
line item settlement, summary settlement offers better performance. However,
when you use summary settlement, the system cannot display the orgins of the
line items from the completed assets back to the debits originally posted on
the investment measure.
4. Assign your
investment profiles to the WBS elements in question.
- Projects
Enter a default
value for the investment profile in the project profile of the work breakdown
structure or the standard work breakdown structure.
- Orders
Enter a default
value for the investment profile in the control data of the model order. Then
enter the model order in the order type.
5. Stipulate
the form in which the apportionment rules are to be entered for the
depreciation simulation (apportionment by percentage, amount, equivalence
number, and so on)
6. Use the
"Reconcile with actual settlements" indicator to control the screen setup for
the depreciation simulation in orders/projects, thereby also stipulating
whether actual settlements already made should be displayed.
Further Notes
R/3 Library IM: Capital Investment Measures -> Features of Capital Investment Measures