Processing of Appropriation Requests 

Purpose

The Processing of appropriation requests process is used for creating and changing appropriation requests.

Prerequisites

An appropriation request type has to be defined in Customizing of Investment Management (Master Data ® Control Data ® Define Appropriation Request Types).

Process Flow

  1. First, decide which transaction you want to use to create an appropriation request.

    2. There are three different transactions for creating appropriation requests: standard, simplified and Internet (refer to Processing Options).

  2. When you create an appropriation request, you are first required to enter an appropriation request type.

Or you can enter a reference appropriation request. The system then copies all master data and all appropriation request variants from the reference appropriation request. The following information is also copied from the appropriation request variants:

The system does not copy:

If you enter both a reference appropriation request and an appropriation request type, the system uses the appropriation request type that you entered. It also copies as much of the master data information as possible from the reference appropriation request.
  1. If you use external number assignment, you have to enter the number of the appropriation request yourself (refer to Number Assignment). Remember that you can also use a coding mask here (refer to Coding Mask for the Appropriation Request Number).
  2. In the new appropriation request, you can enter descriptive and organizational information (refer to Master Data at the Appropriation Request Level).

You can also enter assets and equipment that will be replaced when the appropriation request is implemented. However, entering assets or equipment is currently only for your information.

  1. An appropriation request describes only the fact that a certain measure should be carried out, and the persons, who are organizationally part of this process. You specify how the measure should be carried out by using at least one appropriation request variant. At the level of the appropriation request variants, you can also plan costs and revenue (refer to Processing Variants).
  2. You also can enter an assignment to an investment program position in the master data of the appropriation request. However, remember that the plan values of an appropriation request actually stem from its appropriation request variants. Therefore, in order to roll up plan values in the investment program, both of these requirements have to be fulfilled: