Editing Appropriation Requests (SAP Library - Investment Management (IM))

Editing Appropriation Requests

Procedure

Choose Edit Appropriation Requests.

Choose one of the transactions for individual processing. For information about the differences between these transactions, refer to Processing Options.

The Display Appropriation Request screen appears.

To create a new appropriation request using an existing appropriation request as a reference, select the reference in the selection screen, and choose

Create with template.

Note: when the system creates an appropriation request using a reference, it also copies the request variants from the reference to the new request. If the reference appropriation request contains one or more variants, for which cost estimates were entered, then the system also copies these cost estimates.

To create an appropriation request without using a reference, choose Create.

Enter an appropriation request type. Enter a project profile and a controlling area, if requested.

Enter the following data (along with other data) on the different tab pages:

General data (for example, description)

Status

Partners

Organizational units

Assignments: to investment program, orders or WBS elements for the implementation of the appropriation request, to the assets or equipment affected (often those that will be replaced when the measure is implemented – this information is for your information only)

Appropriation Request Variants

Save.

To edit an existing appropriation request, select it in the worklist, and choose Change or Delete. You might have to generate a new worklist. You specify the search criteria by choosing New selection.