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Define Transfer of Project or Investment Program

In this step, you can define whether project numbers, which are maintained in the master data of maintenance objects, or investment program numbers should be automatically transferred into the maintenance order.

Requirements

The setting is only necessary when you use projects or investment programs.

Activities

If you use the availability control for the project system and assign the maintenance master data objects to projects, you should indicate the relevant order types for the transfer of project data.

If you use investment programs , you can use an assignment key to define the criteria according to which investment programs for the order assignment should be proposed.

The assignment of orders to investment programs can be used for the budgeting of:

This means that you can use investment programs as a simple tool for budget monitoring. However, you must remenber that it is only a passive budget control.
A passive budget control means that the R/3 System does not issue a warning when the budget is exceeded. Therefore, the user must ensure adherence to the budget restrictions themselves using the budget monitoring functions.

Note the relevant settings in the Implementation Guide.

Notes

Note that each order can be assigned to one WBS element, even if the order type is marked as relevant to the investment program. However, the simultaneous assignment of investment program and WBS element is not allowed.

These settings are therefore only intended as default values for automatic searching for investment programs.

Also note that automatic searching for investment programs using the fields or field contents from the order is only performed when the order is created, not for subsequent changes to the order.