Investment Management (IM)
Create Master Data: Investment Program, Project and Order
Data Used During This Process
Define Investment Program
Create Hierarchical Structure
Create an Appropriation Request
Create Variants
Obtain Approval
Create Project and Release Appropriation Request
Create Work Breakdown Structure
Create an Appropriation Request
Plan Appropriation Request Using Easy Cost Planning
Approve an Appropriation Request
Release Appropriation Request and Create Order
Carry Out Cost Planning
Data Used During This Process
Carry Out Project Planning
Display Project Planning
Display Order Planning
Transfer Plan Values to Investment Program
Manually Increase Plan Values
Display Program Plan Values
Specify Budget for Investments
Data Used During This Process
Budget Investment Program
Distribute Budget to Measures
Display Budget
Budget Projects
Display Overall / Annual Budget
Procurement for Investments
Data Used During This Process
Creating the Purchase Requisition
Display Report on Commitment
Creating a Purchase Order
Posting the Goods Receipt
Display Report on Commitment and Actuals
Posting the Invoice Receipt
Display Report on Actuals
Post Internal Activity Allocation for Investment Project
Blanket Asset Budgets for Asset Procurement
Data Used During This Process
Make Account Assignment from Purchase Order to New Asset
Display Commitment in Investment Program
Posting the Goods Receipt for the Purchase Order
Display Actual Values on Order and Investment Program
Availability Control for Internal Orders
Data Used During This Process
Display Tolerance Limits
Maintain Budget Manager
Cause a Budget Overrun
Display Mail
Settlement and Closing of Capital Investment Measures
Data Used During This Process
Define Periodic Settlement Rules for Project
Perform Periodic Settlement for Project
Define Final Settlement for Project
Perform Final Settlement for Project
Display Debits to Cost Center
Fiscal Year Change
Data Used During This Process
Open New Approval Year
Display Values
Close Old Approval Year