Entering content frameProcedure documentation Creating the Program Positions and Structure Locate the document in its SAP Library structure

Procedure

  1. Define the program structure (Master data ® Change structure). If no positions have been created yet for the program, the program structure initially consists of the program definition only. You create new positions as follows:

You can also assign the keys of the program positions with the help of coding masks that you specify in Customizing for Investment Management. For more information, see the Implementation Guide (IMG). Choose Investment Programs ® Master Data ® Coding Mask for Position Key.

  1. If you want to move an investment program position, or a complete branch of the program hierarchy, then mark the position or the branch, set the cursor at the desired new position, and choose Reassign.
  1. Enter the master data for the individual program positions. To do so, choose a position and then choose Detail when on that screen. First, you come to the program position you selected with the cursor. From there, you can scroll to all program positions that are below this one in the hierarchy.

Note

There are also two other options:

Choose the required position by double-clicking or selecting one or more subtrees by placing the cursor on the corresponding top positions. Now choose Detail.

Caution

There are two specifications which can only be made on end nodes of the investment program (that is, on program positions that do not have any positions below them in the hierarchy). These are: the specification of which types of measures can be assigned to the program position, and the assignment of the measures themselves.

 

 

 

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