General Value List
Use
You can use the general value list to monitor your investment programs at investment program level. The report serves as a type of availability control.
This not an active availability control in the sense that the system checks availability each time a business transaction (such as, a purchase order or invoice) is posted . However, this active check can be carried out at the level of the individual measures.
In the PS or CO-OM-OPA component, you can guarantee that assigned values do not exceed the budget of the project or order.
Features
When you start the report, you can specifically select the type of values you want to be output. You choose these in the report selection screen under Settings. A maximum of 13 columns are allowed in the report output.
You can activate availability control and set a tolerance limit before running the report (under Availability). The tolerance limit is a percentage or an absolute amount that you define. This limit can be either over or under the plan or budget amount. If the assigned values of an individual measure exceed the defined tolerance limit, then the measure is highlighted in the report (exception reporting). The same applies to assigned values that are rolled up on higher investment program positions. When these values exceed the tolerance limit, then the program position is highlighted in the report.
You can also generate a general value list from the maintenance or display transactions for the investment program structure.
Carryforward Values and Forecasted Values
When starting a report you can specify whether an investment program report should display:
·
Only new measures, and plan and/or budget values for the current fiscal year·
Also measures, plan values and budget values carried over from prior years·
Also estimated plan and budget values for future years (forecast)Measures without Values
The report enables you to select all measures that do not yet have values and belong to a given investment program.
In order to make this selection, remove all selections in the Settings section of the report selection screen. The report displays program positions that you can then select and expand.