Entering content frameProcess documentation Investment Programs in the Enterprise Organization Locate the document in its SAP Library structure

Purpose

Using this process, you can construct investment programs that have the same hierarchy as the Enterprise Organization. In this way, you can structure investment programs in parallel to the cost center or profit center hierarchy, for example. When changes are made to the enterprise organization, the system modifies the investment programs. The organizational units on the program positions are kept consistent.

Prerequisites

The enterprise organization has to be created in Customizing of Controlling. The assigned CO organizational units (such as cost center) have to be consistent on the nodes of the enterprise organization (EO-nodes). The enterprise organization also has to be assigned to a controlling area.

Process Flow

  1. If you do not yet have an investment program, first create a program definition.
  2. Create program positions in the enterprise organization, assign the nodes of the enterprise organization to already existing program positions, reassign assigned program positions, delete program positions, and delete assignments of program positions to nodes of the enterprise organization.
  3. The system initially treats all program positions created in the enterprise organization as top positions (program positions without any program positions above them in the hierarchy). Therefore, you can also specify budget distribution and allowed assignments for these program positions.
  4. If you want to further subdivide the investment program, but do not want to create new nodes in the enterprise organization, go to structure maintenance for investment programs. There you can create new program positions.
  5. Start a generation run.
  6. The system generates the hierarchical structure of the investment program. During the generation, the system ignores nodes of the enterprise organization that do not have a new program position assigned to them. It also ignores program positions that are not assigned to any nodes of the enterprise organization, and which do not represent a further subdivision of the program (see step 4).
  7. The system checks and updates the organizational units on the program positions. For former top positions, which have now received parent positions, the system suppresses budget distribution and allowed assignments, and ignores any settings that were made.
  8. Note

    At this point the data is only in the buffer.

  9. When you save, the system makes the changes.

Result

The investment program is structured according to the structure of the enterprise organization and the links between the nodes of the enterprise organization and the program positions. The investment program is fully rounded out by the program positions that you added in structure maintenance.

See also:

For detailed information on creating and editing the enterprise organization, see the SAP Library. Choose Controlling (CO) ® Controlling. The information here and in the next objects describe what is important from the point of view of Investment Management.

 

 

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