This function lets you create the structure of investment programs based on the organizational structure of your enterprise using organizational units. The organizational units you use can either be organizational units you define yourself in the system, or the standard ones provided by SAP, such as company codes.

You have to have already entered the program definition manually.

You have to have defined your own user organizational units in Customizing (Investment Programs ® Master Data ® Generate Inv. Program from Organizational Units).

You can generate investment programs using different possible hierarchies as a basis:

• A hierarchy you define yourself (consisting of your own user organizational units, and/or standard organizational units supplied in the system)
• An already existing cost center hierarchy or profit center hierarchy

In the initial screen, you enter an ID for the program, along with the program definition, approval year and controlling area. The position IDs are made up of this program ID and the key you defined in Customizing.

The program positions are formatted according to a coding mask, if you defined a coding mask for them.

In the initial screen, you enter the controlling area, from which the profit center hierarchy or cost center hierarchy originates, in addition to the program definition.

You also have to enter the cost center group or profit center group, the structure of which you are using as a reference.

The system then creates an investment program position for each hierarchy area of the group entered, and for each cost center that is subordinate to the group. The end nodes of an investment program that was created in this manner then correspond to these cost centers or profit centers.

The system creates the position ID of a generated program position from the ID of the hierarchy area from which it originated, or from the cost center or profit center from which it originated.

You can also enter prefixes for the program position ID, on the one hand for hierarchy levels, and for cost centers/profit centers on the other. These prefixes are used at the beginning of the position ID to help distinguish between those positions that would otherwise have the same ID. You need prefixes if there are hierarchy areas that have the same name as a cost center or profit center, since it is mandatory for all of the positions of an investment program to have different position IDs.

If you have defined coding masks, you can use your choice of prefixes as a way of ensuring a certain formatting.

If there are extensive changes to your organizational structure that need to be reflected in the investment program structure, proceed as outlined below:

• Do not create the new investment program using the Opening a new approval year function. Instead, generate it from the current organizational units or the current cost center or profit center hierarchy. The changes in these hierarchies are thereby taken into account.
• Then perform the Open New Approval Year- Repeat Run function. When you do this, the system copies the measures or appropriation requests belonging to the program, but not the hierarchy of the old investment program itself.

You generate an investment program from organizational units or an already existing cost center or profit center hierarchy in Customizing for Investment Management. Choose Investment Programs ® Master Data ® Generate Inv. Program from Organizational Units.