Editing Appropriation Request (SAP Library - Investment Management (IM))

Editing Appropriation Request

Procedure

Choose Edit Appropriation Requests.

Choose one of the transactions for individual processing. For information about the differences between these transactions, refer to Processing Options.
The Display Appropriation Request screen appears.

To create a new appropriation request using an existing appropriation request as a reference, select the reference in the selection screen, and choose Create with template.

Caution

When you choose Create with template, the system also creates the appropriation request variants of the reference for the new appropriation request. If the reference appropriation request contains one or more variants, for which cost estimates were entered, then the system also copies these cost estimates.

To create an appropriation request without using a reference, choose Create.

Enter an appropriation request type. Enter a project profile and a controlling area, if needed.

Enter the following data (along with other data) on the different tab pages:

General data (for example, name of the request)

Status

Partners

Organizational units

Assignments: to investment program, orders or WBS elements for the implementation of the appropriation request, to the assets or equipment affected (often those that will be replaced when the measure is implemented – this information is for your information only)

Appropriation Request Variants

Save.

Note

To edit an existing appropriation request, select it in the worklist, and choose Change or Delete. You might have to generate a new worklist. You specify the search criteria by choosing New selection.