SAP : Investment Management (IM) Overview

Create an Investment Program : Transaction Code: IM01

The investment program can be used to augment planning and budgeting at the level of the individual measure by offering planning, budgeting and monitoring of a comprehensive budget.

Investment programs are helpful to enterprises that create an investment plan and a budget annually, and wish to monitor the budget as a whole, rather than just at the level of individual measures.
Using investment programs, you can obtain an overview of planning and budgeting processes in complex enterprise structures for all investments and large projects of the group, while at the same time maintaining strict budgetary control.

Create Top Program Position :  Transaction Code: IM11

The top program position is the highest level in Investment Management which is company code specific, and it is the highest level that can have a budget.

· Determine the SAP Profit Center prior to creating the investment program.
· Determine the SAP Cost Center relevant for overall project management.

Change Investment Program Structure: Transaction Code: IM22

This change in structure is required to create the individual program positions.  These program positions are the equivalent of the line items in the legacy system.

· Determine the SAP Profit Center responsible for the program position prior to changing the program structure.
· Determine the SAP Cost Center relevant for the program position (this can be different from the Cost Center used in the top program position).

Edit Original Budget: Transaction Code: IM35

This transaction will establish the budget in SAP for a given investment program and the relevant program positions.  The Top Program Position is the highest level where a budget can be entered – the budgeted amounts are pushed down to the lower levels of management, i.e. the Investment Program Positions and the Internal Orders.  This type of budgeting is referred to as "Top-Down" budgeting.

· Know the budgeted amounts for the program prior to executing the transaction.

Change Program Planning: Transaction Code: IM32

The instruction will walk the user through steps required to create a budget Supplement

· Original Budget
· Increased budget is required but original budget needs to remain unchanged

Create an Internal Order: Transaction Code: KO01 / KO02 / KO03

steps required to create an Internal Order.

· Determine the program type and order type prior to creating the internal order
· An internal order already existing can be referenced to minimize data input

Budget Distribution: Transaction Code: IM52

 steps required to distribute the budget to measures (Internal Orders)

Create Overall Budget planning for IO: Transaction Code: KO12 / KO13

steps required to plan the budget of an Internal Order.

· Determine the program type and order type prior to creating the internal order
· An internal order already existing can be referenced to minimize data input

Display internal Order Actual Line Item: Transaction Code: KOB1

steps required to display an Internal Order Line Item.

Close Old Approval Year: Transaction Code: IM27_CLOSE

steps required to close an old approval year

· Existing Investment Programs
· A new approval year must have been opened prior to closing the old approval year
· Selection of orders can be filtered based on the order status

Open New Approval Year : Transaction Code: IM27

steps required to open a new approval year

Budget Carry Forward : Transaction Code: KOCF

steps required to carry forward budgets

· An investment program with budget values

IM Reporting : Transaction Code: S_ALR_87012824 & S_ALR_87012813

steps required to run Investment Management Reports. This report is a drill-down report. By double-clicking on any line item it takes the user one level lower.

· Reports can also be executed from within each SAP module.

1 comment:

  1. Can you provide a recommended way to post partially used budget when the go live is in the middle (period 5) of the year however the budget picture should reflect the entire year budget.