SAP R/3 IM Investment Management

Audience

This course has been primarily designed for employees working with SAP R/3 on a daily basis within investment planning such as management accounting asset accounting investment controlling and employees dealing with administration of investment budgets. The purpose of this course is to provide skills in regular business procedures within Investment Management for all employees working in the fields of investment planning and investment controlling. Participants should have completed the following courses: - 13033 Working with SAP R/3 - 12857 Asset Accounting - 12861 CO/OPA Internal Orders

Objective

• Create and editing program definitions.


• Create and editing program positions.


• Editing and displaying program structures.


• Create assets under construction.

Topics Include

Unit 1: Overview

• Goals and tasks of investment management.
• Positioning within business management.
• Goals of investment management.
• Tasks associated with investment.
• Management Positioning of investment management within SAP R/3.
• Organization structures.
• Partial components.
• Integration.

Unit 2: Investment Programs and Investment Measures

• Types of investment programs.
• Master data investment programs.
• Creating and editing program definitions.
• Creating and editing program positions.
• Editing and displaying program structures.
• Fundamentals of investment measurements.
• Characteristics.
• Investment profile.
• Order type sample order.
• Master data investment measures.
• Creating an investment order.
• Creating assets under construction.
• Data entry for depreciation simulation.
• Status of investment measures.
• Positioning measures to programs.

Unit 3: Budgeting Posting and Settling

• Planning and budgeting.
• Budget distribution.
• Budget types.
• Planning (bottom up).
• Budgeting (top down).
• Supplements and returns of budget.
• Planning and budgeting future years.
• Actual postings.
• Credits and debits.
• Rebooking.
• Down payments.
• Settlement of investment measures.
• Settlement types.
• Settlement rules.
• Periodical accounting of CO-elements.
• Periodical capitalization of assets under construction.
• Overall settlement.
• Performing account types.
• Cost of materials and cost of elements for settlement.

Unit 4: Using the R/3 Information System within Investment Management

• Working with planned values.
• Position of an investment program.
• Program position of an investment program.
• Planned value and investment measure.
• Planned values by budget values.
• Depreciation preview.
• Working with budget values.
• Planned value and budget value comparison.
• Distribution of total budget.
• Budget by investment reason.
• Budget distribution for investment measure.
• Budget distribution by budget types.
• Assessing availability.
• Availability of program budget.
• Availability of measure budget.
• Availability by organizational units.
• Availability by departments.

Duration

6

Minimum Requirements

The CDROM version of this course requires:

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).
• At least a double speed CDROM drive.
• An MPC compliant sound card with attached speakers or headphones is recommended (Currently only the CDROM version supports audio).

• At least a 486DX 33Mhz CPU.
• Microsoft Windows 3.1 or higher and a Microsoft compatible mouse.
• At least 8MB RAM and 22MB available hard disk space or file server space.
• At least VGA graphics capability with a minimum 512K video RAM (1MB video RAM recommended).

Media