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Work Instruction

IM22 - JPN - Change Investment Program Structure

Purpose Use this procedure to create investment program structure. Investment Program Structure is the hierarchal view of Investment program and the assigned Investment program position in form of a horizontal tree diagram. Investment program - Naming convention Z-yy-ss-cc-ppp-ttt-xxxxx Project (free format) Class type Plant Country ( e.g T= Thailand) Site category Site Z Xxxxx Ttt Ppp Cc Ss Year Yy

Trigger Perform this procedure when need to change Investment Program Structure. Menu Path Use the following SAP Easy Access menu path(s) to begin this transaction: Accounting > Investment Management > Programs > Master Data > Investment Program Structure > IM22 - Change

Transaction Code IM22

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Screen Flow

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Procedure 1. In SAP, start the transaction using the menu path or transaction code. SAP Easy Access

2. Double-click the Accounting node

3. Double-click the Investment Management node . 4. Double-click the Programs node 5. Double-click the Master Data node . .

6. Double-click the Investment Program Structure node


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7. Double-click the IM22 - Change node " and click Enter " transaction. Change Inv. Program Structure

. " to go directly to this

You can also enter "IM22" in the command field "

8. Click the Inv.program edit field

. .

9. Click the Inv.program possible entries button

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Investment program name (1)

10 Click the Investment program edit field . 11 As required, complete/review the following fields: . Example: Field R/O/C Description

T-38 R Investment program 12 Click the Enter button . .

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Investment program name (1) 1 Entry found

13 Double-click the T-38 list item .

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Change Inv. Program Structure

14 Click the Enter button .

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Structure of T-38/2008

15 Click the T-38/2008 list item . 16 Click the Create button . Create Top Position .

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17 As required, complete/review the following fields: . R Specify R/O/C the Investme nt Program Node that the project funds will be distribute d from. R Organizati onal unit within a company, used to represent a closed system for cost accountin g purposes. A controllin g area may include single or multiple company codes Description

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that may use different currencies . These company codes must use the same operative chart of accounts. All internal allocation s refer exclusivel y to objects in the same controllin g area. Specify the Investme nt Program Node that the project funds will be distribute d from. Field

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Example: Capex Y2008 Position ID Example: TH01 CO Area Example: T-38 R Position ID

18 Click the Enter button .

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Structure of T-38/2008

19 Click the T-38 list item . 20 Click the Create button . .

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Create Inv. Program Positions

21 As required, complete/review the following fields: . R R/O/C Person's or company' s name or name given to an object. Specify Description

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the Investme nt Program Node that the project funds will be distribute d from. Field Example: Capex Minburi Name Example: T-38-MN R Position ID 22 Click the Copy button . .

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Structure of T-38/2008

23 Click the Expand icon .

. .

24 Click the T-38-MN list item . 25 Click the Create button . .

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Create Inv. Program Positions

26 As required, complete/review the following fields: . R R/O/C Person's or company' s name or name given to an object. Specify Description

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the Investme nt Program Node that the project funds will be distribute d from. Field Example: Capex PC Name Example: T-38-MN-PC R Position ID 27 Click the Copy button . .

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Structure of T-38/2008

28 Click the Expand icon .

. .

29 Click the T-38-MN-PC list item . 30 Click the Create button . .

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Create Inv. Program Positions

31 As required, complete/review the following fields: . R R/O/C Person's or company' s name or name given to an object. Specify Description

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the Investme nt Program Node that the project funds will be distribute d from. Field Example: Capex PCLIQ Name Example: T-38-MNPC-LIQ R Position ID 32 Click the Copy button . .

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Structure of T-38/2008

33 Click the Expand icon .

. .

34 Click the T-38-MN-PC-LIQ list item . 35 Click the Create button . .

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Create Inv. Program Positions

36 As required, complete/review the following fields: . R R/O/C Person's or company' s name or name given to an object. Specify Description

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the Investme nt Program Node that the project funds will be distribute d from. Field Example: Capex PC LIQ CAP Name Example: T-38-MNPC-LIQ-CAP R Position ID 37 Click the Copy button . .

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Structure of T-38/2008

38 Click the Expand icon .

. .

39 Click the T-38-MN-PC-LIQ-CAP list item . 40 Click the Create button . .

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Create Inv. Program Positions

41 As required, complete/review the following fields: . R R/O/C Person's or company' s name or name given to an object. Specify Description

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the Investme nt Program Node that the project funds will be distribute d from. Field Example: New machine in Liquid plant Name Example: T-38-MNPC-LIQCAP-10501 R Position ID 42 Click the Copy button . .

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Structure of T-38/2008

43 Click the Expand icon .

44 Double-click the T-38-MN-PC-LIQ-CAP-10501 list item . .

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Change Inv. Program Position

45 Click the Organizational units tab . 46 As required, complete/review the following fields: . Any entity R/O/C engaging in business, Description

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such as a proprietor ship, partnershi p, or corporatio n. Field Example: 2632 R Company

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A plant is R/O/C an organizati onal unit for dividing an enterprise according to productio n, procurem ent, maintena nce, and materials planning. It is a place where materials are produced, or goods and services are provided. Field Example: 7001 R Plant

Description

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47 Click the Plant section edit field .

. .

48 Click the Plant section possible entries button . Plant section (1) 10 Entries found

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49 Double Click the 750 Minburi LQ Eng . Change Inv. Program Position

50 Click the Depn simulation data tab .

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Change Inv. Program Position

51 Click the User fields tab .

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Change Inv. Program Position

52 Click the Back button .

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Structure of T-38/2008

53 Click the Save button .

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Change Inv. Program Structure

54 Click the Exit button .

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Result You have successfully created an investment program.

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Scenario Instructions In this simulation you are required to: Create an Investment Program Structure in SAP ECC 6.0

Required Data This section provides the field data required to complete this exercise. Refer to this data sheet as necessary while performing the exercise. 750 Minburi LQ Eng 7001 2632 New machine in Liquid plant T-38-MN-PCLIQ-CAP-10501 Capex PC LIQ CAP T38-MN-PC-LIQ-CAP Capex PC-LIQ T38-MN-PC-LIQ Capex PC T-38-MN-PC Capex Minburi T-38-MN Capex Y2008 T-38 TH01 2008 Field Plant section Plant Company Name Position ID Name Position ID Name Position ID Name Position ID Name Position ID Name Value

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Position ID CO Area Approve year T-38 Inv.program

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