Udemy
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
SAP IM- Investment Management Hands on training
Rating: 3.1 out of 5(9 ratings)
44 students

SAP IM- Investment Management Hands on training

SAP IM- Investment Management Hands on training
Created byRama Shanker Sharma
Last updated 1/2021
English
English [Auto],

What you'll learn

  • SAP IM-Investment Management process business case explanation along with transaction execution and required configurations

Course content

1 section • 7 lectures • 4h 39m total length

  • Investment Management Business Case and Program Structure40:46

    Agenda-


    1. The investment Program

    2. How to Create Investment Program Definition

    3. The Investment Program Structure

    4. Creating Investment Program Position

  • Course Contents0:20
  • Basic Configuration for Investment Program1:03:22

    Agenda-

    1. Assignment of Measures to Program Positions

    2. Define Program Types

    3. Allowed Values for Certain Master Data Fields

    4. User Fields in Program Structure

    5. How to create User Status Profile

  • Planning & Budgeting of Investment Program56:38

    Agenda-

    1. Planning and Budgeting of Investment Programs

  • Investment Program Planning & budgeting Key Data structure51:07

    Explore how to set up and manage investment program planning and budgeting, including planning and budget profiles, program structures, assignments, approvals, and reporting in SAP IM.

  • Appropriation Request21:20

    Explore the appropriation request process within investment management, from program position planning and business case to investment analysis, financial planning, approvals, and conversion into funded projects.

  • Processing Appropriation Request46:24

    Learn to create and process appropriation requests in SAP IM, manage status, perform cost and revenue planning, and navigate approvals and project replacement.

Requirements

  • Basic understanding of project management and investment planning

Description

The Investment Management (IM) component provides functions to support the planning, investment, and financing processes for:

Capital investments, such as the acquisition of fixed assets as the result of-house production or purchase Investments in research and development

Projects that fall primarily under overhead, such as continuing education of employees or establishing new markets Maintenance programs

The term investment, therefore, is not limited only to investments you capitalize for bookkeeping or tax purposes. An investment in this context can be any measure that initially causes costs, and that may only generate revenue or provide other benefits after a certain time period has elapsed (for example, plant maintenance projects).

In this training , SAP IM (Investment management) is explained by explaining business process & Business cases. All the business transactions have been explained by mapping in SAP IM and its integrated module.

They way of explaining includes-

1. Business Process (Business Case ) explanation

2. Transactions in SAP

3. Required Configuration 

Below are the topics covered in this course

1. Investment Program Master data , planning and budgeting in investment program

2. Appropriation Request : Business case, master data in SAP, how to plan the values and replacement of measures

3. Role up the plan values from measures to Program

4. Distribution of the budget from program to assigned measures

5. Role , Authorization matrix concept and how to create a role.

6. Concept of asset under construction

7. Program profile 

Who this course is for:

  • SAP PS, FICO,SD,MM Consultants

Report abuse