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    Investment profiles

    You can define investment profile by using the following navigation method.

    • IMG path: –

      SPRO > IMG (F5) > Investment management > investment orders > Master data > Define investment profiles

    • Transaction code: –

      OITA

    Step 1: –

    Enter transaction code “OITA” in the SAP command field and press enter.

    Step 2: –

    On the investment profile overview screen, a list of defined investment profiles are displayed. Click on new entries button to create a new investment profile.

    Step 3: –

    On the new investment profile entries screen, update the following fields.

    1. Investment profile: –

      Enter New Id (you can enter up to six character alpha numeric) and its description to identify the investment profile in SAP.

    2. Manage AuC: –

      If this option is selected, the system determines the one asset under construction for each assigned measure.

    3. AuC per source structure/assignment: –

      If this option is selected, the system determines the asset under construction (AuC) to be settle based on cost element origin assignment.

    4. Investment measure asset class: –

      Update the asset class of the asset under construction that you want to be created automatically.

    5. Fixed asset class: –

    6. Settlement: –

      The systems provides two types of settlements for investment orders i.e summary break down and line item settlement and list of origins.

    7. Simulated asset class: –

      Update the default asset class that the system can use the class during simulation.

    8. Fixed default class: –

      If this field is selected, the user will not change the asset class investment measure creation.

    9. Ident.valuation: –

      The system allows to allocate planned depreciation costs arrived from cost centers, asset classes and start up dates.

    10. Types of distribution rules: –

      Select the appropriate distribution rule as per your requirements.

    11. Comparison value for amount distribution: –

      Select the appropriate field, here we selected overall plan valuation.

    After maintaining all the mandatory fields as per your organization requirements

    Investment management plan profiles

    The planning profile enables to control parameters for planning or budgeting in SAP.

    The following SAP training tutorials guides you how to create investment management plan profiles in SAP step by step. In our previous training tutorials we have learnt how to create investment programs and investment plans in SAP.

    You can define plan profiles by using one of the following navigation methods in SAP.

    • SAP IMG Path: –

      SPRO -> IMG -> Investment management -> Investment programs -> Planning in program -> Define plan profile.

    • Transaction code: –

      OIP1

    Step 1: –

    Enter transaction code “OIP1” in the SAP command field and enter.

    Step 2: –

    On the planning profile investment program overview screen, click on new entries button to define new plan profile as per organization requirements.

    Step 3: –

    On the new entries planning profile screen, update the following fields.

    1. Profile: –

      Enter the new profile key, you can enter up to digits alpha numeric characters.

    2. Text: –

      Enter the descriptive text of the planning profile.

    3. Total values: –

      Check this option if the total planned project cost would be considered as its overall value, for example if a project has a total planned cost is $10,000 and $10,000 would be considered its overall value.

    4. Annual Values: –

      Check this option if the planned project expenditure is based on annual. For example the total planned project cost is $10,000, the setting allows to plan the expenditure across years like $5,000 for 2013, $3,000 for 2014 and $2,000 for 2015.

    5. Past: –

      It refers to number of years before the start year that you are able to plan. For example if you enter 3 in the field and starting year is 2013, you can able to change or view the plan back to 2010.

    6. Future: –

      It is similar to past field settings. It refers to number of years after the start year that you are able to plan.

    7. Start: –

      It refers to first year that planning will be accessible. For example if 3 is entered in the field, the current year is 2013 and the first year allowed planning for 2016.

    8. Exchange rate: –

      Update the exchange rate method for currency translation.

    9. Decimal places: –

      Update the desired decimal places that you want to plan.


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