Target Audience

1) Project Managers working in Investment Management
2) Members in Project team connected with Investment Management

Course Prerequisites

1) SAP FIN overview of SAP ERP Financials
2) AC010 Business Processes in Financial Accounting
3) AC040 Business Processes in Management Accounting

Course Content

Lesson 1 Investment Management Cycle
The important objective of this lesson aims to offer a description of Life Cycle of an investment in SAP system. It also involves SAP objects which are used in Investment Management (IM). The components of Investment Management is described in this unit as an Integrative application.

1.1 Understanding Investment Management Processes and used SAP Objects
The curriculum of this session involves
a) Describing the Investment Management Process
b) Listing various SAP Objects used in Investment Management
c) Highlighting the components of Investment Management as an Integrative Application

Lesson 2 Master Data in Investment Management
The major objective of this lesson involves around Master Data of IM application. In this unit you may learn Creation of Investment program manually, understanding the difference between Program definition and Program structure and alternate ways of creating an Investment program. In this unit, Execution of a Program to Verify Inheritance of Organizational units in an Investment Program.

2.1 Creating Investment Programs
The syllabus for this session involves
a) Manual Creation of Investment program
b) Understanding the difference between Program definition, Program structure and Program position.
c) List out SAP objects that can later be assigned to an end node position of an investment program.
d) Define alternate ways to manual creation of Investment Program.
Verifying the inheritance of organizational units in an investment program.

2.2 Creating an Appropriation Request
The curriculum for this session involves
a) Creation of a Request
b) Distinguishing Variants and alternates
c) Assigning AR to Investment Program
d) Execution of Program to verify the Investment measures

Lesson 3 Planning on IM Objects
The overview of this lesson revolves around Planning and Budgeting process in IM. Maintaining plan values for an appropriate request and rolling up plan values from appropriate requests.

3.1 Planning on Appropriation request and rolling up the Data
This lesson presents the learner about
a) Clear explanation of Planning and Budgeting process in IM
b) Plan Values Maintenance for App Request
c) Using Easy Cost Planning
d) Roll Up Plan Values in Investment Program

Lesson 4 Approving Appropriation Requests and Creating Investment Measures
After completing this unit the learner will be able to understand how to approve an appropriation request and creation of an Investment Measure from approved appropriation requests.

4.1 Approving Appropriation Request
The objective of this session involves
a) Submitting appropriation requests for approval
b) Approval of appropriation requests

4.2 Generating Investment Measures
The course curriculum of this session involves
a) Creating Investment Measures from appropriation request
b) Checking whether Plan Values, Organizational Assignments and links to Investment program are transferred from appropriation request to Investment Measure.

Lesson 5 Investment Measures (Master Data and Planning)
This unit involves defining the various possibilities of Investment measures. It also defines the important Master Data for Investment process. Planning possibilities for the investment measures are also explained for the students and others involved in the tutorial.

5.1 Investment Measures (and other Master Data)
This session educates the user about
a) Listing of many Investment Measures
b) The phenomenon of how an IM uses Master Data of other applications
c) Planning possibilities for Investment Measures
d) Connection between investment measures and investment program

Lesson 6 Budgeting and Budget Distribution
This unit involves important and interesting topics of study which includes Plan and Budget values. It explains the procedure for copying the plan values of investment program into program budget. Distribution of program budget to the investment measures is also explained in following lessons.

6.1 Budgeting and Budget Distribution
This lesson enables the user to know about
Understanding the difference between Plan and Budget Values
Copying Plan Values of Investment program into Program Budget
Distribution of budget from Program positions to Investment measures
Mode of operation of availability control

6.2 Using the Depreciation Simulation
This session clarifies the learner about
Future Depreciation

Lesson 7 Realizing the Investment Measure
The allotted funds to be posted in Investment measures forms the syllabus of this lesson

7.1 Posting Various Allotted Funds
This session lets the user understand about
a) Listing the all possible allotted funds
b) Easy execution services
c) Logistic Process Chain, Purchase Requisition and describes Purchase Order, Goods Receipt and
d) Invoice Receipt.
e) To enable post an Issue in Goods
f) To enable post an Activity Location
g) To post a direct capitalization
h) To post an activity confirmation
i) To post a Vendor invoice

Lesson 8 Settlement of Investment Measures
In this lesson, the subject matter experts explain different options to settle investment measures. Important aspects of “Finished Asset”, Debits and other activities are explained.

8.1 Settlement
In this session, the participant will be able to
Distinguish line item and summary settlement
Execute Periodic settlements, Preliminary settlement, final settlements.

Lesson 9 Fiscal Year Change
This part of the course describes the fiscal year change activities that are offered by the Investment Management application.

9.1 IM activities at the Fiscal Year Change
In this session, some of the important activities are explained
Opening of a new approval year for investment program
Carry forwarding budgets and commitments
Closing old approval year of investment program

Mode of learning

1) Classroom Training
2) Live Access Tutorial – Instructor based
3) Online Tutorial – Self-paced tutorial

Course Fee 

$ 2200 USD

Course Duration

20 Hours