Investment Management User Manual - Jbvnl

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Project – JBVNLInvestment ManagementEnd User Manual – Investment ManagementJharkhand Bijli Vitran Nigam Limited.INVESTMENT MANAGEMENTUSER MANUALInvestment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management1.1SAP T-codeProcess1.2SAP T-codeProcessInvestment ManagementCreate Investment Program definition:IM01Enter IM01 in Transaction box and click Enter or Tick symbolCreate Investment Program definition:IM01Type New Inv. program Name, Approval year and Select Programtype from drop down button (or press F4 Key) and press Enter

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management1.3SAP T-codeProcessCreate Investment Program definition:IM01Select Fiscal Year Variant – V3 and currency – INR and pressSAVE button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management1.4SAP T-codeProcessCreate Investment Program definition:IM01Observe the Inv Program definition created in the left handbottom notification

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management2.1Create Top Position ID:SAP T-codeProcessIM11Type IM11 in the Transaction Box and press Enter button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management2.2Create Top Position ID:SAP T-codeProcessIM11Select Inv. Program from dropdown (f4) select approval year2017 and Type New Position ID and press Enter button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management2.3Create Top Position ID:SAP T-codeProcessIM11Enter Organizational units – Controlling Area, Company Codeand press SAVE button – System creates new Inv Prog Position ID

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.1Change Investment Program Structure:SAP T-codeProcessIM22Type IM22 in Transaction Box

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.2Change Investment Program Structure:SAP T-codeProcessIM22Select Inv. Program from dropdown and select Approval year

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.3Change Investment Program Structure:SAP T-codeProcessIM22Select Top level Inv. Program position id and create new andType New position id under Top level position id, Select checkbutton and copy button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.4Change Original Program Budget:SAP T-codeProcess3.5IM32Type IM32 in Transaction BoxChange Original Program Budget:SAP T-codeProcessIM32Select Inv. Program, Position ID and Approval year and pressEnter

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.6Change Original Program Budget:SAP T-codeProcessIM32Select Settings TAB, select Scaling Factor (7) to view numbers inshort form Eg,(7 10,000,000 * 600 (Budget field values) 600Crores)

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.7Change Original Program Budget:SAP T-codeProcessIM32Type Overall(Total) Budget for Lower level position ids and dototal up to the Top level Program position id

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management3.8Change Original Program Budget:SAP T-codeProcessIM32Select Period 2017 (Year) to allocate budget year – Select Selectall button and select Copy view from Overall Budget select 100%from Overall budget and press SAVE button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management4.1Change Original Program Budget:SAP T-codeProcess4.2IM30Type IM30 in Transaction boxChange Original Program Budget:SAP T-codeProcessIM30Type the amount to be supplemented against lower levelPosition ids

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management4.3Change Original Program Budget:SAP T-codeProcessIM30Type the Overall (total) amount to be supplemented againstlower level Position ids, Select select all button and total up tothe Top level position id. Repeat the same with Annuals valuestoo

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management5.1Budget Return:SAP T-codeProcessIM38Type IM38 in the Transaction box

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management5.2Budget Return:SAP T-codeProcessIM38Select Inv. Program, select Position ID, Select Approval year andpress Enter button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management5.3Budget Return:SAP T-codeProcessIM38Type the amount to be returned for lower level position ids anddo the total up and save

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.1Create Investment Measure:SAP T-codeProcess6.2CJ20NType CJ20N in the Transaction boxCreate Investment Measure:SAP T-codeProcessCJ20NSelect Create button to create New Project definition

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.3Create Investment Measure:SAP T-codeProcessCJ20NType starting value of the Project and select dropdownbutton(f4) and fine next open number available and select Ticksymbol button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.4Create Investment Measure:SAP T-codeProcessCJ20NSelect Project Profile ZTURNKEY

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.5Create Investment Measure:SAP T-codeProcessCJ20NSelect Person Responsible, Type in Start date of the Project andFinish date, Observe Organizational elements copied fromProject Profile. Observe the Project definition symbol

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.6Create Investment Measure:SAP T-codeProcessCJ20NRight click on Project definition select create new wbs element,observe the WBS Symbol

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.7Create Investment Measure:SAP T-codeProcessCJ20NSelect Planning element and Acc. Asst element and SAVE (Clickon intermediate save button)

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.8Assign Investment Measure to Inv. Program Position id:SAP T-codeProcessCJ20NSelect L1WBSelement Edit WBSprogram Investment program position idelement Investment

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.9Assign Investment Measure to Inv. Program Position id:SAP T-codeProcessCJ20NSelect relevant Investment program, Position id and approvalyear

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.10 Assign Investment Measure to Inv. Program Position id:SAP T-codeProcessCJ20NSAVE

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.11 Allocate Budget to Investment Measure :SAP T-codeProcessIM52Type IM52 in the Transaction box6.12 Allocate Budget to Investment Measure :SAP T-codeProcessIM52Select relevant Investment program, Position id and approvalyear, Select Original Radio button to provide budget

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.13 Allocate Budget to Investment Measure :SAP T-codeProcessIM52Select relevant Investment Measure (4 RE WORKDS UNDERJAMSHEDPUR), Type in Budget to be allocated for Overall(Total)and Annual(Period) wise

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.14 Allocate Budget to Investment Measure :SAP T-codeProcessIM52Select check symbol button and see the notification below lefthand side corner and SAVE and observe the Document numberposted

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.15 Supplement Budget to Investment Measure :SAP T-codeProcessIM52Select Investment program, approval year and Supplementsradio button

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.16 Supplement Budget to Investment Measure :SAP T-codeProcessIM52Select relevant Investment measure and type in the amount to besupplemented for Overall(Total) and Annual(Period) wise,select check and save and observe the Document number posted

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management6.17 Return Budget from Measure :SAP T-codeProcessIM52Select Inv. Program, Approval year, and Select Returns Radiobutton and press Execute button or F8, select measure and inputthe amount to be returned in Overall and Annual as well, savethe transaction and observe the document posted

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project – JBVNLInvestment ManagementEnd User Manual – Investment Management

Project - JBVNL Investment Management End User Manual - Investment Management Investment Management 1.1 Create Investment Program definition: SAP T-code IM01 Process Enter IM01 in Transaction box and click Enter or Tick symbol 1.2 Create Investment Program definition: SAP T-code IM01

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