16 Steps Required to Maintain Investment Measures in SAP S/4 HANA

Organizational activities are often managed as projects that involve design, plan, build, and assign phases. Choosing between using an internal order or WBS element as an investment measure depends on the project’s complexity and the number of stages involved. SAP S/4 HANA Internal order (CO-IO) or Project System (PS) can be used to monitor multiple module projects with complex structures.
In this document, the essential settings required for using a CO-IO Internal Order as an investment measure in SAP S/4 Investment Management (IM) will be covered. Common configurations like settlement profiles, allocation structures, etc., were covered, and 10-specific configurations like project profiles, how to assign an investment profile to a project profile, etc., will also be covered in this guide.

1. What is AUC
2. Create AUC Asset Class
3. Create Allocation Structure
4. Create Settlement Profile and Assign Allocation Structure with Settlement Profile
5. Create Planning Profile
6. Create Budget Profile
7. Create Order Type and Assign Budget Profile, Settlement Profile and Planning Profile
8. Create Investment Profile
9. Create IO as well as AUC
10. Create PO with Account Assignment “F” (Order) in ME21N
11. Post GR in MIGO and Invoice in MIRO
12. Create Main Asset Class [OAOA]
13. Create Main Asset master [AS01]
14. Settlement with AUC KO88
15. Settlement with Fixed Asset [KO88]
16. Check the AUC and FA [AW01N]

Download – 16 Steps Required to Maintain Investment Measures in SAP S/4 HANA