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AC020: Business Processes in Investment Management


  • Plan and manage your investments using the Investment Management application


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  • Project managers in the area of Investment Management
  • Members of the project team, responsible for Investment Management



  • TERP10: Integration of Business Processes in SAP ERP


  • SAPFIN: SAP Financials
  • AC010: Business Processes in Financial Accounting
  • AC040: Business Processes in Management Accounting
  • The SAP Project System, Internal Orders and Maintenance Orders are only considered in terms of their relationships to investment measures.
  • This course does not cover Customizing for IM (see AC350). The emphasis is on using Investment Management for managing investments in the SAP ERP System.
  • Particular emphasis is placed on accounting issues.
  • The content of the course is also appropriate for participants on the following SAP software releases: R/3 4.6, R/3 Enterprise, ECC5.0

Course based on software release

  • SAP ERP Central Component 6.0, Enhancement Package 7
Course Outline
  • Business processes for Investment Management
  • Appropriation requests
  • Planning and budgeting for investment programs and investment measures
  • CO internal orders, projects, and maintenance orders as investment measures
  • Settlement of investment measures to assets and cost centers
  • Direct capitalization via purchase order/goods receipts
  • Depreciation simulation
  • Using equipment and maintenance orders in plant maintenance for large- scale servicing activities
  • Investment Management Information System
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