Learn SAP IM

SAP IM training tutorial for beginners and professional learners, learn how to configure SAP Investment Management module step by step with scenarios.

What is Investment Management?

Investment management refers to planning and managing of investments in long term activities for purpose of creation of fixed assets for internal purposes, investment in projects, etc. To manage this type of investment, you should define plan, budget and control over this investments.

SAP IM module is one of the important functional module of SAP system which is used to control capital expenditures. SAP investment management module is designed to manage various investment securities of an organization such as shares, bonds. It helps in assigning and controlling budgets for capital expenditure and advertising. This module helps in creation of investment tree in which depicts that way budget is to be distributed. It ensures effective planning and controlling of the cost that included budget authorization.

SAP IM module can be integrated with other modules, such as SAP FICO (Financial accounting & Controlling), SAP Asset Management, SAP PS (Project System) and with various SAP modules.

SAP investment management Components

  1. Investment Program
  2. Appropriate Requests
  3. Internal orders as Investment Measures
  4. Investment as projects

What you learn in this SAP IM Tutorials

  1. Step by step SAP investment module implementation process
  2. IM module integration with SAP PS module
  3. Real time PS module issues and scenarios with solutions
  4. Top PS interview questions
  5. Certification Guide

Important IM transaction codes to remember

Description Transaction Code
Create an Investment program IM01
Create top program position IM11
Edit Original budget IM35
Create internal order K001
Budget Distribution IM52
Open new approval year IM27
Budget carry forward KOCF
Close old approval year IM27_CLOSE

This SAP Investment Management (IM) tutorials are designed in an easy method so that every beginner can learn IM module step by step.