SAP Note 106057 - "Roll up" function for investment programs

Component : Investment Program -

Solution : https://service.sap.com/sap/support/notes/106057 (SAP Service marketplace login required)

Summary :
The SAP Note provides clarification on the 'Rolling up' functionality in manual planning and budgeting for investment programs (specifically IM35, IM32, IM30, IM38). It elucidates two primary types of 'Rolling up': Rolling up of existing values and Rolling up of changes. The first type aggregates non-zero values from lower hierarchy levels to overwrite similar higher-level entries. The latter computes changes entered during the session, aggregating them without overwriting existing sums but instead adding to them. Also addressed are issues of missing documentation and examples to assist understanding.

Key words :
additional key words im35, prerequisites missing documentation solution, = current values minus values, controlling area currency, lower hierarchy level, higher hierarchy level, hihger-level item, lowest hierarchy level, updated required budget, original  supplement  return

Related Notes :

440195IM32/IM30/IM38:error with 'Roll up' in batch input
422894Extended 'Rollup' function in investment program
398983Information: IM (Investment Management)
377905'Total up' function in IM required to work as in PS
337352Planning/budgeting hierarchically lower items
193468Plan / budget = 0 due to auxiliary progrm ZAIMRLUP
106041IM: Error during rollup of supplements/returns
96808IM: Error in totaling up supplement/returns