SAP SPRO 一頁式學習法FI-IM Fiori 案例:投資管理
Global Bike 案例(S/4HANA 2023・Fiori 3.0)・ 22 步驟・約 150 分鐘
Designed by CASPER 2026.10
第 26 / 54 頁
FI-IM規劃:撥款申請・投資計畫(步驟 1–9)
1 建立成本中心
Manage Cost Centers
T-code KS012 建立撥款申請
Appropriation Requests
T-code IMA113 建立投資計畫定義
Create Investment Program Definition
T-code IM014 變更投資計畫結構
Change Investment Program Structure
T-code IM225 調整撥款申請
Appropriation Requests
T-code IMA126 顯示計畫值
Plan Program, Requests, Measures Report
7 彙總計畫值
Rollup Plan Values
T-code IM348 顯示計畫的計畫值
Plan Program, Requests, Measures
9 釋放撥款申請
Appropriation Requests
T-code IMA12FI-IM執行:訂單・預算・採購・結算(步驟 10–22)
10 建立內部訂單
Manage Internal Orders
T-code KO0111 資產會計總覽
Asset Accounting Overview
T-code AW01N12 指派內部訂單
Appropriation Requests
T-code IMA1213 建立計畫預算
Change Original Program Budget
T-code IM3214 分配預算
Change Original Budget Distribution
T-code IM5215・17・19 顯示預算可用性
Budget Available for Measures
16 建立訂單(採購)
Manage Purchase Orders
T-code ME21N18 過帳收貨
Post Goods Receipt for Purchasing Document
T-code MIGO20・22 資產會計總覽
Asset Accounting Overview
T-code AW01N21 執行結算
Run Settlement
T-code KO88FI-IM情境・T-code 速查
角色:David Kiefer(投資經理)・ Daniel Coronado(資產會計)・
Shuyuan Chen(會計經理)・ Aura Maxwell(採購)・ Tatiana Karsova(收貨)
Shuyuan Chen(會計經理)・ Aura Maxwell(採購)・ Tatiana Karsova(收貨)
情境:開立在建工程資產(AuC)並採購工作台與原物料:
撥款申請 → 投資計畫 → 內部訂單 → 預算 → 採購收貨 → 結算
撥款申請 → 投資計畫 → 內部訂單 → 預算 → 採購收貨 → 結算
步驟 6 / 8 / 15 為 Fiori 報表,案例中未對應 T-code
| T-code | Fiori App | 步驟 | TABLE |
|---|---|---|---|
| KS01 | Manage Cost Centers | 1 | CSKS |
| IMA11 | Appropriation Requests(建立) | 2 | IMAK |
| IMA12 | Appropriation Requests(變更・釋放・指派) | 5,9,12 | IMAK |
| IM01 | Create Investment Program Definition | 3 | IMTP |
| IM22 | Change Investment Program Structure | 4 | IMPR |
| IM34 | Rollup Plan Values | 7 | – |
| KO01 | Manage Internal Orders | 10 | AUFK |
| IM32 | Change Original Program Budget | 13 | – |
| IM52 | Change Original Budget Distribution | 14 | – |
| ME21N | Manage Purchase Orders | 16 | EKKO |
| MIGO | Post Goods Receipt for Purchasing Document | 18 | MATDOC |
| AW01N | Asset Accounting Overview | 11,20,22 | ANLA |
| KO88 | Run Settlement | 21 | – |