SAP ABAP IMG Activity GART_DEFINITION_WP (Define Transaction Types)
Hierarchy
☛ EA-FINSERV (Software Component) SAP Enterprise Extension Financial Services
   ⤷ FIN-FSCM-TRM (Application Component) Treasury and Risk Management
     ⤷ FTPC (Package) Customizing Treasury: Portfolio management
IMG Activity
ID GART_DEFINITION_WP Define Transaction Types  
Transaction Code S_ALR_87009287   Securities: Fin. Transaction Types 
Created on 19990301    
Customizing Attributes GART_DEFINITION_WP   Define Transaction Types 
Customizing Activity GART_DEFINITION_WP   Define Transaction Types 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name GART_DEFINITION_WP    

In this section, you define your transaction types and assign these to the product types. You also define the important technical aspects of managing a transaction using the product types you have defined.

Requirements

  • You have defined the product types you require in the IMG activity Define Product Types.
  • You have created at least one number range interval in the IMG activity Define Number Ranges for Transaction.

Activities

  1. Use the New Entries function to create a new transaction type.
  2. Select a product type for which you want to define a transaction type. (Do not enter a long name since it is copied automatically from the product type).
  3. Enter a short key (three-character alphanumeric field) as the name of the transaction type.
  4. Enter the long name for your transaction type.
  5. Assign a transaction category to the transaction type. You can use transaction categories 100 (purchase) and 200 (sale) for each product category in the securities area.
  6. Assign a number range interval to the transaction type for the transactions and a number range for the underlying.
  7. Assign your transaction type to a processing category. The processing category determines which activity categories are intended for a transaction type and reflects the individual steps you must perform for a transaction. You can choose between the following two processing categories:
    • 00001: Order - Contract
    • 00002: Order - Contract - Settlement

      A transaction can pass through different activity categories depending on which processing category you choose.

  8. If you set the Automatic posting release indicator, you can post the transaction flows generated without explicitly releasing them.

    If you do not set this indicator, you must release a transaction before you can post it.

  9. In the Status management section you can specify a Status profile. You define the status profiles themselves in the IMG for the Transaction Manager by choosing General Settings -> Transaction Management -> Status Management -> Define Status Profiles.
  10. In the Automatic date determination section you can specify a date rule. This rule is used to determine the default proposals for the fields Position value date, Calculation date and Payment date in the screen for entering the transaction. You define the date rules in the IMG by choosing Securities -> Transaction Management -> Transaction Types -> Define Date Rules.

Business Attributes
ASAP Roadmap ID 203   Establish Master Data 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG GART_DEFINITION_WP 0 KFM0000009 Transaction Management 
SIMG GART_DEFINITION_WP 1 O I070004705  
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_GART2 V - View SM30  
History
Last changed by/on SAP  20000718 
SAP Release Created in