Hierarchy
EA-GLTRADE (Software Component) SAP Enterprise Extension Global Trade⤷
LO-GT-PM (Application Component) Position Management⤷
WPORTFOLIO (Package) Tool: Portfolio Maintenance
IMG Activity
| ID | W_WB2B_0P06 | Maintain Portfolio Determination |
| Transaction Code | S_P0D_25000022 | (empty) |
| Created on | 20000727 | |
| Customizing Attributes | W_WB2B_DUMMY | Attribute Global Trade |
| Customizing Activity | W_WB2B_0P06 | Maintain Portfolio Determination |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | W_WB2B_0P06 |
Portfolio determination type controls which portfolio is assigned to a Trading Contract item. In portfolio determination type, assign a Portfolio Determination Procedure and thus, the access sequence and portfolio default date, time and identification strategy. With those parameters, the portfolio number can be assigned to Trading Contract item.
Portfolio default date
This parameter determines which date in the document should be taken as the portfolio date during contract maintenance. There are eight choices.
- Current date (Date of the document creation)
- Posting date
- Pricing date either Purchasing or Sales
- Delivery date either Purchasing or Sales
- Document date either Purchasing or Sales
Time
You can define the timing of generating a portfolio record in Trading Contract. There are four possible choices:
- When the item is changed
- When saving the document
- When creating new item
- Manual Trigger
Determination strategy
This parameter controls the method of assignment of the portfolio master. Both manual and automatic assignment are possible. It also determines the selection criteria. Five choices are available:
- Exactly one portfolio (Default value)
- Manual selection if not unique
- Automatic selection based on the responsibility
- Manual selection based on the responsibility
- Select the latest portfolio
If you want to select the portfolio, select Manual selection if not unique.
If you set up responsibility groups, use either automatic or manual based on responsibility.
With Timing and determination strategy, the system determines the rule of assigning the portfolio master record to the Trading Contract.
Exclusive
If you set this flag, the system stops searching for a record after the first successful access for a portfolio type within an access sequence.
Example
Requirements
Standard settings
Recommendation
Activities
Further notes
Business Attributes
| ASAP Roadmap ID | 899 | not to be assigned |
| Mandatory / Optional | 3 | Nonrequired activity |
| Critical / Non-Critical | 1 | Critical |
| Country-Dependency | A | Valid for all countries |
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 |
| VV_TPOST_M | V - View | SM30 |
History
| Last changed by/on | SAP | 20020417 |
| SAP Release Created in | 46C |
