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_0P07 | Maintain Portfolio Type |
| Transaction Code | S_P0D_25000023 | (empty) |
| Created on | 20000727 | |
| Customizing Attributes | W_WB2B_DUMMY | Attribute Global Trade |
| Customizing Activity | W_WB2B_0P07 | Maintain Portfolio Type |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | W_WB2B_0P07 |
USE
In this step, you create portfolio types. The portfolio type, which is a kind of framework for portfolio records, contains the access sequence and default validity prompts.
- Access sequence
The access sequence is the search strategy for portfolio records.
- Default data
The Portfolio type has a validity period which defaults to a portfolio when created. You define the entry value from possible values provided.
- Control data
You can set a deletion rule for the portfolio type. It determines whether the system performs specific checks before deleting a portfolio.
If you choose deletion is not allowed, you cannot delete a portfolio of this type in any case.
If you choose Check document reference before deletion, the portfolio record cannot be deleted, if there are portfolio documents that remain unassigned.
Also, you can define if you allow an external portfolio number in this type of portfolio.
Example
Requirements
Standard settings
Recommendation
Activities
You can create new portfolio types with a four-character name and a description.
Further notes
Copying an existing portfolio type is also available. A single access sequence can be assigned to multiple portfolio types.
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_T685M_MM | V - View | SM30 |
History
| Last changed by/on | SAP | 20020417 |
| SAP Release Created in | 46C |
