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_0P13 | Define Portfolio Tables |
| Transaction Code | S_P0D_25000031 | (empty) |
| Created on | 20000809 | |
| Customizing Attributes | W_WB2B_DUMMY | Attribute Global Trade |
| Customizing Activity | W_WB2B_0P13 | Define Portfolio Tables |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | W_WB2B_0P13 |
USE
In this step, you maintain a portfolio table. The portfolio table identifies a combination of fields (the key) that make up an individual portfolio record. This represents how the system stores the specific data associated with the particular portfolio.
Example
If you want to create a portfolio table that is related to trading material, the table might contain:
- Material Group
- Material Number
- Responsible group
Requirements
Standard settings
Recommendation
Changing standard portfolio tables is not possible. Create a new table by copying the existing table and modifying it, if necessary.
The order of the fields in a portfolio table affects the performance of the system. Two general guidelines will help you create an efficient portfolio table.
- When you select fields that relate to the structure of your organization (such as Sales organization and Distribution channel, order the fields to reflect the degree of generality, working from general to specific. Place the most general field (Sales organization, for example) at the top and the most specific field at the bottom.
- After organizational fields, place fields from the document header ahead of those that come from the item level. (For example, Customer comes before Material)
Activities
First, check the fields in the table which may meet your needs. Or, create a new portfolio table. In this case, add at least two entries in the table from the data field structure.
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 |
| POTAB | T - Individual transaction object | POTAB | Create Portfolio Tables | |||
| POTAB | T - Individual transaction object | POTABC | Change Portfolio Tables | |||
| POTAB | T - Individual transaction object | POTABD | Display Portfolio Tables |
History
| Last changed by/on | SAP | 20020417 |
| SAP Release Created in | 46C |
