1. SAP Glossary
  2. Policy Management
  3. actual investment


What is actual investment in SAP FS-PM - Policy Management?


SAP Term: actual investment

  • Component: FS-PM

  • Component Name: Policy Management

  • Description: Investment using the actual principle. With this investment model, it is not the agreed premium amount that is used as the basis for investment, but the actual premium received. This investment model has the following characteristics: No contractually agreed premium Investment of cash receipt No premium receivable No debit entry


Smart SAP Assistant

  • Key Concepts: 
    Actual investment is a term used in SAP FS-PM Policy Management to refer to the actual amount of money that has been invested in a particular policy. This amount is tracked and recorded in the system and can be used to compare against the planned investment amount. 
    
    How to use it: 
    In SAP FS-PM Policy Management, actual investment is tracked and recorded for each policy. This information can be accessed by navigating to the “Investment” tab in the policy details page. The actual investment amount is displayed in the “Actual Investment” field. 
    
    Tips & Tricks: 
    It is important to regularly review the actual investment amount for each policy to ensure that it is in line with the planned investment amount. This will help ensure that policies are being managed effectively and efficiently. 
    
    Related Information: 
    For more information on SAP FS-PM Policy Management, please refer to the official SAP documentation at https://help.sap.com/viewer/product/FS-PM/en-US.
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