1. SAP Glossary
  2. Portfolio Assignment (PFO)
  3. interim portfolio assignment


What is interim portfolio assignment in SAP ICM-PFO - Portfolio Assignment (PFO)?


SAP Term: interim portfolio assignment

  • Component: ICM-PFO

  • Component Name: Portfolio Assignment (PFO)

  • Description: Portfolio Assignment PFO A portfolio that is assigned to a commission recipient for a limited period of time. However, if the commission recipient succeeds in changing the contract terms in an interim portfolio assignment, this contract is assigned correctly to his or her portfolio segment.


Smart SAP Assistant

  • Key Concepts: 
    Interim portfolio assignment is a feature of the ICM-PFO Portfolio Assignment (PFO) component of SAP. It allows users to assign a portfolio to an individual or team for a limited period of time. This allows users to quickly and easily assign portfolios to individuals or teams for specific tasks or projects. 
    
    How to use it: 
    To use the interim portfolio assignment feature, users must first create a portfolio in the ICM-PFO Portfolio Assignment (PFO) component. Once the portfolio is created, users can assign it to an individual or team for a specified period of time. The user can also specify the start and end dates for the assignment. 
    
    Tips & Tricks: 
    When using the interim portfolio assignment feature, it is important to ensure that the start and end dates are accurate. This will ensure that the portfolio is assigned for the correct amount of time and that it is not assigned for too long or too short of a period. 
    
    Related Information: 
    The interim portfolio assignment feature is part of the ICM-PFO Portfolio Assignment (PFO) component of SAP. It is designed to help users quickly and easily assign portfolios to individuals or teams for specific tasks or projects. It can also be used to assign portfolios on a temporary basis.
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