1. SAP Glossary
  2. Portfolio Assignment (PFO)
  3. object type in portfolio assignment


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


SAP Term: object type in portfolio assignment

  • Component: ICM-PFO

  • Component Name: Portfolio Assignment (PFO)

  • Description: Portfolio Assignment PFO Qualifies the type of business object or assignment object in portfolio assignment. An object type in portfolio assignment is assigned to one of the two object kinds business object or assignment object. &EXAMPLE& Business object category: life insurance Business object: life insurance contract 4711 - Mr Mueller Assignment object type: commission contract for life insurance Assignment object: commission contract 907 - Mrs Schmitt


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  • Key Concepts: 
    Object type in portfolio assignment is a component of the ICM-PFO Portfolio Assignment (PFO) module in SAP. It is used to define the type of object that can be assigned to a portfolio. This object type can be anything from a project, task, or resource to a financial item or document. 
    
    How to use it: 
    Object types in portfolio assignment are used to define the types of objects that can be assigned to a portfolio. This allows users to easily identify and manage the different types of objects within a portfolio. To assign an object type to a portfolio, users must first create an object type in the PFO module. Once created, users can then assign the object type to the desired portfolio. 
    
    Tips & Tricks: 
    When creating an object type in the PFO module, it is important to ensure that all necessary fields are filled out correctly. This will ensure that the object type is properly assigned to the desired portfolio. Additionally, it is important to keep track of all object types that have been created and assigned to portfolios, as this will help users quickly identify and manage objects within their portfolios. 
    
    Related Information: 
    For more information on object types in portfolio assignment, please refer to SAP’s official documentation on the ICM-PFO Portfolio Assignment (PFO) module. Additionally, there are many online resources available that provide detailed tutorials and best practices for using this module.
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