How to use FM5I - Create Fund


SAP Transaction Code - Details

  • Transaction Code: FM5I

    Description: Create Fund

    Release: S/4HANA and ECC 6

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    • Program: SAPLFM52

      Screen: 100

      Authorization Object:

    • Development Package: FMBS

      Package Description: FIFM: Basis

      Parent Package: APPL

    • Module/Component: FI-FM

      Description: Funds Management


Smart SAP Assistant

  • SAP Tcode: FM5I - Create Fund
    
    Overview:
    The SAP transaction code FM5I is used to create a fund in the Funds Management module of the SAP system. This transaction code is used to create a fund in the Funds Management module, which is used to manage and monitor the financial resources of an organization. 
    
    Functionality: 
    The FM5I transaction code allows users to create a fund in the Funds Management module. This transaction code enables users to define the characteristics of the fund, such as its name, type, and currency. It also allows users to assign a fund manager and set up budgeting and control parameters for the fund. 
    
    Step-by-step How to Use: 
    1. Enter the transaction code FM5I in the command field. 
    2. Enter the name of the fund you want to create. 
    3. Select the type of fund you want to create (e.g., investment, operating, etc.). 
    4. Select the currency for the fund. 
    5. Assign a fund manager for the fund. 
    6. Set up budgeting and control parameters for the fund (e.g., budget limits, authorization levels, etc.). 
    7. Save your changes and exit the transaction code. 
    
    Other Recommendations: 
    It is important to note that when creating a new fund in Funds Management, it is important to ensure that all necessary information is entered correctly and accurately in order for it to be properly set up and managed. Additionally, it is important to ensure that all relevant authorization levels are set up correctly in order for users to be able to access and manage the fund properly.
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Related SAP Transaction Codes

Click the links below to see the following related SAP tcodes:
  • FM4M - Directory of Functional Areas...

  • FM4G - Budget Structure Element Hierarchy...

  • FM5M - Index of Funds...

  • FM5S - Display Fund...


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