How to use JBPH - Portfolio hierarchy

SAP Transaction Code - Details

• Transaction Code: JBPH

  Description: Portfolio hierarchy

  Release: S/4HANA and ECC 6

• • Program: MENUJBPH

    Screen: 1000

    Authorization Object:

  • Development Package: JBR

    Package Description: Application development TRM Market Risk Mangement

    Parent Package: FS_SEM_TRMAN

  • Module/Component: FIN-FSCM-TRM-AN

    Description: Analyzer

Smart SAP Assistant

• SAP Tcode: JBPH - Portfolio hierarchy

  
  Overview:
  The SAP transaction code JBPH is used to manage the portfolio hierarchy in SAP. It allows users to create, view, and edit the portfolio hierarchy of their organization. This transaction code is used to maintain the structure of the portfolio hierarchy and to ensure that all related data is up-to-date. 
  
  Functionality: 
  The JBPH transaction code allows users to create, view, and edit the portfolio hierarchy of their organization. It also allows users to assign portfolios to different levels in the hierarchy, as well as assign different roles and responsibilities to each level. Additionally, it allows users to view and edit the portfolio hierarchy in a graphical format. 
  
  Step-by-step How to Use: 
  1. Access the JBPH transaction code by entering it into the command field in SAP. 
  2. Select “Create” from the menu bar at the top of the screen. 
  3. Enter a name for the new portfolio hierarchy and select “Save”. 
  4. Select “Edit” from the menu bar at the top of the screen. 
  5. Add or remove portfolios from the hierarchy by selecting them from the list on the left side of the screen and using the arrows to move them up or down in the hierarchy. 
  6. Assign roles and responsibilities to each level of the hierarchy by selecting them from the list on the right side of the screen and using the arrows to move them up or down in the hierarchy. 
  7. Select “Save” when you are finished making changes to your portfolio hierarchy. 
  8. Select “View” from the menu bar at the top of the screen to view your portfolio hierarchy in a graphical format. 
  
  Other Recommendations: 
  It is important to regularly review and update your portfolio hierarchy in order to ensure that all related data is up-to-date and accurate. Additionally, it is recommended that users take advantage of SAP’s graphical view feature when viewing their portfolio hierarchies, as this can help them better understand how their portfolios are structured and how they are related to one another.