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
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
JBPF - Customize Portfolio Data...
JBPERIOD - Period Values...
JBP_CUS_DIST_DER1 - Derivation Strategy DIS1 (Distrib.)...
JBP_DIST_TRO - Distribution (Treasury Offset)...