How to use JBR5 - Update Portfolio Hierarchy

JBR5 - Overview

• Transaction Code: JBR5

  Description: Update Portfolio Hierarchy

  Release: S/4HANA and ECC 6

• • Program: RJBRPHUPD

    Screen: 1000

    Authorization Object: J_B_TRANSB

  • Development Package: JBR

    Package Description: Application development TRM Market Risk Mangement

    Parent Package: FS_SEM_TRMAN

  • Module/Component: FIN-FSCM-TRM-AN

    Description: Analyzer

JBR5 - Details

• SAP Tcode: JBR5 - Update Portfolio Hierarchy

  
  Overview:
  The SAP transaction code JBR5 is used to update the portfolio hierarchy in the SAP system. This transaction code is used to maintain the portfolio hierarchy, which is a hierarchical structure of portfolios and sub-portfolios. It is used to organize and manage portfolios in the system. 
  
  Functionality: 
  The JBR5 transaction code allows users to create, edit, and delete portfolios and sub-portfolios in the system. It also allows users to assign portfolios to different users or groups. Additionally, it allows users to assign different access rights to each portfolio. 
  
  Step-by-step How to Use: 
  1. Enter the JBR5 transaction code in the command field. 
  2. Select the “Create” option from the menu bar. 
  3. Enter the name of the portfolio you want to create and select “Create” again. 
  4. Enter the name of the sub-portfolio you want to create and select “Create” again. 
  5. Assign access rights to each portfolio by selecting “Assign Access Rights” from the menu bar. 
  6. Select “Save” when you are done making changes. 
  7. Select “Back” when you are finished with your changes and want to return to the main menu. 
  
  Other Recommendations: 
  It is recommended that users familiarize themselves with the JBR5 transaction code before using it in order to ensure that they are able to use it correctly and efficiently. Additionally, it is important for users to be aware of