How to use JBR8 - Adjust Portfolio Hierarchy

SAP Transaction Code - Details

• Transaction Code: JBR8

  Description: Adjust Portfolio Hierarchy

  Release: S/4HANA and ECC 6

• • Program: RJBRPHAD

    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

Smart SAP Assistant

• SAP Tcode: JBR8 - Adjust Portfolio Hierarchy

  
  Overview:
  The SAP transaction code JBR8 is used to adjust the portfolio hierarchy in the SAP system. It allows users to create, change, and delete portfolio hierarchies. This transaction code is used to maintain the portfolio hierarchy in the system and ensure that it is up-to-date. 
  
  Functionality: 
  The JBR8 transaction code allows users to create, change, and delete portfolio hierarchies. It also allows users to view the existing portfolio hierarchy and make changes as needed. The transaction code also allows users to assign a portfolio hierarchy to a specific user or group of users. 
  
  Step-by-step How to Use: 
  1. Enter the transaction code JBR8 in the command field. 
  2. Select the “Create” option from the menu bar. 
  3. Enter the name of the portfolio hierarchy you want to create. 
  4. Enter the description of the portfolio hierarchy you want to create. 
  5. Select the “Save” option from the menu bar. 
  6. Select the “Change” option from the menu bar if you want to make changes to an existing portfolio hierarchy. 
  7. Select the “Delete” option from the menu bar if you want to delete an existing portfolio hierarchy. 
  8. Select the “Assign” option from the menu bar if you want to assign a portfolio hierarchy to a specific user or group of users. 
  9. Select the “Display” option from the menu bar if you want to view an existing portfolio hierarchy. 
  10. Select the “Exit” option from the menu bar when you are done making changes or viewing an existing portfolio hierarchy. 
  
  Other Recommendations: 
  It is recommended that users familiarize themselves with all of the options available in this transaction code before making any changes or creating new portfolios hierarchies in order to ensure that they are making changes correctly and efficiently. Additionally, it is important for users to ensure that they have proper authorization before making any changes or creating new portfolios hierarchies in order to avoid any potential security issues or data loss.