How to use JBRW - Generate Portfolio Hierarchy

SAP Transaction Code - Details

• Transaction Code: JBRW

  Description: Generate Portfolio Hierarchy

  Release: S/4HANA and ECC 6

  Menu Path:

  • Accounting > Financial Supply Chain Management > Treasury and Risk Management > Market Risk Analyzer > Tools > Reorganization Tools > Portfolio Hierarchies > Generate
  • Accounting > Financial Supply Chain Management > Treasury and Risk Management > Market Risk Analyzer > Asset/Liability Management > Tools > Reorganization Tools > Portfolio Hierarchies > Generate
  • Accounting > Financial Supply Chain Management > Treasury and Risk Management > Portfolio Analyzer > Tools > Reorganization Tools > Portfolio Hierarchies > Generate
  • Accounting > Financial Supply Chain Management > Treasury and Risk Management > Accounting Analyzer > Tools > Reorganization Tools > Portfolio Hierarchies > Generate

• • Program: RRMPH001

    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: JBRW - Generate Portfolio Hierarchy

  
  Overview:
  The SAP transaction code JBRW is used to generate a portfolio hierarchy. This hierarchy is used to organize and manage the different portfolios of an organization. It allows users to view and analyze the different portfolios in a hierarchical structure. 
  
  Functionality: 
  The JBRW transaction code enables users to create a portfolio hierarchy that can be used to manage and analyze the different portfolios of an organization. It allows users to view the different portfolios in a hierarchical structure, which makes it easier to identify relationships between them. The hierarchy can also be used to track changes in the portfolios over time. 
  
  Step-by-step How to Use: 
  1. Enter the transaction code JBRW into 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. Select the “Create” button to create the portfolio hierarchy. 
  5. Enter the details of each portfolio in the hierarchy, such as its name, description, and parent portfolio (if applicable). 
  6. Select the “Save” button to save your changes. 
  7. Select the “Activate” button to activate your portfolio hierarchy. 
  
  Other Recommendations: 
  It is recommended that users regularly review their portfolio hierarchies and make any necessary changes or updates as needed. Additionally, users should ensure that all portfolios in the hierarchy are properly linked and that all relevant information is included in each portfolio entry.