POTAB - Define Portfolio Tables

SAP Transaction Code - Details

• Transaction Code: POTAB

  Description: Define Portfolio Tables

  Release: S/4HANA and ECC 6

• • Program: SAPMV12A

    Screen: 100

    Authorization Object: S_TABU_DIS

  • Development Package: WPORTFOLIO

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: POTAB - Define Portfolio Tables

   
  
  Overview: 
  POTAB is an SAP transaction code used to define portfolio tables. It is used to create and maintain tables that store information about portfolios, such as the portfolio name, description, and type. 
  
  Functionality: 
  The POTAB transaction code allows users to create and maintain portfolio tables. This includes defining the table name, description, and type. It also allows users to assign a portfolio to a table and add or delete entries from the table. 
  
  Step-by-step How to Use: 
  1. Enter the POTAB transaction code in the command field. 
  2. Select “Create” from the menu bar. 
  3. Enter a name for the portfolio table in the “Table Name” field. 
  4. Enter a description for the portfolio table in the “Description” field. 
  5. Select a type for the portfolio table from the drop-down menu in the “Type” field. 
  6. Click “Save” to save your changes. 
  7. To assign a portfolio to a table, select “Assign Portfolio” from the menu bar and enter the name of the portfolio in the “Portfolio Name” field. 
  8. To add or delete entries from a table, select “Add/Delete Entries” from the menu bar and enter the details of the entry in the appropriate fields. 
  9. Click “Save” to save your changes. 
  
  Other Recommendations: 
  It is recommended that users familiarize themselves with all of the options available in POTAB before using it to create or maintain portfolio tables. Additionally, users should ensure that all entries are accurate and up-to-date before saving any changes made in POTAB.