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Cannot copy amount in one financial view to another

Former Member
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When a certain decision point is completed/approved, in financial planning tab, the amount in one financial view/category should be automatically copied to another financial view/category

What is the procedure to do that?

Accepted Solutions (1)

Accepted Solutions (1)

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Dear Pravin,

The expected systembehaviour (automatically copying a value from one financial view/category to another one when changing the status of a decision point) isn´t available in the standard of Portfolio Management.

You can try to use BAdI /RPM/DECISION_POINT and BAdI /RPM/FIN_CAP_PLAN to implement your own logic.

Best regards,

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