Investment Management Configuration
Configuring the Investment Management (IM) module is rather simple in that there are not too many working parts to manage. Of the areas necessary to configure to support internal order integration, only the program type and investment profile have not been covered in previous chapters. We’ve already examined concepts such as order type, user status, and plan and budget profiles. In this chapter, we’ll show how they relate to IM configuration.
The configuration in the chapter will be straightforward. We’ll show only those parts necessary to get IM up and running in any detail. To this end, we’ll only mention asset accounting configuration briefly. Before beginning the project, it is advisable to partner with ...
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