Set Options for Additional Investments

Explanation

This activity is used to make an additional investment for an object.

Prerequisites

Before you can make an additional investment, the object must be in Active status.

System Effects

As a result of this activity, a preliminary add investment transaction is created in Add Investment - Progress window. The user-defined base values in Object/User-defined Base Values tab window are not updated automatically and must be changed manually.

Window

Change Object Value

Related Window Descriptions

Change Object Value
Add Investment

Procedure

Use the following procedure to set options for the additional investment:

1. Select object/objects in Change Object Value and click Add Investment .
2. Select Voucher Date, User Group and Voucher Type for the voucher to be created. The default values are displayed.
3. Select Event Date and Retroactive Date; the date to which the transaction affected. Event date is the default value.
4. Enter the additional investment amount in accounting currency in the Amount field.
5. Enter the additional investment amount in parallel currency in the Amount in @EU field. (Note: This field is editable only if the company uses Parallel Currency base Transaction Currency.)
6. Use the List of Values to select a value for the acquisition reason in the Transaction Reason field.
7. Click OK to execute the additional investment.