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Section Notes: 1. Main Transactions in Sap Dms

This document provides an overview of the main transactions in SAP DMS (Document Management System) for creating, changing, displaying, and searching documents. It outlines the steps to create a new document, add an original file, check in the original, add additional descriptions in other languages, link the document to other objects, organize documents in the document browser, classify documents, and display document details including changes, original files, and storage location. The goal is to familiarize users with the standard SAP DMS objects and functions to facilitate learning how to customize these objects.

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163 views5 pages

Section Notes: 1. Main Transactions in Sap Dms

This document provides an overview of the main transactions in SAP DMS (Document Management System) for creating, changing, displaying, and searching documents. It outlines the steps to create a new document, add an original file, check in the original, add additional descriptions in other languages, link the document to other objects, organize documents in the document browser, classify documents, and display document details including changes, original files, and storage location. The goal is to familiarize users with the standard SAP DMS objects and functions to facilitate learning how to customize these objects.

Uploaded by

vedavathi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Section Notes

1.    MAIN TRANSACTIONS IN SAP DMS


The objective of this section is to walk you through the main transactions in
SAP DMS.

We will have later on a chapter about customizing all these objects based on a
practical example. Understanding the main transactions and using the standard
objects will make learning the customizing objects more easy.

You will learn how to create, change, display and search a document in DMS.

Also, you will understand the classification functions to help finding your
documents easier.

1.1.           Create a Document


-          Show the menu path to create a doc, or trx

-          Choose document DRW

-          Explain that the document type carries in background all the customizing
related to your process

-          Don’t enter values in the part, version or number. By default, the part
000, version 00 and automatic assignment of internal number will be carried out

-          The main information on your document is structured under different


tabs

-          DESCRIPTION: My first Drawing


-          STATUS: by default, is WR – explain that this will be presented in the
next lesson

-          CM RELEVANCE – this controls if the document is relevant for


Configuration Management or not.

-          USER – will store info on the user who creates the document

-          Lab/Office – will store info on which lab or office created the document.

-          This is an additional field which can be used in reporting

-          Select PDM – product data modeling department

-          CHANGE NUMBER – this field will control if you want to track
changes with engineering change management.

-          If you don’t have a change number, any change that you make is valid
from the date of the change

-          If you have a change number if you control from which date the change
is effective

-          SUPERIOR DOCUMENT – you can specify if you document is part of a


document hierarchy.

-          We will not fill nothing here for now, we will discuss later about
hierarchies.

-          ORIGINALS – this is the section you can use to upload your original
file.

-          Save the document now

-          You have just created your Document Information Record in SAP.
Congratulations.

-          In the next lessons we will add more data to this.


-          Take a note on your document number. 10000001311

1.1.                      Change a Document
-          Navigate to the change document menu

-          Use your document already created

-          DOCUMENT STATUS – check the status network – extras / status


network

-          Change the status to “In Work”- explain that that represents the products
lifecycle

1.2.                       Create Original


-          Choose the application PDF

-          Add a description

-          Upload the original from your own computer

1.3.                       Check in original


-          Check in the original document.

-          If you don’t have a content server setup, you can choose DMS_C1_ST.
Now it will be stored in the SAP Database

-          It is recommended for a small amount of documents, for large amounts


you need to have another content server only for documents

-          We will go over different settings related to storing documents in SAP in


the next lessons

1.4.                       Add additional descriptions


-          You can add any description you want in other languages

-          I live in Canada, and here the official languages are EN and FR
-          I will update another description in French, so that the user which will
log in in French will see the correct description in his own language

-          “Assemblage de la pompe Dessin »

1.5.                       Object Links


-          This Is a drawing from an assembly.

-          We want this drawing to be linked with this assembly and not the other

-          Use link to a Material Master R-F110

1.6.                       Document Browser


-          Present the structure of documents created

-          Save your document in the structure

-          Navigate to Navigator documents,

-          Create a new folder “Pump Drawings” and create a link to this folder.

1.7.                       Classification
-          You can use classification to maintain document attributes. This will
help you find your documents easier

-          Extras – Classification

-          The class type for documents is 017 – document management

-          Let’s assign a standard class for now. Later we will create our own
classes

-          Search for all classes 017and choose CL0001

-          Maintain the attributes stored in this class – from size A3, Data carrier –
Paper
-          Go back and save.

1.8.                       Document display


Display your document changes

-          And display the status network, your original file, and the location where
it is stored.

-          Environment/Display changes – see all the changes in the document,


done when and by who

-          Display the original file

-          Navigate to display document, maintain your document, go on original


tab, select the file and press the display original button. 

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