Scribd
Upload
708 views

DMS Steps

The document discusses SAP's Document Management System (DMS) module. It provides a central repository for external documents related to core ERP transactions and data. Key benefits include easy access to the latest document versions, reduced paper usage, and efficient searching and tracking of documents. The document outlines transaction codes for creating, changing, displaying, and finding documents in DMS. It also provides instructions for attaching files, maintaining additional data, and linking documents to personnel records.

Uploaded by

Aditya Deshpande
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
708 views

DMS Steps

The document discusses SAP's Document Management System (DMS) module. It provides a central repository for external documents related to core ERP transactions and data. Key benefits include easy access to the latest document versions, reduced paper usage, and efficient searching and tracking of documents. The document outlines transaction codes for creating, changing, displaying, and finding documents in DMS. It also provides instructions for attaching files, maintaining additional data, and linking documents to personnel records.

Uploaded by

Aditya Deshpande
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 20

Document Management System

1 INTRODUCTION
Ideally, an ERP System is expected to handle all the data a Company has. On
Successful Implementation and Stabilization of SAP, you are comfortable with the
internal data like Purchase Orders etc. But you might feel that there is a gap exist in
handling the External Documents, in sync with SAP. This Gap is nullified by SAP with
the Module called DMS (Document Management System).

Currently the external docs are maintained either in paper or electronic formats. The
quality and availability of such documents are absolutely vital. The main benefits of
a good document management system are that it:
 provides a central repository
 dramatically reduces the amount of paper documentation
 ensures that everybody uses the latest version of the document
 helps mitigate the risk of error
 provides easy and fast access to relevant documents
 speeds up work processes and saves effort and resource costs
 saves office and store-room space
 searches and tracks documents efficiently and easily
 reduces the cost of postage and office stationery and likewise
benefits the environment through the saving of paper
So The purpose of DMS is to have a central repository of documents relevant to the
core transactions and data in the new system. Access should be made possible with
the minimum of effort and delay.

1.1 Transaction Codes and Navigation

CV01N – Create Document


CV02N – Change Document
CV03N - Display Document
CV04N – Find Document

These are Located as shown, in the Easy Access Screen.


You can also use this buttons to jump from one Transaction Code to Other as
shown here.
From CV01N…

CV04N

CV02N CV03N

From CV02N…

CV04N

CV01N
CV03N

1.2 Adding Transaction Codes to Favorites

Right Click on “Favorites” Select insert folder.


Type “DMS” in the pop-up.

The Folder DMS gets created Under Favorites.


Right Click on the DMS folder and Select “Insert Transaction”
Type CV01N in the pop-up. Click OK.

The Transaction Code Appears under DMS.


Repeat this for Other transaction codes as required.
1 CV01N – CREATE DOCUMENT

 Select Doc type from


Dropdown
 Eg. For HR module
enter HR* in
document description
 Then Press Enter.
 Document Part always
be ‘000’
 Document version
always be ‘00’
 Enter Type
Description
 Press Open
For attaching
the
documents
 “Open File” pop-up
appears.
 Navigate to the folder
where the scanned
file are located.
 Double Click the file to be
attached.
Tip: If you want to change this
text Press ‘Details’ and enter
the Description of the file.

Now Go to
Object
Links
Links are configured
document type wise. Use
Dropdown (F4) for Searching
values. Enter Personnel
Number of employee

Maintain Additional data for


the document which is useful
for searching the document.
The values can be selected
using dropdown
SAVE and wait for
the system to
upload the
documents.
This Might take 2
to 30 Sec
depending on the
file size.

Select storage location as DMS_C1_ST to store the documents


Check this massage.

Now you can delete


the scanned files
from your folder.

 Go to PA20
 Enter Personnel Number
 Enter Infotype 9900 (Documents)
 Click on overview
 Select the entry and display
 Click on display document and we can see the uploaded document
1 CV02N – CHANGE DOCUMENT
Go to the Transaction CV02N

Give the Doc type


Using (Dropdown) F4
search.
Press Enter
Perform the required
changes.

For Search keys

Display – Change – Print – New - Open – Checkin – Details - Delete

2 CV03N – DISPLAY DOCUMENT

Go to the Transaction CV03N

Give the Doc name


Using (Dropdown) F4
search.
Press Enter
For Search keys

Display – Change – Print – New - Open – Checkin – Details - Delete


DOC is Displayed

Display – Change – Print – New - Open – Checkin – Details - Delete

3 CV04N –DOCUMENT WORKLIST (SEARCH DOC)

Go to CV04N
Enter known informations like Doc
type etc in te Tabs
‘Document Data’ / ‘Classification’ /
‘Object Links’

Tip: Use * in the search term id if


you are not sure about the exact
search key. For eg. *432*

Also can give Date from and date


to date

Then “Execute”

A list (called worklist appears)


Select a Doc and Display / Print / Edit as per the
requirement.
If you select print the file will get printed in your PCs
default printer.

If more then one files present in the Document a pop-up like the one below will
appear For Selection of the file.

If you press Display, The Scanned files gets displayed in a Window:


Use Navigation button for Zoom and move tools.

You might also like