The figure below shows the initial screen for maintaining a document info record. To create a new document info record, use Transaction CV01N, or follow the menu path Logistics > Central Functions > Document Management System > Document > Create. Let’s now create a new document info record. Together, these four elements make up a document key, for example: 1000050/DRW/000/00. Document KeyĪ document key consists of four elements: Some examples of user-defined document statuses include In Process, Under Review, Released, Locked, and Archived. Document StatusesĪll major activities and even controls in a document info record are undertaken and managed based on document statuses. It’s possible to maintain control functions for creating a new document info record version. A document info record can have up to 99 versions. This number is particularly important for keeping the document current in situations where modifications may have been made to specifications, engineering drawings, and so on. Document VersionĪ document version describes the version number of a document info record. A document info record can have up to 999 parts. As an example, an individual design or an engineering drawing of a product may have several complex parts, making it practical to divide them into document parts.
For example, a large specification document has relevant information for many materials the specification can be divided into separate parts for each material. This separation may be required if the original document is large and can be divided into relevant sections. Document PartĪ document part is defined as part of a document info record that is maintained as a separate document. When creating, changing, or displaying a new document info record, it’s mandatory to enter the relevant document type. These two document types facilitate the procurement function of an imports department in an organization. Similarly, document type ZBL stores all bill of lading–related documents, again for the import procurement process. An example of a document type is ZLC, which stores all documents related to letters of credit in the import procurement process. The document type controls the major functions. Document TypesĪ document type is three alphanumeric characters with number ranges (internal or external) that act as a distinguishing feature of the business process.
#SAP DOCUMENT INFO RECORD HOW TO#
It will also explain how to create a new document info record using document type LC1, including some of the tabs of a document info record, such as the Basic Data tab and Long Text tab.īefore delving into document info record creation in the SAP S/4HANA system, let’s first gain an understanding of the key concepts and terminologies that we’ll use. The following sections will discuss the key terminologies of a document info record. In the SAP system, DMS uses a document info record to link the document to an SAP object, such as a material master or equipment. The storage location of an original is also maintained in the document info record.ĭocument info records contain all the information as well as the control functions and features.
#SAP DOCUMENT INFO RECORD PDF#
An original can be a Microsoft Word or Microsoft Excel file, a PDF document, a design drawing in 2D or 3D format, a website, or even a text file.
An original is the actual file information retained in the document info record. It manages the originals and controls workflows. A document info record is the master record in the SAP S/4HANA system. Documents created in Document Management System (DMS) are referred to as document info records.
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