7/22/2016

TemplatesDocumentManagementProductLifecycleManagementSCNWiki

GettingStarted Newsletters

Welcome,Guest

Login

Register

Store

SearchtheCommunity

Products

Services&Support

AboutSCN

Downloads

Industries

Training&Education

Partnership

DeveloperCenter

LinesofBusiness

UniversityAlliances

Events&Webinars

Innovation

ProductLifecycleManagement / / DMSCustomizing

TemplatesDocumentManagement
CreatedbyGuest,lastmodifiedbyAmareshMakalonDec05,2012

Introduction
DocumentManagementSystemisacrossapplicationcomponentinSAPwhichinteractswithallthemodulesandhasintegrationwithothercomponents.
DocumentManagementSystemhaslinkwiththemasterdatalikematerialmaster&BOM,whichisagainusefulforthereportingpurposeforthematerials,BOMsanddocumentsrespectively.
EngineeringIndustrieswillhavetheMaterial&BillofMaterialasintegralpartoftheirdocumentinputincaseofdrawings,wherethedesignengineerworksonthedetailsofthematerials,BOMsandincludes
theminthedrawing.
Thedesignengineerworkswithmasterdataandcustomerdependentdata.Thisdataincludesbasicdatathatisrelevantforproductionorworkschedulingetc.

DocumentManagementSystemFunctions
Securestoragefordocuments
Checkin/checkoutfunctionality
Abilitytoclassifydocumentsforsearching
Linkingofdocumentstootherobjectsforvisibilityacrossthesystem
IntegrationofMicrosoftOfficeapplicationsforupdatingdocuments
Elaboratesecurityprofilestoprotectaccesstodocuments
Controllingofdocumentsthroughchangemanagementprocess
Useofversionsandrevisions
Textsearch
Automaticconversionofdocumentstoneutralformatforviewingandlongtermstorage
IntegrationofyourCADsystemintoSAPDMSformanagementofdrawingsandmodels

DocumentManagementSystemBenefits
https://wiki.scn.sap.com/wiki/display/PLM/Templates++Document+Management

1/6

7/22/2016

TemplatesDocumentManagementProductLifecycleManagementSCNWiki

Securestorageofdocuments
Easyretrievalofdocuments
Excellentsearchcapabilitiestocutdownontimesearchingfordocuments
Acontrolledenvironmentforupdatestodocuments
Complexsecurityrulestocontrolaccess
Increasedvisibilityofkeydocuments
Onesourceandonesetofrulesformanagingdocuments
Reducedtimeandeffortspentondocumentmanagement
Abilitytomaintaindocumenthistorytomeetlegalrequirements

MaintainingTemplatesinDocumentManagementSystem
Thistopicisaboutthefunctionalityofmaintaining&usingCompanyspecificorDepartmentspecificTemplatesinDocumentManagementSystem.
Byhavingtemplatesinplacewecanutilizethepredefineddocumentsinsteadcreatingrightfromscratch.
Likeotherdocumenttypes"Templates"arealsomaintainedasDocumenttype,forex.Documenttype"TMP"Templates.
ItisnecessarytomaintainanumberrangeforthisDocumenttype"TMP".

InDC10Settings,defineDocumenttype,ifrequireddefineNetworkstatus,ButinmostcasesitisnotreallyrequiredastheseTemplatesaremaintainedbyaCentralTeamwhoisAuthorizetocreate,
modify&deleteetc.

https://wiki.scn.sap.com/wiki/display/PLM/Templates++Document+Management

2/6

7/22/2016

TemplatesDocumentManagementProductLifecycleManagementSCNWiki

OncethesesettingsaredoneusingCV01N,createdocumentsunderdocumenttypecategory"TMP"andattachindividualattachments(Company/DepartmentspecificTemplates)inthesedocuments.
Systemwillgeneratedocumentnumbersforthesedocumentsaccordingthenumberrangeassignedfor"TMP"documenttype.
AgaininDC30Settingsi.e.DefineWorkstationApplication,TemplatesneedtobedefinedforindividualWorkstationapplicationi.e.forWord,Exceletc.

DefineWorkstationApplication,Definetemplatesfororiginalfiles,
https://wiki.scn.sap.com/wiki/display/PLM/Templates++Document+Management

3/6

7/22/2016

TemplatesDocumentManagementProductLifecycleManagementSCNWiki

Definethefollowingdetails:
"Documenttype"DocumenttypeforwhichTemplateisgettinglinked
"Application"WorkstationApplicationtowhichTemplatewillbelinked
"Language"ENEnglish
"No"sequenceoftheTemplatefortherespectivedocumenttype
Note:AnynumberofTemplatescanbelinkedtoaspecificdocumenttype
"Description"TitlefortheTemplate
EithertheAttachmentcanuploadassourcefile.Forbettercontrolitcanbedefinedasseparatedocumenttype"TMP"
NowtheDocumentcreatedunderdocumenttypecategoryTMPcanbegivenas"SourceDocument".

DC10&DC30aretheconfigurationsettingsrequiredtomaintaintemplates.
UsingTemplates
Whenadocumentisincreationmodei.e.CV01N,forattachingoriginalfile
Selecttheicon"CreateOriginalTab"
ATabwillopenforattachingtheOriginal,iftheApplicationcanbedefaultedinDC10settings,ifthatrespectivedocumenttypeusesonlyoneworkstationapplication.Otherwiseselecttheapplicationfrom
thedropdownmenuex."WRD"MSword
Againonthesamescreen,selectTab"createwithTemplate".Systemwillgivethelistoftemplatesfromwhichrequiredtemplatecanbeselected.

https://wiki.scn.sap.com/wiki/display/PLM/Templates++Document+Management

4/6

7/22/2016

TemplatesDocumentManagementProductLifecycleManagementSCNWiki

DoubleclickontherequiredTemplate

https://wiki.scn.sap.com/wiki/display/PLM/Templates++Document+Management

5/6

7/22/2016

TemplatesDocumentManagementProductLifecycleManagementSCNWiki

EntriescanbedoneintheTemplateandsavethedocument.
Templatesareusedforstandardizationanduniformity.Byusingtemplatestimeconsumptionforcreationofdocumentswillreduceasmostofthedetailsaremaintainedinthemastertemplateandthesame
canbeutilizebyusingthetemplatewhencreatingdocuments.

dms_cus
ContactUs
Privacy

SAPHelpPortal
TermsofUse

LegalDisclosure

https://wiki.scn.sap.com/wiki/display/PLM/Templates++Document+Management

Copyright

template

original

FollowSCN

6/6