I am running ECC5.00.
If using the document management system (DMS), is there any way to configure DMS such that a user can attach a document (e.g. a PDF file) to the requisition in CREATE mode, i.e. during ME51N? Is there anyway to configure the DMS system such that the attachment is required prior to saving the requisition?
Thanks for the response.
EBAN is the SAP table where purchase requisitions are stored, so I assume the answer is yes to your question.
How is this configured - can you provide any insight - IMG paths or transactions?
Someone else told me that you can only attach in change mode (Me52n) and cannot attach in Me51n (create mode). I assume that is incorrect then?
Yes. It is possible through Object Linking from DMS. You need to follow the below stated steps to achive Object linking.
->CA Components->Document Management ->Control Data--->Define Document Types.
2.Select the desired Document type which you need to make it available in your Purchase requisition. for ex: Contracts e.t.c.
& Click on "Define Object Links" from the left hand Panel.
3.Goto New Entries and Object as EBAN & Screen No as 247 & Save the entries.
4.Now go to DMS & Upload your documents.
5. To access Documents at Purchase Requisition Level first you need to maintain the Item level Details. Then Select an item and Click on the Icon "DOCUMENTS" just above the Item level. you can access only those document types which have been defined through Object linking.
S. Dayananda Murthy
Dear S. Dayananda Murthy,
Thank you so much for your detailed response. I tested it out and it works.
However, I have another question. In your instructions below, step 4 says to store the business document. This is working, however, the requirement here is to be able to store and attach the document while creating the purchase requisition in one step. The below process works, but requires the user to first create and attach the document in CV01N, then create the purchase requisition in ME51n, and then attach the document before saving in ME51n.
There is a button at the top left of the ME51n screen called Services for objects, and has an option Create - Store business document, however this is greyed out in ME51N and only available in ME52N/ME53N (change and display). Is there anyway to use this functionality to store and attach the document while creating the purchase requisition in ME51n? If so, does this use the same configurations as the process you described in your last post?
In order to create both purchase requisition and attach the document in a single go you will have to use some custom development and BADI's. We have already implemented the same scenario using adobe forms as front end for Purchase requisition creation and provided an option at the bottom to attach the document, once you click submit the purchase requisition is created and also the document DIR is created and the document is uploaded automatically. We also have a approval process life cycle for the document in tandem with the Purchase requisition approval process.
Someone mentioned that I should implement Easy DMS for my scenario as it will allow a user to load a document through a windows explorer like GUI and automatically run the transaction CV01N in the background, therefore avoiding the need to manually run CV01N.
Any thoughts around this? I assume this is all standard, and no ABAP required?
Yes,quite feasible, as EasyDMS is equipped with standard features like 'Drag and Drop' to create,move or copy files.However,you need to key in the basic meta data.However,if you wish to bypass even this activity i.e,you wish to have default document data,then you need to implement the Z_EASYDMS_GETDOCDEFAULTS function module.
Thanks Pradeepkumar Haragoldavar!
One more question: When using the EasyDMS drag and drop functionality, how much meta data (e.g. is it 5 fields per document? more? less?) is required to be entered by the user? Also, what are these fields, things like "document description", etc?