Post on 11-Aug-2019
SAP S/4HANA
November 2017
English
Attachment Service(J98)
SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Copyright© 2017 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE. The information contained herein may be changed without prior notice.
Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP SE and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Revision Change Date Description
0
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Icons
Icon Meaning
Caution
Example
Note or Tip
Recommendation
Syntax
Typographic Conventions
Type Style Description
Example text
Words or characters that appear on the screen. These include field names, screen titles, buttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text
Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT
Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text
Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text
Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text>
Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Content1 Purpose............................................................................................................................. 6
2 Preparation........................................................................................................................ 6
2.1 Prerequisites............................................................................................................6
2.2 Supported Deployments..........................................................................................6
3 Configuration.....................................................................................................................6
3.1 Attachment Service.................................................................................................6
3.1.1 Settings for Document Management...................................................................6
4 Manual Build Steps..........................................................................................................26
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Attachment Service: Configuration Guide
1 PurposeThe purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.
If you want to install SAP S/4HANA locally (on-premise) and if you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, you can set up a best-practice client and activate the implementation content. For more information, see the Administration Guide for the Implementation of SAP S/4HANA, on premise edition which is linked in the content library (included in the documentation package).
2 Preparation
2.1 PrerequisitesBefore you start installing this scenario, you must install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix.
2.2 Supported DeploymentsThe configuration guide provides the implementation content for the different SAP S/4HANA products:
SAP S/4HANA Cloud – (CE) minimal scope and content
SAP S/4HANA – (OP) installed locally (on-premise), full scope and content coverage
Depending on the use case/deployment option/ S/4HANA product version, you need to implement the required scope/content starting with the Public cloud chapter and proceed with the next required sections.
For the full scope of the on-premise scope & content – PC and OP are required
For the SAP S/4HANA Cloud scope & content – CE is required; OP is not required
3 Configuration
3.1 Attachment Service3.1.1 Settings for Document Management
3.1.1.1Define Number Ranges for Document Numbers
UseIn this activity, you define the number ranges for document numbers and the type of number assignment.You have the following options:
Internal number assignment
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
External number assignment
More hints If you maintain several number ranges for document management, then the number
ranges must not overlap.
Do not change the number range status of internal number range intervals.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components → Document Management → Control Data → Define Number Ranges for Document Numbers
Transaction Code
SPRO
2. On the Edit Intervals: Document, Object DOKUMENT screen, choose Intervals.
3. On the screen that displays, enter the following values:
No From No. To Number Ext
01 00000000000000000001 00000000000000999999 x
02 00000000010000000000 00009999999999999999
03 00010000000000000000 99999999999999999999
04 00000000000001000000 00000000009999999999 x
4. Save your settings and choose the Back (F3) icon to return to the previous screen.
5. Choose the Back (F3) icon again to exit the transaction.
ResultThe number ranges for document numbers are defined for the Attachment Service.
3.1.1.2Defining Document Types
UseIn this activity, you define the document types SL1 for Simplified Logistics, SF1 for Simplified Financial, SC1 for Simplified CRM and SO1 for Simplified Other. These document types are needed for the Attachment Service.
PrerequisitesA number range is defined.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components → Document Management → Control Data → Define Document Types
Transaction Code
SPRO
2. On the Change View “Define document types”: Overview screen, choose New Entries.
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
3. On the New Entries: Details of Added Entries screen, enter the following values:
Field Name Description User Action and Values Comment
Document Type SL1
Doc. Type Desc.
Simplified Logistics
Use KPro x
Version Assgmt x
Change Docs x
Use DS Package x
Number Assgmt 1
Internal Number Range 02 Choose Number Ranges to
define your own number ranges.
Number Exit MCDOKZNR Choose Default to generate this entry.
Vers. No. Incr. 1 Enter 1 if you want versions to start with "00" instead of "01"
User ‘*’
Authorization Group -
Lab/Office -
4. Save your settings and choose the Back (F3) icon to return to the Change View “Define document types”: Overview screen.
5. On the Change View “Define document types”: Overview screen, select the document type SL1 and double-click the Define document status folder.
6. On the Change View "Define document status": Overview screen, choose New Entries.
7. Add the new entries as follows:
Field Name Description User Action and Values Comment
Document Status AA Choose Enter.
Status type P Primary Status
8. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values
Comment
Document Status
IA Choose Enter.
Prev. 1 Previous document status 1
AA
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
9. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values
Comment
Document Status
FR Choose Enter.
Status type S Locked Status
Prev. 1 Previous document status 1
IA
10. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values
Comment
Document Status
AR Choose Enter.
Status type A Archive Status
Prev. 1 Previous document status 1
FR
11. Save your settings and return to the Change View "Define document status": Overview screen (you may need to choose the Back (F3) icon twice).
12. On the Change View “Maintain object link descriptions”: Overview screen, choose New Entries and add the new entries as follows:
Lang. Object Object Description
EN DRAW Document Info Record
EN SRF_REPRUN Adv. Compliance Rep.
EN EKKO Purchasing Document
EN EKKO_QTN Supplier Quotation
EN EKKO_RFQ Req. for Quotation
EN /CPD/EP Engagement Project
EN /CPD/PFP Work Package
EN EKPO Purchase Order Item
13. Save your settings and return to the “Maintain object link descriptions”: Overview screen (you may need to choose the Back (F3) icon twice).
14. Return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The status network for the document type SL1 is created.
15. Select document type SL1, choose Edit in the menu bar and then choose the Copy As… (F6) icon, and then add the new entries as follows:
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Field Name Description User Action and Values Comment
Document Type
SC1 Overwrite existing value
Doc. Type Desc.
Simplified CRM Overwrite existing value
16. Press Enter. Confirm the dialog box, which states: dependent entries copied.
17. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The document type SC1 and the status network for the document type SC1 as copied from document type SL1 is created.
18. Select document type SL1, choose Edit in the menu bar and then choose the Copy As… (F6) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type
SFI Overwrite existing value
Doc. Type Desc.
Simplified Financial Overwrite existing value
19. Press Enter. Confirm the dialog box, which states: dependent entries copied.
20. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The document type SF1 and the status network for the document type SF1 as copied from document type SL1 is created.
21. Select document type SL1, choose Edit in the menu bar and then choose the Copy As… (F6) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type
SO1 Overwrite existing value
Doc. Type Desc.
Simplified Other Overwrite existing value
22. Press Enter. Confirm the dialog box, which states: dependent entries copied.
23. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The document type SO1 and the status network for the document type SO1 as copied from document type SL1 is created.
24. Select document type SL1, choose Edit in the menu bar and then choose the Copy As… (F6) icon and add the new entries as follows:
Field Name Description User Action and Values
Comment
Document Type AUT Overwrite existing value
Doc. Type Desc.
Unit Testing Overwrite existing value
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Field Name Description User Action and Values
Comment
Number Assgmnt
‘‘ Blank Value->Internal or external number assignment
External Number Range
01
25. Press Enter. Confirm the dialog box, which states: dependent entries copied.
26. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The document type AUT and the status network for the document type AUT as copied from document type SL1 is created.
27. Select document type SL1, choose Edit in the menu bar and choose the Copy As… (F6) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type
SRF Overwrite existing value
Doc. Type Desc.
Simplify Stat.Report Overwrite existing value
28. Press Enter. Confirm the dialog box, which states: dependent entries copied.
29. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The document type SRF and the status network for the document type SRF as copied from document type SL1 is created.
30. On the Change View “Define document types”: Overview screen, select the document type SL1, and double-click the Define object links folder.
31. Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type SL1
Object EKKO Choose Enter.
Screen no. 100
32. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The two possible object links for document type SL1 are set up.
33. On the Change View “Define document types”: Overview screen, select the document type SO1, and double-click the Define object links folder.
34. Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type SO1
Object /CPD/PFP Choose Enter.
Screen no. 201
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Field Name Description User Action and Values Comment
AdditionalObject /CPD/PFP
Field Name Description User Action and Values Comment
Document Type SO1
Object /CPD/EP Choose Enter.
Screen no. 100
AdditionalObject /CPD/EP
35. On the Change View “Define document types”: Overview screen, select the document type AUT, and double-click the Define object links folder.
36. Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type AUT
Object DRAW Choose Enter.
Screen no. 202
37. On the Change View “Define document types”: Overview screen, select the document type SRF, and double-click the Define object links folder.
38. Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type SRF
Object SRF_REPRUN Choose Enter.
Screen no. 201
39. On the Change View “Define document types”: Overview screen, select the document type SRF, and double-click the Define object links folder.
40. Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type SL1
Object EKPO Choose Enter.
Screen no. 248
41. Save your settings and return to the Change View “Define document types”: Overview screen.
42. Navigate to the Change View “Define document status descriptions”: Overview screen.
43. Maintain the following abbreviations and status texts:
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Language Doc.St. Abbrev. Status Text
DE IA IA in Arbeit
DE IE IE in Erstellung
DE LA AL Archiv. läuft
DE MU M1 testtest
DE OA AE ArchDat ergänzt
DE PR PR geprüft
DE SP SP gesperrt
DE T1 T1 Teststatus 1
DE T2 T2 Teststatus 2
DE TG TG teilgenehmigt
DE W1 AA Arbeitsanfang
DE W2 IA In Arbeit
DE W3 SF System Fehler
DE W4 UB Unbekannt
DE W5 FE Fehlerhaft
DE W6 FT Fertig
DE W7 FR Freigegeben
DE W8 RA Rohberichtsanf.
DE W9 NN Nicht notwendig
DE WA GB Generierbar
DE WB GF Gen. fehlerhaft
DE WC GE Gen. erfolgreich
DE WD HI Historisch
DE WE GW Gen. mit Warnung
DE WF IB In Bearb. auf WS
DE WG ZP Zur Prüfung
DE WX F1 Freigabe 1
DE ZG ZG zurückgewiesen
DE {0 AA Angelegt
DE {1 FR Freigegeben
DE {2 IA In Arbeit
DE {3 GB Gebündelt
DE {4 AU Generiert
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Language Doc.St. Abbrev. Status Text
DE {5 VP Verpackt
DE {6 WA Versendet - AB
DE {7 WE Versendet - EB
DE {8 FT Fertig
DE {9 HI Historisch
DE {A AG Abgelehnt
DE {B FE Fehlerhaft
DE {C US Ungesichert
DE {D IV Im Versand
DE {E FV Fehler im Vers.
EN AA WR Work Request
EN AE CR Change Request
EN AL CT Create
EN AP IR Inspection Req.
EN AR AR Archived
EN CI HC Head.Rec.Created
EN FR RE Released
EN GE BA Batch Rec. Appr.
EN GV AR Batch Rec. Arch.
EN H1 H1 Generated
EN H2 H2 In Release
EN H3 H3 Released
EN H4 H4 Obsolete
EN H5 H5 Canceled
EN IA IW In Work
EN IE PR In Preparation
EN LA AL Arch. Is Running
EN MU M1 Test
EN OA AF Arch. Files Add.
EN PR CD Checked
EN SP LK Locked
EN T1 T1 Test Status 1
EN T2 T2 Test Status 2
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Language Doc.St. Abbrev. Status Text
EN TG PA Part. Approved
EN W1 SW Start of Work
EN W2 IW In Work
EN W3 SE System Error
EN W4 UN Unknown
EN W5 ER Errors
EN W6 CO Completed
EN W7 RE Released
EN W8 RR Report Request
EN W9 NN Not Necessary
EN WA GP Generation Poss.
EN WB GF Gen. Failed
EN WC GS Gen. Successful
EN WD HI Historical
EN WE GW Gen. w/ Warning
EN WF IP In Process on WS
EN WG FC For Checking
EN WX R1 Release 1
EN ZG RJ Rejected
EN {0 CR Created
EN {1 RE Released
EN {2 IW In Work
EN {3 BU Bundled
EN {4 GE Generated
EN {5 PA Packaged
EN {6 WC Sent - OC
EN {7 WA Sent - AC
EN {8 CO Completed
EN {9 HI Historical
EN {A RJ Rejected
EN {B ER Errors Found
EN {C NS Not Saved
EN {D SH Being Shipped
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Language Doc.St. Abbrev. Status Text
EN {E SE Shipping Error
44. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). The status abbreviations and status texts are set up.
ResultThe document types used for the Attachment Service (SL1, SC1, SF1 and SO1) are defined, and a basic status network and object links are set up.
3.1.1.3Defining Data Carrier
UseIn this activity, you define the data carrier type PC.
Procedure1. Access the next activity using the following navigation options:
IMG Menu Cross-Application Components Document Management General Data Define Data Carrier
Transaction Code
SPRO
2. Press Enter to confirm the information message Caution: The table is cross-client.
3. On the Change View “Define data carrier type “archive””: Overview screen, double-click the folder Define data carrier type “server, front end” and choose New Entries.
4. Make the following entries:
Field Name Description User Action and Values Comment
Type Data carrier type PC
Online x
5. Select your entry with data carrier type PC and double-click the folder Identify frontend computers in the dialog structure. Choose the default values to create a new entry with the following values:
Field Name Description User Action and Values Comment
FrontendComputer Default
Data carr.type Data carrier type PC
Netw. address DEFAULT
Description Default for local PC
6. Save your entries.
ResultThe data carrier for the Attachment Service is defined.
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
3.1.1.4Defining Workstation Application
UseIn this activity, you define the settings for workstation applications.
Procedure1. Access the activity using the following navigation options:
IMG Menu Cross-Application Components Document Management General Data Define Workstation Application
Transaction Code
SPRO
2. On the Change View “Define workstation application”: Overview screen, choose New Entries.
3. Make the following entries:
Field Name User Action and Values Comment
WS application BMP
Description Graphic file
File format *.bmp
MIME type image/bmp
Start Authorization X
Content Version X
4. Save your entries and go back to the Change View “Define workstation application”: Overview screen.
5. Make the following entries:
Appl (Workstation application)
Description
File format
MIME type StartAuth
Data Check Off
Content Version
BIN Any kind of binary data
*.* application/octect-stream
X X
CSV CSV file *.csv text/csv X
DO1 MS Word *.docx
application/vnd.openxmlformats-officedocument.wordprocessingml.document
X X
DOC MS Word *.doc application/msword X X
GIF Graphic file
*.gif image/gif X X
HTM Html *.htm text/html X
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
file l
JP1 Graphic file
*.JPG image/pjpeg X X
JPG Graphic file
*.JPG image/jpeg X X
MP1 MS Project
*.mpp application/msproj X X
MP2 MS Project
*.mpp application/msproject X X
MP3 MS Project
*.mpp application/x-msproject X X
MP4 Video files
*.mp4 video/mp4 X X
MP5 MS Project
*.mpp application/x-dos_ms_project
X X
MP6 MS Project
*.mpp application/mpp X X
MPP MS Project
*.mpp application/vnd.ms-project
X X
MSG Message file
*.msg message/rfc822 X X
PDF Acrobat Reader
*.pdf application/pdf X X
PNG Graphic file
*.png image/png X X
PP1 MS POWERPOINT
*.PPTX
application/vnd.openxmlformats-officedocument.presentationml.presentation
X X
PPT MS POWERPOINT
*.PPT application/vnd.ms-powerpoint
X X
RT1 rich text file
*.rtf application/msword X X
RTF rich text file
*.rtf text/rtf X X
TIF Graphic file
*.tif image/tiff X X
TXT Text *.txt text/plain X X
XL1 Microsof *.xls application/ X X
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
t EXCEL x vnd.openxmlformats-officedocument.spreadsheetml.sheet
XLS Microsoft EXCEL
*.xls application/vnd.ms-excel X X
XM1 XML File *.xml text/xml X X
XML XML *.xml application/xml X X
URL Uniform resource location
*.* Text/url X X X
XBR XBRL - eXtensible Business Reporting Language
.xbrl application/xml X X
JSO JSON file
*.json
application/json X X
6. Save your entries. 7. Define Workstation Application Network for each of the above MIME types
Data Carrier Type
Appl (workstation Application)
AT (Application Type)
Application Path (Program Name)
Path
BINCSV
DO1 PC DO1 1 %AUTO%
DO1 PC DO1 2 %AUTO%
DOC PC DO1 1 %AUTO%
DOC PC DO1 2 %AUTO%
GIF PC GIF 1 %AUTO%
GIF PC GIF 2 %AUTO%
HTM
JP1 PC JP1 1 %AUTO%
JP1 PC JP1 2 %AUTO%
JPG PC JPG 1 %AUTO%
JPG PC JPG 2 %AUTO%
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
MP1 PC MP1 1 %AUTO%
MP1 PC MP1 2 %AUTO%
MP2 PC MP2 1 %AUTO%
MP2 PC MP2 2 %AUTO%
MP3 PC MP3 1 %AUTO%
MP3 PC MP3 2 %AUTO%
MP4 PC MP4 1 %AUTO%
MP4 PC MP4 2 %AUTO%
MP5 PC MP5 1 %AUTO%
MP5 PC MP5 2 %AUTO%
MP6 PC MP6 1 %AUTO%
MP6 PC MP6 2 %AUTO%
MPP PC MPP 1 %AUTO%
MPP PC MPP 2 %AUTO%
MSG PC MPP 1 %AUTO%
MSG PC MPP 2 %AUTO%
PDF PC PDF 1 %AUTO%
PDF PC PDF 2 %AUTO%
PNG PC PNG 1 %AUTO%
PNG PC PNG 2 %AUTO%
PP1 PC PP1 1 %AUTO%
PP1 PC PP1 2 %AUTO%
PPT PC PPT 1 %AUTO%
PPT PC PPT 2 %AUTO%
RT1 PC RT1 1 %AUTO%
RT1 PC RT1 2 %AUTO%
RTF PC RTF 1 %AUTO%
RTF PC RTF 2 %AUTO%
TIF PC TIF 1 %AUTO%
TIF PC TIF 2 %AUTO%
TXT PC TXT 1 %AUTO%
TXT PC TXT 2 %AUTO%
XL1 PC XL1 1 %AUTO%
XL1 PC XL1 2 %AUTO%
XLS PC XLS 1 %AUTO%
XLS PC XLS 2 %AUTO%
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
XM1 PC XM1 1 %AUTO%
XM1 PC XM1 2 %AUTO%
XML PC XML 1 %AUTO%
XML PC XML 2 %AUTO%
URL
XBR
JSO
8. Save entries.
ResultThe settings for workstation applications for the Attachment Service are defined.
3.1.1.5Defining Document Types - YBOUseIn this activity, you define the document type YBO for the Office documents.
PrerequisitesA number range has been defined.
Recommendation:
SAP Document Management stores the document info records (metadata) inside the SAP system. The document info records contain links to the original files. These originals should be stored on a SAP Content Server (a separate server).
If an SAP Content Server is not available, the storage category DMS_C1_ST can be used. Using this category will save the originals in the SAP database. This is useful for testing but not recommended for a production environment.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components → Document Management System → Control Data → Define Document Types
Transaction Code
SPRO
2. On the Change View “Define document types”: Overview screen, choose New entries.
3. On the New Entries: Details of Added Entries screen, enter the following values:
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Field Name Description User Action and Values Comment
Document Type YBO
Doc. Type Desc.Office-Documents
Use KPro<Select by ticking>
Version Assgmt x
Change Docs x Optional
Internal Number Range
02 Choose Number Ranges to define your own number ranges.
External Number Range
01
Number Exit MCDOKZNR Choose Default to generate this entry.
Vers. No. Incr. 2 Choose "1" if you want versions to start with "00" instead of "01"
Hierarchy Indicator
-
Document Status
+
Document Desc. +
User ‘*’
Authorization Group
-This field control setting will hide Lab/Office field in manage Document App.
Lab/Office -This field control setting will hide Lab/Office field in manage Document App.
Change Number . Allows optional entry of change number.
CAD Indicator -
Superior Document
-
WS Application 2 -
CM Relevance -
4. Save your settings.
5. Choose the Back (F3) icon.
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
6. On the Change View “Define document types”: Overview screen, select the document type YBO and in the Dialog Structure pane, double-click Define document status.
7. On the Change View "Define document status": Overview screen, choose New Entries.
8. Make the following entries:
Field Name Description User Action and Values Comment
Document Status FR Choose Enter.
Object Check x
Complete for ECM x
Release Flag x
Check-In Required x
Check inStatus type S Locked Status
9. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Status IA Choose Enter.
Object Check x
Check inStatus type I Initial Status
10. Save your settings and return to the Change View "Define document status": Overview screen (you may need to choose the Back (F3) icon twice).
11. Choose the Select All (F7) icon to select both new statuses.
12. Choose the Details (Ctrl-Shift-F2) icon to change the statuses.
13. For document status FR, enter IA into the field Prev. 1, and then choose the Next Entry (F8) icon.
14. For document Status IA, enter FR into the field Prev. 1.
This will allow you to switch back from status FR (released) to status IA (in work). You may omit this step if you prefer to not allow changes to released documents. In that case, users will have to create a new version whenever they need to make changes to a document that has already been released.
15. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). You have created the status network for the document type.
16. On the Change View “Define document types”: Overview screen, select the document type YBO, and double-click the folder Define object links.
17. Choose New Entries and add the new entries as follows:
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Field Name Description User Action and Values Comment
Document Type YBO
Object MARA Choose Enter.
When New Version 1
Create Document 2
Document Version 1
18. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type YBO
Object EQUI Choose Enter.
When New Version 1
Create Document 2
Document Version 1
19. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type YBO
Object EKPO Choose Enter.
When New Version 1
Create Document 2
Document Version 1
20. Choose the Next Entry (F8) icon and add the new entries as follows:
Field name Description User action and values Comment
Document Type YBO
Object PRPS Choose Enter.
When New Version 1
Create Document 2
Document Version 1
21. Choose the Next Entry (F8) icon and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type YBO
Object VBAP Choose Enter.
When New Version 1
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Field Name Description User Action and Values Comment
Create Document 2
Document Version 1
22. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice). You have set up four possible object links for document type YBO.
23. Save your settings and leave the transaction (you will need to choose the Back (F3) icon several times). You have created object links to Material Master, Equipment Master, Purchase Order Item and WBS element.
ResultThe document type used (YBO = Office Documents) has been defined, a basic status network and some object links have been set up.
3.1.1.6Defining Document Types – Enhance SL1 for PRUseIn this activity, you enhance the document type SL1 for purchase requisition.
Procedure1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components → Document Management System → Control Data → Define Document Types
Transaction Code
SPRO
2. On the Change View “Define document types”: Overview screen, double-click the folder Maintain objects link descriptions.
3. On the Change View “Maintain object link descriptions”: Overview screen, choose New Entries and add the new entries as follows:
Lang. Object Object Description
EN EBAN Purchase Req. Item
4. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice).
5. On the Change View “Define document types”: Overview screen, select the document type SL1, and double-click the Define object links folder.
6. Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type SL1
Object EBAN
Screen no. 247
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
7. Save your settings.
ResultThe document type SL1 is enhanced for the purchase requisition.
3.1.1.7Defining Document Types – Enhance SO1 for SEUseIn this activity, you enhance the document type SO1 for supplier evaluation.
Procedure Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components → Document Management System → Control Data → Define Document Types
Transaction Code
SPRO
On the Change View “Define document types”: Overview screen, double-click the Maintain objects link descriptions folder.
On the Change View “Maintain object link descriptions”: Overview screen, choose New Entries and add the new entries as follows:
Lang. Object Object Description
EN SLCSRS_QST SupplierEvalResponse
Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice).
On the Change View “Define document types”: Overview screen, select the document type SO1, and double-click the Define object links folder.
Choose New Entries and add the new entries as follows:
Field Name Description User Action and Values Comment
Document Type SO1
Object SLCSRS_QST
Screen no. 201
Save your settings.
ResultThe document type SO1 was enhanced for supplier evaluation.
3.1.1.8Defining Document Types – Enhance SL1 for RFQUseIn this activity, you enhance the document type SL1 for Ariba Sourcing.
Procedure
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
1. Access the activity using one of the following navigation options:
IMG Menu Cross-Application Components → Document Management System → Control Data → Define Document Types
Transaction Code
SPRO
2. On the Change View “Define document types”: Overview screen, double-click the Maintain objects link descriptions folder.
3. On the Change View “Maintain object link descriptions”: Overview screen, choose New Entries and add the new entries as follows:
Lang. Object Object Description
EN EKKO_RFQ
EN EKKO_QTN
4. Save your settings and return to the Change View “Define document types”: Overview screen (you may need to choose the Back (F3) icon twice).
5. On the Change View “Define document types”: Overview screen, select the document type SL1, double-click the Define object links folder.
6. Choose New Entries and add the new entries as follows:
Document Type Object Screen no. Comment
SL1 EKKO_RFQ 100
SL1 EKKO_QTN 100
7. Save your settings.
ResultThe document type SL1 is enhanced for Ariba Sourcing.
4 Manual Build StepsSome settings cannot automatically be transported between systems or clients. In these cases, you either transport the settings manually, if possible, or make the settings in the target system or client.
The following table lists the configuration activities where automatic transport is not possible. Refer to the details and sequence in the sections above.
© SAP SE Public
SAP Best Practices Attachment Service (J98): Configuration Guide
Configuration activity
Manual transport possible
Manual action in target system / client required
Remarks
3.1.1.1 Define Number Ranges for Document Numbers
No No See detailed instructions regarding manual transport given in chapter 3.1.1.1 Define Number Ranges for Document Numbers
We recommend that you plan especially for doing these manual build steps and rehearse the sequence in advance, if possible well before cut over.
© SAP SE Public