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Former Member
June 16, 2016 4 minute read

Document Management System

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Hi,

Hope this document on DMS (Document Management System) helps you with some insight on how to set up basic
configuration to run business.

More emphasis has been given to its usage in Production Planning & Process Industries, its incorporation with
Classic PI-Sheet & Execution Steps – XSteps

I’ve tried to keep it simple, if you have any further queries don’t hesitate to revert back.

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Cheers !!

DJ

Overview

Document Management System can integrate with all SAP ERP system components
Increasing complexity of products has led to increasingly complex development tools, such as computer-aided
design (CAD) systems & even more advanced production processes, such as computer-aided manufacturing
(CAM) systems. CAD & CAM tools are being used to optimize production times & quality.
As this process becomes more complex, the systems for managing the technical documents involved need to
be more sophisticated. The many different procedures for describing products (e.g. design drawings,
photographs) mean that there is a huge increase in digitally stored data.
Quality & availability of documentation has now become increasingly important. Document Management
System (DMS) in the SAP System offers the following advantages:

1. If you link DMS to computerized development & production relevant systems, you avoid data redundancy,
maintain consistency of data & minimize the workload involved in entering & updating the data.
2. In order to use large databases, there is a need to exchange data quickly & securely. Data can be directly
accessed by using electronic search tools, or by making use of known parameters. By reducing access time &
the workload involved in routine tasks, cost can be reduced significantly.

De ne Storage System

This is used as storage for original application files & assigned additional files
Maintain Storage System – SPRO → SAP Customizing Implementation Guide → Cross-Application Components
→ Document Management → General Data → Settings for Storage Systems → Maintain Storage System
(Transaction OAC0)

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De ne Storage Category

This is used to set up one or more logical views (storage categories) for content repository (storage system)
Original application files & assigned additional files are stored in a more structured way by using several
views
Maintain Storage Category – SPRO → SAP Customizing Implementation Guide → Cross-Application
Components → Document Management → General Data → Settings for Storage Systems → Maintain Storage
Category (Transaction OACT)

De ne Data Carrier

Define Data Carrier – SPRO → SAP Customizing Implementation Guide → Cross-Application Components →
Document Management → General Data → Define Data Carrier

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De ne Workstation Application

Define Workstation Application – SPRO → SAP Customizing Implementation Guide → Cross-Application

Components → Document Management → General Data → Define Workstation Application

De ne Pro le

Define Profile – SPRO → SAP Customizing Implementation Guide → Cross-Application Components →

Document Management → General Data → Define Profile

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In this step profile is defined that combine default values & settings for processing original application files

De ne Number Ranges

Define Number Ranges – SPRO → SAP Customizing Implementation Guide → Cross-Application Components →
Document Management → Control Data → Define Number Ranges for Document Numbers (Transaction OD00)

Before proceeding further make sure to have relevant CLASS & Characteristic, Class can be defined via
transaction CL01 (Class Type – 017); Characteristics are defined via transaction CT04
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De ne Document Type

Define Document Type – SPRO → SAP Customizing Implementation Guide → Cross-Application Components →
Document Management → Control Data → Define Document Type

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De ne Document Status

Define Document Status – SPRO → SAP Customizing Implementation Guide → Cross-Application Components →
Document Management → Control Data → Define Document Type → (Select Document Type)  → Define Document
Status

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De ne Object Link

Define Object Link – SPRO → SAP Customizing Implementation Guide → Cross-Application Components → Document
Management → Control Data → Define Document Type → (Select Document Type)  → Define Object Links

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Alert Moderator

Assigned tags

SAP TechEd | dms | pharma supply chain | pharmacetical | pi-sheet |

Now that basic configuration has been set for Document Management System, following link details on how to
View more...
set/create Document

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https://blogs.sap.com/2016/06/16/document-management-system/ 9/10
3/22/2019 Document Management System | SAP Blogs

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