3/3/2023
Technical Objects (CS-BD/PM-EQM)
Generated on: 2023-03-03 04:42:36 GMT+0000
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Original content: https://help.sap.com/docs/SAP_S4HANA_ON-PREMISE/e98c7c41bbe8439e90daa5c114a7573b?locale=enUS&state=PRODUCTION&version=2022.001
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3/3/2023
Document Management for Technical Objects
Use
Information about technical objects that are to be maintained can also exist in the form of documents (for example, design
drawings, programs or photographs). Documents are managed, visualized and archived in the document management system
as master records.
As documents are frequently required during the execution of maintenance tasks, you can directly link the document master
records with the master record of the technical object. By using the corresponding application or a view program, almost every
document can be made available at the work centers concerned.
Prerequisites
Your system administrator has made the necessary settings in Customizing for Cross-Application Components under
Document Management System .
Features
You can do the following:
Link master records of technical objects to documents
Display linked documents from master records of the technical objects
You can also display documents that you linked to technical objects (equipment, functional location, assembly) from the
transaction for the maintenance order. The prerequisite for this is that the technical objects are assigned to the maintenance
order as reference objects. For more information, see Document Assignments .
For more information, refer to the SAP documentation CA - Document Management Guide .
Linking Master Records to Documents
Prerequisites
If you have speci ed a reference functional location for a functional location , you should only assign those documents to the
functional location that as a result of their limited validity cannot be linked to the reference functional location.
Procedure
1. Select the master record in the create or change mode.
2. Use the menu bar sequence
Goto
Documents
in any of the master data screens.
3. The dialog box Functional Location: Link to Documents , in which you can select the documents relating to the master
record, is displayed.
4. If you want to link the master record with a document, the number of which you do not know, you can use the system
search function . This is available when you want to link a master record for a technical object to a document in the
create or change mode.
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3/3/2023
5. Select the function Find document .
The screen Find Documents: Selection Criteria is displayed.
6. Enter the selection criteria you require.
7. Choose Execute.
8. The system displays a list of all the documents that correspond to your selection criteria.
9. Select the required documents and choose Continue.
10. You return to the master data screen from which you called up the document management system.
11. Save the changes to the master record.
Displaying Documents
1. Select the master record you require.
2. Use the menu bar sequence
Goto
Documents
in any of the master data screens.
3. The dialog box Link to Documents is displayed.
4. In the dialog box Link to Documents , place your cursor on the line containing the document you require.
5. Select the function Display Originals .
You go to a screen in which the required document is displayed.
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