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DMS Integration for Classic PI-Sheet

This document provides steps for integrating a document management system (DMS) with SAP's classic process instruction (PI) sheets and execution steps (XSteps). The key steps include: 1) defining a process instruction category for the DMS using function module COPF_DOCUMENT_SHOW_DIRECT; 2) configuring the category using transaction O12C; 3) linking documents to master recipes via process instructions; and 4) structuring the XStep tree and using function module COPF_DOCUMENT_SHOW_DIRECT to display documents within XSteps and integrate them with the PI-sheet for a process order.

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27 views9 pages

DMS Integration for Classic PI-Sheet

This document provides steps for integrating a document management system (DMS) with SAP's classic process instruction (PI) sheets and execution steps (XSteps). The key steps include: 1) defining a process instruction category for the DMS using function module COPF_DOCUMENT_SHOW_DIRECT; 2) configuring the category using transaction O12C; 3) linking documents to master recipes via process instructions; and 4) structuring the XStep tree and using function module COPF_DOCUMENT_SHOW_DIRECT to display documents within XSteps and integrate them with the PI-sheet for a process order.

Uploaded by

Kp Veen
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd

DMS Integration ~ Classic PI-Sheet &

Execution Steps (XSteps)

Configuring DMS Integration – Classic PI-Sheet

 Define Process Instruction Category to accommodate Document Management System


 Function Module – COPF_DOCUMENT_SHOW_DIRECT
 Use PI Assistant for setting up the Process Instruction Category
 Execute configurable transaction O12C

 Select relevant Instruction Category & click PI assistant


Hit ‘Enter’ set import parameter values as per requirement

Adopt the changes made to settings for the relevant Process Instruction Category by
clicking Adopt or (F8)

Review the characteristics assigned to the Process Instruction Category


 Characteristics assigned to the Process Instruction Category via Adopt

 Execute configurable transaction to update Document Status to integrate with Digital


Signature
Release Document – SAP Easy Access → SAP Menu → Logistics → Central Functions →
Document Management System → Document → Change (Transaction CV02N)
 Post release of the document, the date & log gets updated

 Assignment of relevant DIR to Master Recipe via Process Instruction to relevant phase
 Update relevant document number as shown below

 Simulate relevant Process Instruction

 On successful simulation, save the Master Recipe

Integration of DMS – Execution Steps (XSteps)

 Access Standard XStep Repository via transaction CMXSV (Plant-Specific)

OR

 Access Cross-Plant Standard XStep Repository via transaction CMXSVN


 Some of the standard PI-Characteristics linked to DMS
1. Document Number – PPPI_DMS_DOCUMENT_NUMBER
2. Document Type – PPPI_DMS_DOCUMENT_TYPE
3. Document Part – PPPI_DMS_DOCUMENT_PART
4. Document Version – PPPI_DMS_DOCUMENT_VERSION

 Long text can be inserted in Output as shown below


 Function Module – COPF_DOCUMENT_SHOW_DIRECT
 Structuring XStep tree to house DMS

 Real-Time PI-Sheet display for Process Order, post integration with Master Recipe
I hope, the above information was helpful

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