Document Management 

Purpose

You have three options for storing and managing documents for real estate objects:

●     Records Management

●     Document Management (DMS)

●     Business Document Navigator

The strategy you choose for storing your documents is dependent on your specific needs related to the process, and the number of documents involved.

●     Records Management is particularly able to support a record-oriented and process-oriented view of documents. For more information on the Records Management (BC-SRV-SRM) component, see SAP Records Management and Records Management in RE-FX.

●     The Document Management (DMS) component supports a document-centered view. For more information on the Document Management (CA-DMS) component, see Document Management and Document Management in RE-FX.

●     The Business Document Navigator (BDN) is suitable if you do not need a record-oriented or process-oriented view, and only need to store small numbers of documents. You do not need to make any additional Customizing settings to use the Business Document Navigator. The storage of documents is based on Business Document Service (BDS). For more information on the Business Document Service (BC-SRV-BDS) component, see Business Document Navigator.

Implementation Considerations

You can configure these three tools separately for each real estate object type. For example, you could use records in Records Management for managing real estate contracts, while you use the Business Document Navigator to store and display documents for business entities and buildings.

In the RE Navigator, you can go to the document management type for the given object by choosing  with the quick info text Document Management. The system determines which tool is displayed (Records Organizer, DMS or BDN) dependent on the configuration of the real estate object, and using the following sequence:

...

       1.      If Records Management was set to active in Customizing, then the system displays the Records Organizer.

       2.      If the Document Management component was configured in Customizing, then the system displays it.

       3.      If no settings were made on this subject in Customizing, then the system displays the Business Document Navigator.