Integration with Records Management 

Records Management (RM) allows the creation of records, based on models and containing selected information. The integration between Grants Management for Grantee (GM-GTE) and RM enables you to create records containing, say, budget information for selected sponsors and/or grant types.

For more details on RM and how to use it, read the SAP Records Management documentation. This includes the customizing work you must do in the Implementation Guide (IMG). Choose SAP Web Application Server ® Basis Services ® Records Management and maintain the steps there as required. Each step includes documentation containing instructions on what to do.

There is some additional customizing work required in the GM-GTE IMG before you can use RM for your work in GM-GTE.

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       1.      To configure the sponsor master data, choose Master Data ® Sponsor ® Business Partner Integration with Records Management and maintain the following:

¡        Business Partner category

You can group business partners together by assigning them to the same categories.

¡        Partner type

¡        If you want to activate integration with RM now, check the Activate Records box.

¡        To add detail, choose Integration Details in the dialog structure and enter the following:

§         Process

That is, grant or sponsor.

§         Sequence

§         RM class

For example, record, element, or element detail.

§         Value

       2.      To configure the grant type master data, choose Master Data  ® Grant  ® Maintain Grant Types. For each of the grant types where you want to activate RM integration, enter controlling details, such as the process (grant or sponsor), RM class, sequential numbers for the processes, and the value.

       3.      This is all the customizing work you have to do in the GM-GTE part of the IMG. Now go to the Easy Access menu.

       4.      Choose Public Sector Management ® Grants Management ® Grantee Management ® Grants Management-Specific Postings ® Integration ® Records Management.

From this point, refer once again to the SAP Records Management documentation for details of what to do here and how.