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Process documentation Creating a Baseline Locate the document in its SAP Library structure

Purpose

You create a baseline if you want to fix the processing status of a product at a specific point in time. You can later reproduce this processing status at any time.

Note

If you work with collaborative engineering (CEP) you do not need this process. This functions described here are therefore not available in the life-cycle phases contained in the standard system in the life-cycle profile CEP.

Prerequisites

Prerequisites for Materials and Documents

You have indicated which material master records and document info records you want to fix in the baseline as relevant for configuration management.

See: Indicating the Relevant Objects

Prerequisites for BOMs

If you work with ECRs/ECOs, the system only gives a new change status to a BOM in the baseline if you release the relevant ECO before the baseline date.

Process Flow

  1. You enter the controlled object in the configuration folder.

You can set up the explosion profile in Customizing.

If necessary, group together additional objects in the structure of the configuration folder.

See: Grouping Objects in the Configuration Folder
  1. There are two possibilities: You can create the baseline manually, or let the system create it automatically.

    2. Automatic Creation

  2. Choose the setting Explode and Fix Immediately in the dialog box Create a Baseline, and choose This graphic is explained in the accompanying text.
  3. The system carries out the following steps:

    4. The system copies the controlled object and if necessary the structure from the configuration folder into the baseline.

  4. From these objects, the system automatically searches for other objects that are relevant to the configuration. For this reason, the system evaluates the BOMs and object links of the document management system (CA-DMS). The system adds the found objects (BOMs, materials, documents) to the structure.

    5. See: Automatic Completion of the Structure

  5. The system fixes the material master records and document into records that are contained in the baseline structure and that are flagged as relevant for configuration management. The current processing status of the BOMs is also fixed in the baseline. For an object to be fixed, certain prerequisites have to be met for each object type.

See: Fixing Objects

Manual Creation

  1. You can manually control the operation described above by choosing To Target Date from the Create a Baseline dialog box, entering a date, and then choosing This graphic is explained in the accompanying text.
  2. The system prompts you to copy the controlled object and, if necessary, the structure from the configuration folder, into the baseline. Select the desired objects and the structure.

    3. See: Automatic Completion of the Structure

  3. Fix the material master record and the document info record that you selected for the structure of the baseline.

See: Fixing Objects

 

 

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