Linking Master Records to Documents

Prerequisites

If you have specified 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 Start of the navigation path Goto Next navigation step Documents End of the navigation path 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.

  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.