Integration with Records Management

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

For more details on RM and how to use it, read the SAP Records Management documentation.

Before you can use RM for your work in Grantee Management, there are some additional settings required in Grantee Management Customizing:

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, select the Activate Records checkbox.
- To add details, 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
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.
Now go to the Easy Access menu.
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.