Show TOC

 SAP Records Management in RE-FX

Use

The SAP Records Management (BC-SRV-RM) component is a standard solution for electronic record management. It allows you to flexibly define the record structures ( record models ), for example, your own specific structure for a contract record. This makes it possible for you to create your own documents or references to documents for the processing activities related to your master data. For example, you can enter blueprints and expert opinions on buildings, and incoming correspondence from tenants on the contract. Then you can display these records and documents directly from the master data of these objects.

You can use the following functions in Flexible Real Estate Management with SAP Records Management:

  • You can create and manage an electronic record for each real estate object.

  • You can specify the structure of these records using record models.

  • You can edit and search for records using the Records Organizer.

  • You can initiate workflow-controlled processes from the records.

Integration

Records Management does not influence the storage location or storage process for outgoing correspondence for real estate objects (SAP forms or Microsoft Office documents). So using the Records Management component is optional and can also be implemented later.

If you do not want to use Records Management, the Business Document Navigatoris used to display and manage the documents of a real estate object. You do not need to do any Customizing to use the Business Document Navigator.

Prerequisites

  1. You made all the necessary settings in Customizing for Records Management. Choose:

    Start of the navigation path SAP Customizing Implementation Guide Next navigation step SAP NetWeaver Application Server Next navigation step Basis Services Next navigation step Records Management. End of the navigation path

    You have set up a record model there.

  2. You made all the necessary settings in Customizing for Flexible Real Estate Management . Choose:

    Start of the navigation path SAP Customizing Implementation Guide Next navigation step Flexible Real Estate Management (RE-FX) Next navigation step General Settings for Master Data and Contract Next navigation step Document Management Next navigation step Records Management Next navigation step Make Basic Settings for Records Management. End of the navigation path

    There you can specify the object types, for which a record is to be automatically created.

    Note Note

    You can use different record models for each object type. You can also control the creation of records using a BAdI implementation.

    The BAdI can also be found in this Customizing step, along with additional information on the Customizing settings.

    End of the note.

Features

You can have the system automatically create one record for each real estate object type, dependent on your Customizing settings. From the RE Navigator, you can navigate directly to the records.

Activities

  1. To create or edit a record for master data, go to the processing of master data. On the SAP Easy Access screen, choose:

    Start of the navigation path Accounting Next navigation step Flexible Real Estate Management Next navigation step Master Data Next navigation step RE Navigator Next navigation step <your real estate object> End of the navigation path .

  2. Choose with the quick info text Document Management.

    If you have made the appropriate settings for Records Management in Customizing, the Records Organizer appears, in which you can edit the records.

    If you have not made any settings for Records Management in Customizing, the Business Document Navigator appears.

    Note Note

    For more information, see SAP Records Management .

    End of the note.