Using the
Document Management
(CA-DMS) component, the documents involved in the rental management process (such as master data summaries, letters, contract forms, presentations, structural drawings, or photos) can be:
Classified
Assigned to real estate object types (exception: comparative group of apartments)
Displayed when the object is being processed
This gives you a constant overview of the documents involved in the process.
You made the necessary settings for the document management system in Customizing:
In Customizing for
Define Document Types
Here you make settings for the document types of the Document Management component. You also assign the real estate object types you want to use for document management.
Assign Screen for Object Link
Here you enter the screen number so that the system can display and change the assignment of real estate objects in the transactions of document management.
To call up document management in the master data object, choose
with the quick info text
Document Management
.
The
Business Document Navigator
appears.
In the top left part of the screen, you see the object type (such as
Real Estate Contract
) for which you called up document management, and any archived documents.
On the
Create
tab page in the bottom left part of the screen, you can specify whether you want to archive a standard document type or a document type for the object.
Select the document and assign it to the object.
You can create and display notes on the document by choosing
with the quick info text
Display and edit notes (Strg+F10)
.
For general information on the
Document Management
(CA-DMS) component, see
Document Management
.