Storage of Incoming Documents (PM-WOC-MN) 

Use

In the Plant Maintenance (PM) application component, you can use the SAP ArchiveLink to store incoming documents in external content servers.

See also Business Background (PM-WOC-MN).

 

Prerequisites

Technical Realization (PM-WOC-MN)

General Settings for Document Types

Field Description

Content

Document type:

PMIDAMAGE

Description:

Malfunction report

Operation category:

NCI_INPUT

Object type:

BUS2038

Method:

CREATE

Task:

TS00007869

   

Document type:

PMIREQUEST

Description:

Notification

Operation category:

NCI_INPUT

Object type:

BUS2038

Method:

CREATE

Task:

TS00007869

   

Document type:

PMITECHCNF

Description:

Technical completion confirmation

Operation category:

NCI_INPUT

Object type:

BUS2038

Method:

CREATE

Task:

TS00007869

 

Document Types for Maintenance Notifications

In the standard system, the following document types (document category FAX) are predefined for maintenance notifications:

Documents for maintenance notification processing - malfunction report

Documents for maintenance notification processing - notification

Documents for maintenance notification processing - technical completion confirmation

Object Types Used

The interface between the R/3 functions and SAP ArchiveLink is realized using object technology. In this SAP ArchiveLink scenario, the system processes the following application object:

Object Type BUS2038 (Maintenance Notification)

Standard Tasks

Standard tasks are single-step tasks provided by SAP which describe simple business activities from an organizational viewpoint. In each case, a single-step task refers to one object method (technical link to R/3 functions) and is linked to the people who can process the object.

Standard Task TS00007869 (ImageAssign)

 

Preparation and Customizing (PM-WOC-MN)

The Customizing for storage for subsequent entry for incoming documents comprises the following areas:

General Customizing for SAP ArchiveLink

In order that you can store incoming documents, you must first make Customizing settings for SAP ArchiveLink to maintain the following:

For more information, see the sections Special Customizing, Basic Customizing and Presettings for Storage Strategies. in the SAP ArchiveLink documentation.

Customizing for the SAP Business Workflow

The SAP Business Workflow plays an important role in the scenario "storage for subsequent entry". The SAP Business Workflow automatically informs the people responsible that an incoming document has been stored and that a maintenance notification must be created. The Customizing for the SAP Business Workflow includes the following:

For the scenario of storage for subsequent entry in PM, the object type is BUS2038 (maintenance notification).

After you have defined the workflow document types, you must assign workflow parameters to the methods entered in the document types. In the workflow document type for PM, the workflow parameters specify the category of maintenance notification which is created by the system. In the standard system, the following workflow parameters have been defined for storage for subsequent entry in the PM application component:

For more information, see Special Customizing in the SAP ArchiveLink documentation.

 

Activities

The scenarios for storage for subsequent entry usually include two or more people who work at different locations within the company. Each of these people must execute the relevant storage functions depending on their task area.

When storing for subsequent entry, one person scans the incoming documents in a storage unit and assigns them to document types. This is performed using the storage functions in the Office menu.

When storing for subsequent entry, a second person (in a different department) processes the work items which have been generated by the storage operation and the SAP Business Workflow. In the PM application component, this is usually the person who created and/or processed the maintenance notifications.

For more information, see the following documentation:

The section Storage for Subsequent Entry in the SAP ArchiveLink documentation.

The section Maintenance Notifications in the PM - Maintenance Notifications documentation.