Show TOC

 Creating PLM Documents for an Account

Use

This function is a method of business object PLM Document . The system carries out all the important business-related steps that need to be executed to successfully set locks on lockable objects in accordance with auditing requirements.

Prerequisites

The prerequisites described in the PLM Document section must have been met and the listed settings made.

Activities

  1. On the SAP Easy Access screen, choose Start of the navigation path Account Management Next navigation step Posting Lock Management Next navigation step PLM Document Next navigation step Create Next navigation step Create PLM Document for Account. End of the navigation path

  2. Enter the account identificationdata for the account to which you want the PLM document to refer.

  3. Enter the event typeon which the PLM document is to be based and choose Continue .

    Note Note

    You can select the event type by double-clicking the Event Type Classes/Event Types group box.

    End of the note.

  4. The system reads the event type and generates a view of the PLM document with the tab pages permitted by the event type Customizing.

  5. Now edit the tab pages that are displayed.

    A PLM document of the Account document category generally has the following tab pages. You may be able to edit these, depending on the document status of the PLM document and the Business Workplace indicator.

  6. Save your entries.