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  PLM Document

Definition

Business objectfor Account Management (FS-AM) and Master Contract Management (FS-MCM) , which depicts business transactions (for example, decease of account holder). The system uses this to set and delete locks on objects that can be locked.

PLM documents are managed in Posting Lock Management (FS-AM-PLM or FS-MCM-PLM). All PLM documents are based on a PLM document category and set in Customizing via the event type.

Use

If you create a PLM document for a business transaction that you have defined as an event type in the Customizing, the system processes the business transaction from creation to completion via the PLM document.

The PLM document can only be used to set and delete locks if the Activate Component indicator is set for Posting Lock Management in the Account Management (FS-AM) Customizing settings under Start of the navigation path Basic Settings Next navigation step Activate Special Components. End of the navigation path If Posting Lock Management is not activated, you set and delete locks directly on the corresponding objects, rather than via the PLM document.

Structure

The structure definition of the PLM document is divided into attributes, methods and customer enhancements.

Attributes

  • Document number

  • PLM document category

  • Event type

  • Document status

  • Deadline monitoring data

  • Administrative Data

  • Document origin

  • Reference attributes

    Reference attributes refer to other objects whose documentation is referred to below in the ‘Integration’ section.

Methods

Objects can be processed using the following three channels in Account Management (FS-AM) a nd in Master Contract Management (FS-MCM) :

  • Dialog

  • Business Application Programming Interface (BAPI)

  • Direct Input (DI)

  • The following overview shows which methods of the PLM document can be called up using which channel:

    Method

    Channel

    Dialog

    BAPI

    DI

    Create PLM document

    x

    x

    Change PLM document

    x

    x

    Change document status

    x

    x

    Display PLM document

    x

    Search for PLM document via list

    x

    Activate PLM documents in mass run

    x

    Close PLM documents in mass run

    x

    Start workflow

    x

    Read PLM document

    x

    Read PLM documents according to selection criteria

    x

    x

Some of these methods can change the status of the PLM document. See PLM Document Status .

Dialog

You can call up the following transactions in dialog mode:

Transaction Code

Short Description

BCA_DEH_EVENT_CRE_AC

Create PLM Document for Account

BCA_DEH_EVENT_CRE_AP

Create PLM Document for Master Contract

BCA_DEH_EVENT_CRE_AC

Create PLM Document for Card(s)

BCA_DEH_EVENT_CRE_BU

Create PLM Document for Business Partner

BCA_DEH_EVENT_CHANGE

Change PLM Document

BCA_DEH_EVENT_LIST

Search for PLM Document Using List

BCA_DEH_EVENT_DISPLA

Display PLM Document

BCA_DEH_EVENT_LIST

Search for PLM Document Using List

BCA_DEH_PPACT

Activate PLM documents*

BCA_DEH_PPEND

Close PLM documents*

BCA_DEH_PPEN2

Close PLM documents early for archiving*

BCA_DEH_PPWF

Start workflow*

BCA_DEH_SCHED_LOG

Log of Automatically Processes PLM Documents

* For more information about these reports, on the initial screen of the report, choose : Program Documentation in the application toolbar .

Business Application Programming Interface

You can call up the following methods using the BAPI Explorer :

Method*

Short Description

PostingLockItem.Create1

Create PLM document

PostingLockItem.Change1

Change PLM document

PostingLockItem.ChangeState1

Change document status

PostingLockItem.GetDetail1

Read PLM document

PostingLockItem.GetList1

Read PLM documents according to selection criteria

*You can execute all the methods in a test run.

Direct input

Direct input is not implemented for the PLM document. You can transfer external data by using BAPIs.

Customer Enhancements

The following Business Add-Ins (BAdIs) are available for PLM documents.

To find the BAdIs, in the Customizing for Start of the navigation path Account Management (FS-AM)andMaster Contract Management (FS-MCM)underPosting Lock Management Next navigation step Business Add-Ins: End of the navigation path

  • Start of the navigation path  Next navigation step BAdI: Transmission of PLM Document Data End of the navigation path

  • Start of the navigation path  Next navigation step BAdI: Transmission of Customer-Specific Message Types End of the navigation path

  • Start of the navigation path  Next navigation step BAdI: Determination of Current Date End of the navigation path

  • Start of the navigation path  Next navigation step BAdI: Black & White List (Cards) End of the navigation path

  • Start of the navigation path  Next navigation step BAdI: Archivability of PLM Document End of the navigation path

Integration

You make the settings for PLM documents in the Customizing for Account Management (FS-AM) and Master Contract Management (FS-MCM) under Posting Lock Management in the following IMG activities:

  • Basic Settings

    • Start of the navigation path  Next navigation step Define Number Range for PLM Documents End of the navigation path

    • Start of the navigation path  Next navigation step Define Document Status End of the navigation path

    • Start of the navigation path  Next navigation step Define Customer-Specific Message Type End of the navigation path

    • Start of the navigation path  Next navigation step Define Charge ID End of the navigation path

    • Start of the navigation path  Next navigation step Define Entry Origin of PLM Document End of the navigation path

    • Start of the navigation path  Next navigation step Define Authorization Group End of the navigation path

    • Start of the navigation path  Next navigation step Define Event Type Class End of the navigation path

    • Start of the navigation path  Next navigation step Define Event Type End of the navigation path

  • Periodic Tasks

    • Start of the navigation path  Next navigation step Release End of the navigation path

      • Start of the navigation path  Next navigation step Basic Settings End of the navigation path

      • Start of the navigation path  Next navigation step Assign Release Procedure to Release Object End of the navigation path

      • Start of the navigation path  Next navigation step Assign Rule to Release Steps End of the navigation path

      • Start of the navigation path  Next navigation step Assign Release WF and Release Procedure WF to Release Procedures End of the navigation path

When processing PLM documents, the associated release object and different authorization objects have controlling functions in the program flow.

The system calls up and processes the following objects during the processing of PLM documents.

Objects Checked by the System

  • Account

    The system checks the master data for the account.

  • Master Contract

    The system checks the master data for the master contract.

  • Card

    The system checks the master data for the card.

  • Lockable objects

    The system checks the master data for the lockable objects.

Objects Changed by the System

  • Account

    The system can set and remove the following locks on an account:

    • Feature locks for an account

    • Posting locks for an account

      You can also set the locks for multiple or all accounts of a business partner.

  • Master Contracts

    The system can set and remove the following locks for a master contract:

    • Feature locks of master contract

  • Card

    The system can set and remove the following locks on a card:

    • Card lock (status Locked )

    • Feature locks for a card

    • Procedure for a card

  • Payment Form

    The system can set and delete the status of payment forms to Locked .

Objects Generated by the System

  • Change Document

    The system generates a change document that meets auditing requirements.

  • Prenotes

    The system can generate a prenote with the status Active .

  • Work Item

    The system generates a work item for the release process, if required on the basis of the Customizing settings.

  • Payment Item

    The system generates payment items for posting the PLM document charges and PLM card charges.