Function documentationIntegrating Product Lifecycle Management (PLM) Locate this document in the navigation structure

 

Integrating Product Lifecycle Management (PLM) lets you link documents from the PLM Document Management System (DMS) with documents from CRM such as contracts, opportunities, and activities.

Integration

To use PLM in CRM, you require SAP Enterprise Resource Planning (ERP) 4.70 and higher. If you want to use SAP ERP 4.6c, you require SAP Note 620160.

Prerequisites

You have maintained the RFC connections to PLM. For more information, see the Implementation Guide at   Customer Relationship Management   Basic Functions   Content Management   Maintain RFC Connections to PLM   .

Features

The following functionalities are available:

You can use the PLM DMS to link PLM DMS documents directly to the following objects, or to delete the links:

  • CRM business objects

    If you assign a PLM document to a CRM business object, it appears in the PLM Documents folder.

    • Sales contracts

    • Sales documents

    • Business partners

    • Products

  • Finding PLM Documents

    You can also find PLM documents in CRM by the following properties:

    • User-defined text

    • Document number

    • Document type

    • Version number

    • Status

    • Description

    • User

    • Part

Note Note

For PLM documents, the Creator field in CRM Content Management specifies the Person Responsible from PLM.

The full-text search only searches the document long text and not the content of the document itself .

There is only a full-text search in the document long text, not in the document content itself.

End of the note.