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Procedure documentationMaking Images and Other Information Available

 

To link images and additional information with configurable products, it is necessary to use SAP ERP document management. In SAP CRM, there is no function available for this. You can use document management to link documents, such as images or even PDF documents, with the following objects:

  • Configurable product

  • Characteristic

  • Characteristic value

These documents are transferred to SAP CRM, and can be saved using a report on the Web server that you use. The configuration engine calls the appropriate files from the Web server directory to display the documents on the user interface of product configuration.

Prerequisites

You have performed the required Customizing for document management in the SAP ERP, under Start of the navigation path Project System Next navigation step Documents End of the navigation path.

Procedure

  1. Create document in SAP ERP

    If you want to create an image or additional information for the configurable product, you need to create a document in SAP ERP. To do so, go to SAP menu and choose Start of the navigation path Logistics Next navigation step Project System Next navigation step Documents Next navigation step Document Management System Next navigation step Document Next navigation step Create End of the navigation path (transaction CV01N).

    Add the relevant image and (optional) a text document, for example a PDF file, to this document. An image for a characteristic, characteristic value, or configurable product can usually be shown on the user interface of product configuration. An explanatory text can also be displayed for this object. You should therefore add a maximum of two files to a document: The first file should contain the image to be linked, and the second file should contain the text document. You should create a document for every object (characteristic, characteristic value, or configurable product). You load the required files from the local directory to the document on the Originals tab page. It is important for the distribution of the document together with the knowledge base (for example, in SAP CRM) that the original document is uploaded to the document management system.

    You can find more information about document management in SAP Library for SAP ERP, under Start of the navigation path SAP ERP Central Component Next navigation step Logistics Next navigation step Project System (PS) Next navigation step Documents End of the navigation path.

  2. Assign the document to an object in SAP ERP

    You assign the new document to a characteristic, a characteristic value, or a configurable product.

    • To make an assignment to a configurable product, go to SAP menu and choose Start of the navigation path Logistics Next navigation step Materials Management Next navigation step Material Master Next navigation step Material Next navigation step Change Next navigation step Immediately End of the navigation path (transaction MM02), and enter the required data such as document and document type on the Basic Data 2 tab page.

    • To make an assignment to a characteristic, go to SAP menu and choose Start of the navigation path Cross-Application Components Next navigation step Classification System Next navigation step Master Data Next navigation step Characteristics End of the navigation path (transaction CT04), and enter the required data such as document and document type on the Addnl Data tab page.

    • To make an assignment to a characteristic value, go to SAP menu and choose Start of the navigation path Cross-Application Components Next navigation step Classification System Next navigation step Master Data Next navigation step Characteristics End of the navigation path (transaction CT04). Open the Values tab page, select the icon with the Documentation for Value quick info, and enter the required data in the dialog box, such as document and document type.

  3. Update the runtime version of the knowledge base in SAP ERP

    In SAP menu in SAP ERP, choose Start of the navigation path Logistics Next navigation step Central Functions Next navigation step Variant Configuration Next navigation step Knowledge Base Next navigation step Runtime Version Next navigation step Change End of the navigation path (transaction CU35).

    CRM Middleware automatically transfers the newly-generated knowledge base from SAP ERP to SAP CRM. In the target system (SAP CRM), you can use table COMM_CFGDRAO to check whether all documents were transferred.

    For more information about knowledge bases, see SAP Library for SAP ERP under Knowledge Base.

  4. Publish documents for access to the configuration engine on the Web server

    Call report CFG_DOCUMENT_PUBLISHER, using transaction SE38. Enter the following data:

    • Complete FTP address of the Web server with the host name and domain name

    • Port number

    • Logging parameter

      • User: anonymous

      • Password

    • Publishing parameter

      • Document directory

      • Publishing mode (possible values are I for initial and D for delta)

        Note Note

        If you have entered a Web server in this report that is different from that of the configuration engine application, you must assign the URL of this Web server to the parameter mimes.ipc.masterdata in Extended Configuration Management (XCM). You can find this parameter under Start of the navigation path Components Next navigation step Structure End of the navigation path.

        If the Web server that you entered in the report is also the one on which the configuration engine application runs, you do not have to assign a value to this parameter.

        End of the note.