PLM Document 
Definition
Account Management (FS AM) business object that depicts business transactions (for example, death of account holder). The system uses this to set and delete locks on lockable objects in the Account Management (FS-AM) system.
PLM documents are managed by Posting Lock Management (FS-AM-PLM) in Account Management (FS-AM). All PLM documents are based on a PLM document category and set in the 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 Account Management Customizing settings, for example death of a business partner, the system processes the business transaction via the PLM document from creation to completion.
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 Basic Settings ® Activate Special Components. IfPosting Lock Management (FS-AM-PLM) is not activated, you set and delete locks directly on the corresponding objects, rather than using 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 Account Management (FS-AM) 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):
Business Application Programming Interface (BAPI)
The following overview shows which methods of the PLM document can be called up using which channel:
Method |
Channel |
||
Online |
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 |
|
BCA_DEH_EVENT_CRE_AP |
|
BCA_DEH_EVENT_CRE_AC |
|
BCA_DEH_EVENT_CRE_BU |
|
BCA_DEH_EVENT_CHANGE |
|
BCA_DEH_EVENT_LIST |
|
BCA_DEH_EVENT_DISPLA |
|
BCA_DEH_EVENT_LIST |
|
BCA_DEH_STATE_ACT |
Activate PLM Documents |
BCA_DEH_STATE_END |
Close PLM Documents |
BCA_DEH_WF_START |
Start Workflow |
BCA_DEH_SCHED_LOG |
·
*
You can find information about this report in the application toolbar
on the initial screen of the report by choosing 
Choose Program Documentation.
Business Application Programming Interface
You can call up the following methods using the BAPI Explorer:
Method* |
Short Description |
PostingLockItem.Create |
Create PLM document |
PostingLockItem.Change |
Change PLM document |
PostingLockItem.ChangeState |
Change document status |
PostingLockItem.GetDetail |
Read PLM document |
PostingLockItem.GetList |
Read PLM documents according to selection criteria |
* You can also execute all methods as 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 the PLM document.
You can find the BADIs in the Customizing for Account Management (FS-AM) under Posting Lock Management ® Business Add-Ins:
· ® BAdI: Transmission of PLM Document Data
· ® BAdI: Transmission of Customer-Specific Message Types
· ® BAdI: Determination of Current Date
· ® BAdI: Black & White List (Cards)
· ® BAdI: Archivability of PLM Document
Integration
You make the settings for the PLM document in the Customizing for Account Management (FS-AM) under Posting Lock Management in the following IMG activities:
· Basic Settings
¡ ® Define Number Range for PLM Documents
¡ ® Define Document Status
¡ ® Define Customer-Specific Message Type
¡ ® Define Charge ID
¡ ® Define Entry Origin of PLM Document
¡ ® Define Authorization Group
¡ ®Define Event Type Class
¡ ® Define Event Type
· Periodic Tasks
¡ ® Release
§ ® Basic Settings
§ ® Assign Release Object to Release Procedure
§ ® Assign Rule to Release Steps
§ ® Assign Release WF and Release Procedure WF to Release Procedures
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 Account Management objects during the processing of PLM documents.
Objects Checked by the System
The system checks the master data for the account.
The system checks the master data for the master contract.
The system checks the master data for the card.
· Business Partner
The system checks the master data for the business partner.
· Lockable objects
The system checks the master data for the lockable objects.
Objects Changed by the System
The system can set and remove the following locks on an account:
¡ Feature locks for an account
¡ Posting locks for an account
The system can set and remove the following locks on a master contract:
¡ Feature locks for a master contract
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
The system can set and delete the status of payment forms to Locked.
· Business Partner
The system sets and deletes the Central Lock for Business Partner indicator on a business partner for PLM documents of the PLM document category Business Partner.
Objects Generated by the System
Change
documentThe system generates a change document that meets auditing requirements.
The system can generate a prenote with the status Active.
The system generates a work item for the release process, if required on the basis of the Customizing settings.
The system generates payment items for posting the PLM document charges and PLM card charges.