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Procedure documentation Assign Document With IT Reference to EE (PA-PA) Locate the document in its SAP Library structure

Procedure

If you want to use the "store and enter" scenario to process a document with infotype reference for an employee, proceed as follows.

  1. Scan the incoming document into the system.
  2. On the SAP R/3 System screen, choose Office ® Business Documents ® Documents ® Move.

    3. The system displays a list of presettings.

  3. Place the cursor on the required presetting and choose Edit ® Choose.

    4. A list is displayed of document types defined for this setting.

  4. Place the cursor on the appropriate document type and choose Edit ® Choose.

Note

The system requires you to confirm the scanned document’s assignment to the chosen document type. Confirm the assignment. Once the link has been created, the document is deleted from the scan queue.

The Enter Personnel Number dialog box is displayed.
  1. Enter the personnel number of the employee to whom the document belongs and choose Continue.

    2. If there is just one infotype record, the system immediately accesses the entry screen of the infotype linked to the chosen document type. If the infotype has more than one record, a list is displayed of all records. To access the infotype entry screen, choose the record that you require.

  2. Maintain an infotype record for the employee, if required.
  3. On the infotype entry screen, choose Extras ® Assign facsimile.

    4. This takes you to the Assign Facsimile dialog box, which contains information on the current assignment, such as the document type, infotype, and personnel number.

  4. Enter the date of origin, if necessary, and choose Continue.

    5. The Confirm Assignment of Facsimile dialog box is displayed.

  5. Confirm the assignment.

    6. A message informs you that the facsimile has been processed and stored successfully.

  6. If you have made changes, save the infotype record.

Result

The scanned incoming document is processed and linked to the appropriate infotype and employee.

 

 

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