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 Assign Document With IT Reference to EE (PA-PA)

Procedure

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

  1. On the SAP R/3 System screen, choose Start of the navigation path Office Next navigation step Inbox Next navigation step . End of the navigation path

  2. This takes you to the initial screen of your integrated inbox.

  3. Use the appropriate function to choose the list that you require.

  4. The system displays the employee documents sent to you by the scanning department.

  5. Select a document and choose Start of the navigation path Document Next navigation step Execute. End of the navigation path

Note Note

The Process Document Type dialog box is displayed. Check that the document type in this dialog box is correct. You can assign the specified document to a different document type by choosing Change, or to another document type by choosing Create .

End of the note.

  1. Place the cursor on the document type you want to process and choose Process .

  2. The Enter Personnel Number dialog box is displayed.

  3. Enter the personnel number of the employee to whom the document belongs and choose Continue .

  4. 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 of all records is displayed. To access the infotype entry screen, choose the record that you require.

  5. Maintain an infotype record for the employee, if required.

  6. On the infotype entry screen, choose Start of the navigation path Extras Next navigation step Assign facsimile Next navigation step . End of the navigation path

  7. 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.

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

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

  10. Confirm the assignment.

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

  12. Save the infotype record, if necessary.

Result

The document is processed and linked to the appropriate infotype record of the employee.