Changing a Document
Before you change a document, note the following:
Changes to documents are not historical. This means that the status of the document before the change is lost. This is still the case if you enter a change number in the document. If you want to save the old status of the document, you must create a new version .
In Customizing for
Cross-Application Components
, you can specify whether the system generates change documents for the document changes. Change documents show you who made a change to the document.You make the required settings under
Document Management
Control Data
Define Document Types.
If the document you want to change has a status whose status type is
Locked
orOriginal in Process
, most of the fields cannot be changed. To change document data, the document must first be given a different status.Whenever you change a field in a document info record, a workflow event is triggered when you save. In the workflow, you can define a receiver for this event. For example, you can define and start enterprise-specific workflow tasks.
ExampleThe person responsible for a document can be informed via workflow functions of any change made to the document by another user.
End of the example.
The following sections describe the various processing situations in which you can change a document. This is followed by information on how to change special data.
The following overview shows the different situations in which you can change documents.
Processing Situation |
Description of Function |
|---|---|
Changing a document directly |
|
Changing a document in display mode |
|
Document hierarchy |
Note
The processing functions for documents are also available in the browser in the context menu of a document (see Document Browser ).
You can also display thumbnails in the master record of a document.