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 Linking Objects to a Document

Use

You can link documents to a large number of SAP objects (for example, materials, customer) in order to document the objects in more detail for various business processes.

Integration

In the standard SAP system, document linking is supported for many SAP objects.

The following graphic shows some of the SAP objects that you can link to a document info record in the standard system.

Prerequisites

In Customizing for Document Management , you can define which SAP objects can be linked to documents of each document type by choosing Control Data.

The activity Define Document Type is divided into several work steps where you enter the following data for the object link:

  • Define document status

    Here you decide whether an object check is made when you set a certain status for your chosen document type. In this case, you can only set the status if there are master records for all the linked objects.

    Note Note

    You can link a document with status A to a material for which there is no master record in the system.

    If you want to assign status B to the same document, an object check is made for this status. If there is no master record, the status cannot be set, or you must delete the object link.

    End of the note.

  • Determine object links

    Here you define settings for object links.

    • Choice of SAP objects to which documents can be linked

      You see a list of all SAP objects that are supported for object links in the standard SAP system by choosing the input help. You also have to enter the screen where the key fields for the object are maintained.

    • Copying object links with new versions

      You can decide whether the links for each SAP object are to be copied from the source version when making a new version.

    • Activating additional functions for the object link

      You can activate additional functions in order to link to a third object or to classify the link. For more information, see the online help (F1 help) for the indicator Additional functions for object links active .

Features

Linking a document to an SAP object allows you to do the following:

  • You can maintain the object links from the object or from the document.

    Additional Function for Material Master Record:

    In Customizing for the Material Master, you can define a standard document type by choosing Make Global Settings. Documents of this standard document type are displayed in the material master record, in the Basic data 2 view ( Start of the navigation path Extras Next navigation step Document data End of the navigation path ).

  • You can display the original application files of a document (for example, an engineering/design drawing) directly from the object (for example, material) using a display application (viewer).

  • You can enter additional information for object links, such as:

  • You can also link documents to SAP objects for which links are not supported in the standard SAP system. See: Adding Other Objects ).