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Frequently Asked Questions: Document Locate this document in the navigation structure

General Information

  • How can I navigate to the document object in PLM?
  • How can I create a new version of a DIR using a template?
  • How can I assign a class to a DIR?
  • How can I find the additional data for a DIR?
  • How can I create a document hierarchy?
  • How can I create historical data records?

Adding External Information to a DIR

  • How can I add an original to a DIR?
  • How can I add an object link to a DIR?

More Information

  • How can I integrate a document into the change process?
  • How can I display a thumbnail for a DIR?
  • What happens when I choose the View Original link below a thumbnail?
  • Why is the View Original link disabled?
  • How can I approve a document using Electronic Signature?

General Information

How can I navigate to the document object in PLM?

  1. Log on to the Net Weaver Business Client (NWBC) application.

    You are on the Home screen, with the Material, ECN, MBOM, Document, and Collaboration objects on the left hand side.

  2. Choose   System   Preferences.  

    The Available Connections screen appears.

  3. Connect to the system in which you want to view the document object.

  4. On the Home screen, choose Document.

  5. In the Document screen area:

    • Choose Create Document if you want to create a new document.

    • Choose Change Document if you want to modify an existing document.

    • Choose Display Document if you want to display an existing document.

How can I create a new version of a DIR using a template?

To create a new version of a DIR:

  1. Navigate to the Create Document screen.

  2. In the New Document screen area, enter the document number and document type of the DIR for which you want to create a new version.

  3. Choose Start.

  4. In the Create Document: Version Management dialog box select the version from which you want to create the new document and choose OK.

  5. The system creates a new version of the DIR.

How can I assign a class to a DIR?

To assign a class to a DIR:

  1. Open a document on the Change Document screen.

  2. Navigate to the Classes tab page.

  3. Select a class type.

  4. In the Classes table, add a class and assign a status.

  5. Choose Save.

How can I find the additional data for a DIR?

To find additional data for a DIR:

  1. Open a document on the Change Document screen.

  2. Navigate to the Characteristic Values tab page.

    The system displays the available additional data for the DIR.

How can I create a document hierarchy?

You must attach a superior document to a document to create a document hierarchy.

To attach a superior document:

  1. Open a document on the Change Document screen.

  2. In the Superior Document screen area, enter the document number of the superior document.

  3. Choose Save.

How can I create historical data records?

Historical data records are documents that are processed without reference to a change number.

To create a historical data record of the document, you must create a new version of the document.

Adding External Information to a DIR

How can I add an original to a DIR?

To add an original file to a DIR:

  1. Open a document in the Change Document screen.

  2. In the Originals screen area, choose Add Originals.

    You are on the Add Originals screen.

  3. Browse for the file you want to add, and choose OK.

How can I add an object link to a DIR?

To add an object link to a DIR:

  1. Open a document on the Change Document screen.

  2. Navigate to the Object Links tab page.

  3. Select an object type from the list and add an object link.

More Information

How can I integrate a document into the change process?

The system groups all objects that are affected by a change with a change number in the change master record. You can make document changes corresponding to this change number. For each new change number, the system creates a new data record for the document.

To add a change number to the document:

  1. Open a document on the Change Document screen.

  2. In the Document Data screen area, enter the change number.

  3. Choose Save.

    The system sets the Valid From date from the change master record.

How can I display a thumbnail for a DIR?

You can upload a picture file of the DIR using the workstation application defined in Customizing for thumbnails.

The system displays the picture file as a thumbnail.

What happens when I choose the View Original link below a thumbnail?

When you choose the View Original link below a thumbnail:

  • The system opens the Viewer application.

  • The system opens a new PLM Document session on the Originals Processing tab page.

Why is the View Original link disabled?

The View Original link is enabled only if an original is defined in Customizing for the Viewer application.

Check if the linked document has an original defined in Customizing for the Viewer application.

How can I approve a document using Electronic Signature?

To approve a document using Electronic Signature:

  1. Select the Use DS Package option for a document type in the Customizing for Define Document Types under   Cross-Application Components   Document Management   Control Data  .

  2. Configure the requirements for a document status transition, assign signature strategy and select the content version in the Customizing for Define Signature Strategy under Cross-Application ComponentsDocument ManagementApproval.

  3. You can modify the Remark option in the Signature dialog box using the method GET_SIGN_REMARKS in the BAdI Document_Status01.