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Procedure documentationLinking Documents to SAP Objects (PLM Web UI) Locate this document in the navigation structure

Prerequisites

In Customizing for Document Management, at least one SAP object (for example, material master record) is defined for links to the document type.

Procedure

  1. In the document, choose the Object Links tab page.

  2. Choose the Add Object Type pushbutton.

    The system displays the Object Selection dialog box. The dropdown list is generated dynamically based on the settings for the document type. For example, if you have specified the object types material, change number, and customer in Customizing for the document type DRW, the system generates a separate entry in the dropdown list for each of these objects.

  3. Select the required object type (for example, document info record).

    The system displays the corresponding screen for the object type.

  4. Enter the key data for the SAP object.

    For a document info record, for example, you enter the document number, document type, document part, and document version. For a material, you enter the material number.

  5. Confirm your entries.

    The system checks whether the object exists and displays the description from the object master. If you want to create object links to other SAP objects, choose the relevant tab page, for example, customer.

  6. Save the document.

    The system creates the object links.

Example Example

You want to link your document to a material master. You choose the Add Object Type pushbutton and select Material Master in the table. When you choose OK, the system displays the corresponding screen for the material master. You enter the material number of the material master and save the document to create the object link.

End of the example.

Result

You can create a long text for each object link by choosing the Create Long Text pushbutton. After entering your long text, confirm by choosing OK and save the document. The system selects the Long Text checkbox.