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 Form Import and Data Usage

Use

You import PDF forms edited outside the system to the ERP system where you store the forms and data entered.

The system triggers follow-up actions if required.

Prerequisites

You have edited forms outside the ERP system and subsequently transferred them to the directory for imported forms. See also Editing Forms .

Features

If you import a form using the Structures Workbench , the system:

Form Import

  1. Checks whether you are authorized to import forms (BAdI method AUTHORITY_CHECK )

  2. Reads the dynamic data from the checklist automatically

    Data entered in the form is converted (using XML) to a format that conforms to ABAP.

  3. Checks whether the form can be imported based on the data read (BAdI method CHECK_IMPORT )

    Example Example

    An example of this method is available in the example implementation.

    End of the example.

  4. Checks the consistency of the data read after it has been extracted from the PDF file (BAdI method CHECK_CHECKLIST_DATA )

    Example Example

    An example of this method is available in the example implementation.

    End of the example.
Form and Data Storage

You store the imported forms using document management functions in the ERP system. A document info record is created for each form.

  1. Determines key information (document type) for the document info record automatically (BAdI method PREPARE_DOCUMENT_FILING )

    Example Example

    An example of this method is available in the example implementation.

    End of the example.

  2. Automatically generates a document info record, stores the document, and generates an object relationship for the force element

  3. Generates additional object relationships for a document info record automatically (BAdI method CREATE_OBJECT_LINKS )

  4. Stores additional documents for the form in the ERP system automatically (BAdI method SAVE_ADDITIONAL_DOCUMENTS )

Data Storage

  1. Stores the extracted form data in the ERP system automatically (method SAVE_CHECKLIST_DATA )

    Example Example

    An example of this method is available in the example implementation.

    End of the example.

  2. Generates the workflow event IMPORTED (BOR object /ISDFPS/SV)

Completion

Carries out optional final processing after the form has been imported successfully (method POST_PROCESSING )

Activities

You are in edit mode in the Structures Workbench .

  1. Choose Start of the navigation path Extras Next navigation step Checklists Next navigation step Import Checklist End of the navigation path .

    The system displays the Import Checklist screen .

  2. Select the required form.

  3. Choose Import.

    The system stores the document in the document management system of the ERP system. The assignment between the force element and document is displayed on the Documents tab page of the corresponding force element.

    The data you entered in the PDF form is stored in the ERP system according to the respective BAdI implementation. The implementation also defines how these data changes are handled further (for example, status management).

    Example Example

    The example implementation specifies that address data entered is stored in infotype 1952.

    End of the example.