Manual for Document Management System (DMS)

This User Manual contains procedural steps for attaching PDF, word, excel files to Purchase Order, Service PO, PR, Material Master, equipment, BOM.

Steps

T Code CV01N – Enter T code in Transaction Box and Enter Doc Type as DRW or select from F4 option then press enter


Enter description about Document and Press Enter.

A screen will pop up, enter WR in log field press enter


Click on create original for document attachment

Select application type i.e. type of file to be upload (PDF, XLD, WORD), data carrier as PC and Navigate File path to be upload and press enter


Right click on file name and select option "Check In As"

select V1 and Press Enter

Click on Object link tab to find required object

Select appropriate Object name, here object link purchase order item taken. Enter Order no, Item no and save.

Pdf File attached to Purchase Order

Display of attached file in PO Screen.

Open PO and select line Item 10 and click on documents icon, you will find a pop up screen with Details of documents attached to PO.

Select doc in pop up screen and click option display original, file will be opened.


in above case we have taken example of PO, Same procedure is applicable for Other Object Link

many companies are using Document management system to keep there Audit and ISO Certification records

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