About this course

SAP DMS hands-on training

Regardless of your area of specialization in SAP, knowing how to customize the Document Management System can give you a real advantage. This is because in all departments of a company there is the need have documents stored in a system and linked with Transactional and Master Data

Why SAP DMS?

Being integrated with most of the business processes in SAP ERP, the following can be achieved:

  • Security

    Store the documents in a secure storage

  • Classification

    Classify the documents based on different attributes

  • Search ability

    Find your documents with only couple of clicks

  • Authorization Control

    Set authorization rules to allow or restrict access

  • Process Integration

    Link the document to different objects (ex: customer contracts in Sales Orders, work instructions in Manufacturing Operations, Design Documents in the Bill of Material, etc)

  • Version Management / Change History

    Create different versions and revisions of a document. Record change history of a document

Practical approach

People understand better with practical examples. That's why we have prepared for this course a practical business example. This is part of a Project Simulation for a fictional company by using real life examples.

Course curriculum

Check out the great content

  • 1
    1. Main transactions in SAP DMS
    • 1.1 Introduction
    • 1.2 Create Document Info Record
    • 1.3 Change Document Info Record
    • 1.4 Create Original
    • 1.5 Check in Original
    • 1.6 Add additional descriptions
    • 1.7 Object Links
    • 1.8 Document Browser
    • 1.9 Classification
    • 1.10 Display Document Info Record
    • 1.11 Test your knowledge: Main Transactions in SAP DMS
    • 1.12 Your Task and Section Notes
  • 2
    2. Find a document
    • 2.1 Find a document based on the Document Type
    • 2.2 Find a document based on classification
    • 2.3 Find a document based on object links
    • 2.4 Find a document based on description
    • 2.5 Find a document based on full text search
    • 2.6 Test your knowledge: Find a document
    • 2.7 Your Task and Section Notes
  • 3
    3. Document versioning
    • 3.1 Create a new document version
    • 3.2 Test your knowledge: Document versioning
    • 3.3 Your Task and Section Notes
  • 4
    4. Using the Product Structure Browser
    • 4.1 The Product Structure with Material Master focus
    • 4.2 Set the focus of the Product Structure
    • 4.3 Test your knowledge: Using the Product Structure Browser
    • 4.4 Your Task and Section Notes
  • 5
    5. Introduction to Classification
    • 5.1 Find documents in a Class
    • 5.2 Test your knowledge: Introduction to Classification
    • 5.3 Your Task and Section Notes
  • 6
    6. Project Simulation Introduction
    • 6.1 Introduction
    • 6.2 Defining Requirements and Goals
    • 6.3 Business Scenario
    • 6.4 Work Instructions in the Overall Business Process
    • 6.5 Work Instructions as Production Resources and Tools
    • 6.6 Test your knowledge: Project Simulation Introduction
    • 6.7 Your Task and Section Notes
  • 7
    7. Project Simulation Customizing
    • 7.1 Document Type Customizing
    • 7.2 Define Number Ranges
    • 7.3 Object Links Customizing
    • 7.4 Fields Display Customizing
    • 7.5 Setting up Classification
    • 7.6 Create document classes and characteristics
    • 7.7 Assign the Class to the Document Type
    • 7.8 Status Network Customizing
    • 7.9 Document Status Customizing
    • 7.10 Define workstation application types
    • 7.11 Change History
    • 7.12 Document Versions
    • 7.13 Document Revisions and Engineering Change Management
    • 7.14 Test your knowledge: Project Simulation Customizing
    • 7.15 Your Task and Section Notes
  • 8
    8. Project Simulation Testing
    • 8.1 Assigning Work Instructions to Routing Operations
    • 8.2 Mass replace functions in Task Lists
    • 8.3 PRT Where Used List in the Task List
    • 8.4 Orders with Document PRT’s
    • 8.5 Production Order Information System
    • 8.6 Your Task and Section Notes
  • 9
    9. SAP Easy DMS
    • 9.1 Introduction
    • 9.2 SAP Easy DMS Installation
    • 9.3 SAP Easy DMS Connection with SAP ERP
    • 9.4 Create a document in Easy DMS
    • 9.5 Document Functions in SAP Easy DMS
    • 9.6 Search Functions in SAP Easy DMS
    • 9.7 Your Task and Section Notes

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