Access DMS document throgh CRM

Dear Gurus,
Is it possible to access DMS document throgh CRM.
Is there any object available for CRM like customer compalints, Solution provided Excetra...,
Can any one share the doc for CRM-DMS object config.
Thanks in advance.

Yes, but you need to create a RFC Connection between your CRM system and ECC6. SAP DMS itself is not available in the CRM system so the RFC connection needs to be in place in order to use it.
From the Help Files:
Integrating Product Lifecycle Management (PLM)
Usage
Integrating Product Lifecycle Management (PLM) lets you link documents from the PLM Document Management System (DMS) with documents from CRM such as contracts, opportunities, and activities.
Integration
To use PLM in CRM, you require SAP Enterprise Resource Planning (ERP) 4.70 and higher.If you want to use SAP EPR 4.6c, you require SAP Note 620160.
Prerequisites
You have maintained the RFC connections to PLM. For more information, see the Implementation Guide at Customer Relationship Management ® Basic Functions ® Content Management ® Maintain RFC Connections to PLM.
Features
Integration is only available for the People-Centric UI.
Change markings in PLM documents are not displayed in the PC-UI.
The following functionalities are available:
·        You can use the PLM DMS to link PLM DMS documents directly to the following objects, or to delete the links:
¡        CRM business objects
If you assign a PLM document to a CRM business object, it appears in the PLM Documents folder.
¡        Sales contracts
¡        Sales documents
¡        Business partners
¡        Products
·        Finding PLM Documents
You can also find PLM documents in CRM by the following properties:
¡        User-defined text
¡        Document number
¡        Document type
¡        Version number
¡        Status
¡        Description
¡        User
¡        Part
For PLM documents, the Creator field in CRM Content Management specifies the Person Responsible from PLM.
The full-text search only searches the document long text and not the content of the document itself .
There is only a full-text search in the document long text, not in the document content itself.
·        Jump to PLM WebDocuments as of SAP ERP 4.70

Similar Messages

Access DMS documents from MDM ??

Hello folks
We have a customer that has SAP DMS (Document Management System from SAP ERP) where the product image files are stored on a SAP Content Server.
We are planning to implement MDM for rich product catalogue whereby end-users access MDM via Portal, but we need to access some documents on DMS too.
I know that there is standard PLM iviews that shows DMS documents linked to a Material, can we use these iviews to modify them so that they are launched on request of user after browsing in MDM iviews (managing same material numbers) ?
Has anyone of you made this ?
Any hint/help on this is most welcome !
Thanks
/Sooriya

Hi Sooriya,
We can get the Product ID from MDM Standard iview through EPCF Eventing. Based on that ID, we can fetch the documents from DMS.
I am new to DMS. Can you please share some information on fetching document links from DMS through standard or APIs?
In my scenario, i have to fetch the documents link from DMS for all Master records and store the link in MDM. Also, when a new master s created in MDM, I have to attach/upload documents for the master record and store the document link in MDM. The actual document is present in DMS. When I send the newly created Master data to ECC, I have to link the Master data and the documents in ECC also.
Your help is greatly appreciated!
Thanks,
Arun prabhu S

Duet Enterprise 2.0 - Accessing SAP DMS Documents

Hi,
Is there any possibility to access the SAP DMS documents using Duet Enterprise 2.0 from SharePoint 2013?
If the answer is No, then what is the starter services in DE 1.0 and why the DMS functionality is included in that and not in DE 2.0, which will be the easy way to access SAP documents from the SharePoint. Is there any alternative?
Please clear my queries, i'm eager to know the reason behind it.
Thanks,
Kamal

Hi Kamal,
The DE 1.0 Starter Services models are available on the DE 2.0 Software package. To implement Starter Services for DE 2.0 you should follow all of the steps in the DE 1.0 FP1 documentation with the exception of importing on SharePoint. I have attached a document with the commands required to import the Starter Services to SharePoint.
Hope this helps.
Cheers,
Helen

DMS document output in SOP report

Hi all,
I want to OUTPUT a DMS document in SOP Report template. But it is not reflecting in my SOP report though I have fullfilled the prerequisites.Here are my steps that i carried out
1) I have linked the DMS doc. in a value assignment in user defined text.
2) The DMS document type is SBV.
3) The required document indicator tick is alos ensured in specify user defined text types in BASIC DATA & TOOLS in customizing.
3)It is also ensured that the EHS <> DMS doc types are linked in customizing.
4) I put the symbol in wwi report template under GESTDHEADE HEADER User-defined text .
But when I run the preview (cg42) the space where I have assigned the symbol is blank.
I even tried to put my required data in Long text in user defined text tab assigning REMARKS as user defined text type but there is no output in REPORT when i carry out preview.
Requesting your comment what shall be the cause of this .
Regards,
Ashish pradhan

Hello all
the document type SBV should not be used or used only carefully regarding this. I recommend to use a customer specific document type. SBV is related to WWI report templates. Furthermore make sure that generation variant fits usage of data record in which you have set up the document which is located in the user defined text (Active indicator of usage must be set). I know cases in the area of access problemes so that the WWI could not retrieve the user defined document. PLease make sure that you have "checked" WWI layout without error (WWI Check).
PLease check this:
if you have uploaded e.g. an rtf file and created a value assignment and you have uploaded the document to be stored in the user defined text than the document is "there". That means: in this process the SAP EH&S process generate a new unique id which should show up in the user defined text (there somthing like this should show up: SBV WWI 0000111223 numbers...)
Using this unique ID you can check if the document is really in DMS available. Furthermore depending on the EH&S release (support package etc.) you could check this. If you "click" with the mouse key on the unique id (refer above) the SAP EH&S system should upload directly to your client computer the document and start immediatly the corresponding application (e.g. word etc.) . In doing so you can check if the document is "really" there
May be you need to check further DMS customizing. E.g. depending on the document you have used in upload there is a missing link to the "type" of document. .E.g. the EXCEL macro regarding standard SAP output variant links to I believe a seperate document type
Hope that helps
With best regards
CB

DMS (document management) integrate document in product

Hello,
I want to integrate documents in my products (crm) in background. My documents are located in my server sap. ( so I have a URL of my document : file://server/folder/test.doc)
I have found only one mean. I try to use DMS (document management service) programming interface with the FM
1 - SDOK_LOIO_CREATE : I create a logical document
2 - SDOK_PHIO_CREATE : I create a physical document
but after..?
when do I download my document? when do I create the link with my product?
There is a documention here
http://help.sap.com/saphelp_crm31/helpdata/fr/15/aea9375d79fb7de10000009b38f8cf/frameset.htm
but it is not enough for me.
Can you help me, please?
Say me it's possible with DMS...
an example of coding is helpfull..
which FM uses..
Many thanks in advance for anything help,
Servane,
nb: I have tried to use BDS services but it use only in foreground.

no idea?

DMS - Document Validity

Hi to all,
Does anybody know if exist a functionality to handle date of validity of a DMS document? I mean, after approving a document (with the "Release Flag"), I need to fix "manually" a date that the document will be "valid to", the date that the document is "valid from" is automatic when the status with the release indicator is set. The standard system places the date "valid to" automatically.
Thanks!
Regards,
Martin

Good day,
The easiest way to do this is by using classification.
You need to create a user exit using DOCUMENTMAIN01, when a document is released, it must populate the classification field with a valid to/from date.
In the same exit, you could then also check when the document is accessed, and if it surpasses the valid to date, you can "prompt" the user that the document is no longer valid.
If you really want to get smart, you can, in the same user exit, change the documents status to "Not Valid" after the allowed period has been reached.
Regards,
Freddie Botha
www.documation.co.za
SAP DMS, CAD Integration, Data Archiving, Imaging & Scanning, Workflow
[email protected]
Please reward points for helpful answers

Problem with Excel hiperlinks in DMS Documents

Hi. I have a very strange problem. I add several excel files to a DMS document and I archive them in a server.
These files contain several sheets and a lot of hiperlinks to different parts of excel file. When I open these excel files to see them, Excel open them but the hiperlinks don't run. Excel shows me next message: "Unexpected error".
I have analyzed the excel documents and I've seen SAP is protecting all cells and sheets (before I archive them, they are unprotected) and, if I download them to local disk, they are "only reading".
I hope somebody can help me.
Best regards, Iván.

so you're links are also working when you move you're excel files to a different folder ?? and when you move the files to different folders ?
even when you link between files it is still imperative that the file knows where it links to and can find the location. when you upload the files to SAP they get a new location in the vault. which doesn't necessary has to mean that they will be placed alltogether in the same folder in the vault.
I'm nog very familiar with the DMS customizing but perhaps there are a few options over there you can check.
we use dms only to store the location of our files. so the excel files remain on the same location as they are now. only in dms the link towards the file is maintained with all the additional info.
first question in customizing dms is whether you want the files accesible from outside SAP or want to use a SAP fault. we choice the first since other applications also need to access the files directly.

DMS support on CRM?

Hi,
Does CRM support DMS(Document Management System)?
Regards,
Naveen

Interesting question.
A survey of transaction bapi reveals no DMS bapi's in CRM2007. However, In SPRO there are controls for DMS and transaction CSADMIN can also be found in the system.

Accessing a document from a different system

Hi,
I need to get (display) an attachement stored in EBP from a different R/3 system (in transaction display purchase requisition).
Could somebody point me to right direction ?
Thank you for your feedback.
Marian

Marian,
Which version of EBP and R/3 are you using? You can look for an RFC and use it for accessing the document and displaying in R/3
In my project we had a requirement that the attachments have to be displayed in R/3 purchase orders and we solved it by storing the attachments in document management system in our back end R/3 system and then adding some screen enahncements in PO userexits wherein we accessed the DMS and displayed the attachments.
But if I remember correctly this required some core modification on the EBP side.
Regards,
Vani

How can I get the 23 July update to load onto my iPad. I haven't been able to access my documents or work for weeks and need to use it. Has anyone else had similar problems?

How can I get the 23 July update to load onto my iPad. I haven't been able to access my documents or work for weeks and need to use it. Has anyone else had similar problems?

Hello Arthur,
Thank you for the reply.
You were correct that deleting the app and reinstalling it was the only thing to make it work but unfortunately I lost all the documents I made, even though they were backed up to iCloud before i deleted the app. At the same time as deleting pages I had to delete keynote and numbers too, so I've lost all the documents in them too.
The mb of data which was assigned to each programme in iCloud has reduced, so. I guess they are gone for good. Is there any other way to reaccess them?
Not your fault but I am a bit fed up the the iPad. I have lost work that I've done and have no other copy apart from what was in iCloud, as I don't have a printer and couldn't email them too myself as I couldn't get into the programme and i've also got episodes of tv series I purchased that I can't download and albums that are half downloaded with songs missing, so I feel a bit swindled out of time and money and am going back to DVD , pen and paper and CDs .
Instead of using iCloud I guess the only way to make sure I don't loose any more documents it to email them to myself each time I save them on the iPad. Is there anything else you could suggest please?
I don't have any other apple products apart from iPods, so I can't access the iCloud on anything else can I?
Thanks
Amanda

A network error occurred while accessing this document on the internet

Dear all,
I am now facing a very unusual problem that, when I try to open a pdf file from internet, it says: "A network error occurred while accessing this document on the Internet. Would you like to close the document or reload it?". Here's my situation:
Browser: IE8 (or Chrome 35.0.1916.153)
Adobe Reader: 11.0.0
OS: Win7
1.Directly open from IE. Says: "A network error occurred while accessing this document on the Internet. Would you like to close the document or reload it?"
2.Try to download(Save AS). In IE, says: "The connection was reset The connection to the server was reset while the page was loading"; In Chrome, nothing happened, but still can't download.
3.Try to disable the "PDF Reader Addon" in IE8. First the browser needs to download the PDF file, but failed, see point 2.
1.I can open the same PDF file from another network, that is, out of my company.
2.I can open another PDF file in the network of my company, but the pdf is created by another scanner
3.All PDFs from both scanner can be opened locally.
So, here's the possible problem, the network settings, and(or) the PDF. Does anyone ever meet this situation, please help?
Thank very much.
Li

Rave,
IE: 8 & 9
Adobe Acrobat Pro/Acrobat Reader 10.x & 11.x
Chrome: work fine
So the answer is to manually enable and disable websites based on whether the pdfs open within the browser. That doesn't seem like a great long-term solution to have have our users to manually enable / disable browser integration. We have web applications that work better with browser integration turned on. Is this something that Adobe will fix or is it an IIS/IE issue.
It appears the Adobe removed the #1 config option that you lised in the new 11.x versions of both products. The manage Add-ons does not disable the browser integration on the new Adobe versions.

TS1702 I tried to download the upgrade, now it won't install and I can not access my documents. It said Vi did not have enough space for the upgrade so I made room but still no luck.

I tried to download the upgrade, now it won't install and I can not access my documents. It said Vi did not have enough space for the upgrade so I made room but still no luck. If I delete the ap and reinstall I will lose my stuff. Any ideas? It won't open so I can email it to myself.

What upgrade are you trying to install? Your profile shows iOS 5.1.1, which is the current max iOS.
 Cheers, Tom

Print a dms document from BSP Page

Hi,
I need to send a DMS Document to the local printer directly with out opening it in SAP BSP.
I was able to download it to Desktop. but requirement is to send it directly to the printer.
Please help..
Thanks..

Hi,
I need to send a DMS Document to the local printer directly with out opening it in SAP BSP.
I was able to download it to Desktop. but requirement is to send it directly to the printer.
Please help..
Thanks..

How can I access xml document from javascript whithin a JSP page

how can I access xml document from javascript whithin a JSP page?
I have a JSP that receives an XML document from a JavaBean, so I can access it within the entire JSP, but I need to access it from the javascript inside the JSP... and I have no idea how i can do this.
Thanks in advance!

The solution would only work on MS IE browsers, as other browsers do not support an XML DOM.
It can be done, but you would be stuck with using the Microsoft broswer. If that is acceptable, I have some example code, and a book recommendation.

After hours of back-up, downloading and uploading...I am now updated with all the latest Mac software. However, I no longer have access to Excel and Word. Is there a way I can access my documents in either of those? Help, please.

After hours of back-up, downloading and uploading...I am now updated with all the latest Mac software. However, I no longer have access to Excel and Word. Is there a way I can access my documents in either of those? Help, please.

If you have older versions of excel and word that previously ran under the Rosetta emulator (allows PowerPC code to run on Intel system), they will no longer work with Lion.
You can use the Apple programs Pages and Numbers to access the files. They can be bought and downloaded from the App store. NeoOffice is available at http://www.neooffice.org/neojava/en/index.php which has Lion support. OpenOffice doesn't talk to Lion support, it's at http://www.openoffice.org/

Access DMS document throgh CRM

Similar Messages

Maybe you are looking for