Finding Documents

Objective

After completing this lesson, you will be able to find documents with different search scenarios

Searching a Document

Document Search

If you do not remember a document number, you can search for documents using either the standard matchcode or a dedicated search transaction.

Now let's have a look at the search possibilities.

Document Search via CV04N

HANA Search

The HANA search in the SAP Fiori launchpad enables cross-object document searches. It offers:

  • Easy access of search fields from every page

  • Support for "wildcard" characters

  • Ability to filter search results

Limitations

A few things to consider before you search for any DIR:

  • Object link search for documents is not supported on the following objects:

    • Documents associated to a material BOM

    • Documents associated to a product structure node

    • Documents associated to a product structure variant

  • When displaying search results, you can further narrow them down using filters. From the results list, you can navigate to different applications depending on the search method used.

Product Structure Browser

You have created several master data objects for your forklift prototype in SAP. Most of this master data is related to the material. The material may have linked documents, be classified, or serve as the header material for bills of material and routings.

This related master data can be displayed together in a single view using the Product Structure Browser.

Work with document search

Introduction

If you have created a large number of documents in the SAP system and want to modify them at a later stage, you may no longer remember the document numbers.

For this reason, several options are available for searching for documents. You can use the classic matchcode search or execute a dedicated document search transaction.

You can also use the SAP HANA search from the SAP Fiori launchpad. In this case, you enter search terms, and the relevant documents are returned across different object types.

Finally, you can use the Product Structure Browser. This tool allows you to display all object dependencies on a single screen, including related documents.

Task 1: Search Documents

To search for existing documents, a dedicated search transaction is available. This transaction provides various search options, such as filtering by responsible person, document status, or related object links.

Watch the following video to learn how document search is performed.

Task 2: Search with the HANA search

Since you are working with the SAP Fiori launchpad, the HANA-based search is available. You can use this search either across multiple object types or specifically for a single object type, such as the document info record. Simply enter search terms that appear in the document metadata or file name.

Watch the following video to see how the HANA-based document search works..

Task 3: Evaluate Documents within Product Structure Browser

You can use the Product Structure Browser to visualize the object dependencies of a material. This includes bills of material (BOMs) as well as routings. Documents are linked to all of these related objects.

Watch the following video to see how object dependencies are displayed in the Product Structure Browser and how the role of documents becomes visible in this context.