Configuring Document Types and Workstation Applications

In complex sourcing projects, the buyer or supplier side may need to provide additional information for the quotation, for example, technical descriptions, technical drawings, or cost breakdowns. To enable this feature, you need to create document types that will be allowed as attachments in the process.

The Document Management System (DMS) is mainly responsible for storing and managing documents.

First, create following document types: SL1, SL9, QC1, QC2, QC3, and QC4. The document types should be set up as shown.

Once the definition of DMS document types is completed, you can maintain object link descriptions. Maintain the descriptions in all languages in which you will use direct materials sourcing.

DMS document types need to be linked to objects. Choose the document type and add the related object and screen number.

HDM Activation provides a harmonized approach to document management (attachments).

First, all attachment object types need to be added and activated. Activate following attachment object types

• SOURCINGPROJECT
• SOURCINGPROJECTITEM
• SOURCINGPROJECTQUOTATION
• SOURCINGPROJECTQUOTATION
• SRCGPROJECTAWARDINGSCENARIO
• CENTRALPURCHASECONTRACT

Activate Document Frameworks for attachment objects and choose a document framework for each attachment object. Choosing DMS Document Management System means that the document will be stored in the DMS.

Later, you can define default document types per attachment object type.

By activating the business feature for attachment count, you can achieve more efficient, consistent and compliant document management across different applications and systems.

Activate the following business feature: SOURCINGPROJECTATTACHMENTCOUNT.

In this customizing, you define workstation applications for attachments.

You need to define two workstation applications: BIN and URL.