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New DMS document attachment to order header - can it also be done to a task list?

With business function LOG_EAM_CI_6, you can now attach DMS documents to the order header or operation level in the 'Additional Data' tab.

Since a lot of clients use documents to list complex preventive maintenance instructions, is it also possible to attach a DMS document to a task list header (or operation) and have it show up in the new 'Additional Data' screen area of the resulting order (using a maintenance item/plan to generate the order)? Or do we still have to use the task list operation PRT functionality and have it show up in the order's operation PRT?

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2 Answers

  • Best Answer
    Sep 10, 2014 at 06:00 AM

    Hi Arthur

    As Former Memberwrote, standard DMS/Task Lists do not allow you to attach Task Lists but you may develop extensions to the standard Document Info Record Objects... The problem with Task Lists is you have three fields that are used for identification (Type/Group/Counter). This might be a little bit tricky but by using DMS object link classifications (for some of these fields) maybe you can extend the DIR attachments to involve Task Lists. If you try and succeed in doing that, please update this forum.

    Cheers

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    • Hello

      the documents should be transfered from Task List to Order.

      Please check if these document types are allowed in Order Header operation as well in Task List header operation.. This has to match otherwise they are not transfered

      regards

      Stephan

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    Former Member
    Sep 10, 2014 at 05:34 AM

    I doubt that documents can be assigned to task list using above mentioned business function.

    You have to use PRT documents for task list or you can assign the documents to Technical objects, so that those can be brought to Maintenance order.

    Else, documents should be only assigned manually in Maintenance order.

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