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ICWC and SAP DMS

Former Member
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Hi all.

Searching trough the web and foruns I've read that it is possible to link a workflow to a DMS document. It is also possible more files to a DMS Document.

My question is: can I, trough ICWC, acess a workflow and any links it has and also acess/add/remove any link on the workflow?

In my case SAP R/3 is not implemented, only CRM.

I haven't been able to find any mention to this either in sdn.sap or help.sap.

Thanks in advance for your time.

JF

Message was edited by: Joaquim Fonseca

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
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Hi vee raa

Following data might help you a bit..

DMS(Document Management System) is part of PLM

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.

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.

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

Note


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 .

and for more information regarding integration of workflow and DMS...maybe this could help you a bit

http://help.sap.com/saphelp_crm50/helpdata/en/15/aea9375d79fb7de10000009b38f8cf/frameset.htm

please reward points if you find this helpful

regards

ashwin

Former Member
0 Kudos

hi,

can u throw some light on what exactly workflow is and DMS in CRM

cheers

veera

Former Member
0 Kudos

hi,

can u throw some light on what exactly workflow is and DMS in CRM

cheers

veera