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Attach a checklist in email & send to vendors (PM)

ninad_narad
Active Participant
0 Kudos

Hello Experts,

My requirement is that a checklist(in excel file) should be send to partners maintained in the equipment master.

Currently we have a Z program to trigger a email for the notification & orders created for particular set of equipment. The mails are triggered to all partners(Table IHPA) maintained in the equipment master.

Now addition to this email we have requirement to send a checklist attached to these mails. This checklist is common for all the equipment. I don't want to hard code this as this checklist may change in the future.How can this be achieved?

Regards,

Ninad

Accepted Solutions (0)

Answers (2)

Answers (2)

NTeunckens
Active Contributor
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I feel this is more ABAP-related than EAM / PM? (Because : Custom program already developed, but additional Requirements ...)

If not, than please elaborate more (What Document Format / Stored inside SAP or not / GOS-Object / ...?) on how you see this within PM-Flow ...

ninad_narad
Active Participant
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Hello Nic,

I am not sure where to maintain this excel file. I want it linked to the equipment or an maintenance plan.

hence I raised this query in EAM/PM.

I want this document to be stored in SAP itself.

Ninad

NTeunckens
Active Contributor
0 Kudos

By Storing your Document in SAP, you use SAP DMS ... Do you intend to use GOS?

Check the following Resources :

  • SAP Blog "DMS to Technical Objects" : link
  • Similar Questions : link / link (Web-UI for PLM) / link (Maint.Plan)


After deciding on What Object your Document(s) are Linked to (Equipmen / Maint.Plan) you can get into the ABAP Development Phase ...

ninad_narad
Active Participant
0 Kudos

Hello,

I think i will have to use GOS or DMS.

For GOS I am trying to attach the document in the equipment master but I cant see any options.

Maybe there is something missing in my custo.

Can you help me with this?

I click on

& then i get this.

Regards,

Ninad

peter_atkin
Active Contributor
0 Kudos

Ninad

You would need to amend the z-program to add this checklist as an Excel attachment to the email. Its pretty straight forward for a developer..

You could create a standard text (SO10/CA10) which could include the checklist items. This way you can amned the checklist without having to change the z-program. Alternatively you could link an Excel document to the equipment (DMS or GOS) and attach this file to the email.

It all depends on what is contained in this checklist?

PeteA

ninad_narad
Active Participant
0 Kudos

Hello Peter,

Creating a standard text looks like a feasible option.

The checklist contains steps to inspect the tools.

Will try this option & will let you know.

Regards,

Ninad

ninad_narad
Active Participant
0 Kudos

Hello,

I think i will have to use GOS or DMS.

For GOS I am trying to attach the document in the equipment master but I cant see any options.

Maybe there is something missing in my custo.

Can you help me with this?

I click on

& then i get this.

Regards,

Ninad