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Author's profile photo Debjyoti Guha

DMS Integration ~ Classic PI-Sheet & Execution Steps (XSteps)

Configuring DMS Integration – Classic PI-Sheet

  • Define Process Instruction Category to accommodate Document Management System
  • Use PI Assistant for setting up the Process Instruction Category
  • Execute configurable transaction O12C

  • Select relevant Instruction Category & click PI assistant

Hit ‘Enter’ set import parameter values as per requirement

Adopt the changes made to settings for the relevant Process Instruction Category by clicking Adopt or (F8)

Review the characteristics assigned to the Process Instruction Category

  • Characteristics assigned to the Process Instruction Category via Adopt

  • Execute configurable transaction to update Document Status to integrate with Digital Signature

Release  Document – SAP Easy Access → SAP Menu → Logistics → Central Functions → Document Management System → Document → Change (Transaction CV02N)

  • Post release of the document, the date & log gets updated

  • Assignment of relevant DIR to Master Recipe via Process Instruction to relevant phase

  • Update relevant document number as shown below

  • Simulate relevant Process Instruction

  • On successful simulation, save the Master Recipe

Integration of DMS – Execution Steps (XSteps)

  • Access Standard XStep Repository via transaction CMXSV (Plant-Specific)


  • Access Cross-Plant Standard XStep Repository via transaction CMXSVN

  • Some of the standard PI-Characteristics linked to DMS
  1. Document Number – PPPI_DMS_DOCUMENT_NUMBER
  2. Document Type – PPPI_DMS_DOCUMENT_TYPE
  3. Document Part – PPPI_DMS_DOCUMENT_PART
  4. Document Version – PPPI_DMS_DOCUMENT_VERSION

  • Long text can be inserted in Output as shown below

  • Structuring XStep tree to house DMS

  • Real-Time PI-Sheet display for Process Order, post integration with Master Recipe

I hope, the above information was helpful



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      Author's profile photo Former Member
      Former Member


      Good Information.

      Can we maintain Document Type wise authorizations ?

      If a material has tow Documents *.PDF & *.DWG only PDF can be accessed through MM03>Additional Data.

      Author's profile photo Santosh Mathew
      Santosh Mathew

      Great Work Debjyoti!