ProNovia SAP DocumentManagementClient

Transcription

User Manual
pro ovia
Product Lifecycle Management
ProNovia AG, P.O. Box, CH-8180 Bülach
ProNovia SAP DocumentManagementClient V2.2
User Manual
Document Information
Intended for
→ SAP PLM User
→ SAP PLM Consultant
Validity
Version / Date of Issue
A.01 / 10.05.2012
This version replaces all former versions
Valid until
Release of a new version
General
ProNovia SAP PLM Product
Product-Version
V2.2
Classification
Document Type
ProNovia SAP PLM Product Documentation
Document classification
no classification
Creation / Release
Author of document
Marc Wampfler / Christian Gradolf / Frauke Böni / Sascha Oehler
Release of document
Christian Gradolf
Filing
Electronically
acc. ProNovia guideline: ProNovia Documentation
Physically
no filing
Version-History
Initiator / Reason of change
A.00
A.01
First English version (German Version A.04), 29.03.2012
Issue for version 2.2
Copyright Remarks
Copyright ProNovia AG 2011-2012. All rights preserved. Subject to change.
→ Microsoft is a registered trademark of Microsoft Corporation.
→ SAP and SAP.com is a registered trademark of SAP AG.
→ ProNovia is a registered trademark of ProNovia AG.
User Manual
Table of Content
1
Preface ................................................................................................ 5
1.1
1.2
1.3
1.4
1.5
Document Content .......................................................................................................5
Additional Documents ..................................................................................................5
Requirements ..............................................................................................................5
Abbreviations ...............................................................................................................5
Document Symbols ......................................................................................................6
2
Introduction ........................................................................................ 7
2.1
2.2
ProNovia SAP DocumentManagementClient ..............................................................7
Widgets ........................................................................................................................7
3
ProNovia SAP DocumentManagementClient................................... 8
3.1
3.2
3.2.1
3.2.1.1
3.2.1.2
3.3
3.3.1
3.3.1.1
3.3.1.2
3.3.1.3
3.3.1.4
3.3.1.5
3.3.1.6
3.3.1.7
3.4
3.4.1
3.4.1.1
3.4.1.2
3.4.1.3
3.4.1.4
3.4.2
3.4.3
3.4.4
3.5
3.6
3.6.1
3.6.1.1
3.6.1.2
3.6.1.3
3.6.1.4
3.6.1.5
3.6.1.6
3.6.1.7
3.6.1.8
3.6.1.9
3.6.1.10
Start .............................................................................................................................8
Interface .......................................................................................................................9
Push Buttons .............................................................................................................10
SAP Application Tool Bar ..........................................................................................10
Widgets ......................................................................................................................10
Menu Bar ...................................................................................................................13
Menu Item „Application“ .............................................................................................13
Change User Interface Definition ..............................................................................13
User Settings .............................................................................................................14
UI Layout Manager ....................................................................................................14
Set validity..................................................................................................................14
Structure Area On/Off ................................................................................................14
Save ...........................................................................................................................14
Exit .............................................................................................................................15
General Functions .....................................................................................................15
Personal Settings .......................................................................................................15
General ......................................................................................................................15
Document...................................................................................................................18
Classification ..............................................................................................................21
BOM / Usage .............................................................................................................22
UI Layout Manager ....................................................................................................25
Management of Tree Display Layouts .......................................................................26
Definition of Validity ...................................................................................................27
General Context Menu Functions ..............................................................................29
Drag & Drop ...............................................................................................................29
Actions .......................................................................................................................30
Add / Move Document to DMC Folder structure........................................................30
“Copy” Document to DMC Folder ..............................................................................30
Moving a DMC folder .................................................................................................31
Attach Original to Document Info Record ..................................................................31
“Copy” Original to DMC Folder ..................................................................................31
Copy Original to Local File System ...........................................................................31
Move/Copy Local File ................................................................................................31
Add local file to Document Info Record .....................................................................32
New Document with Local File in DMC Folder ..........................................................32
Creation of an Object Link .........................................................................................32
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3.6.1.11
Add Objects to a Selection List ..................................................................................33
4
Widgets ............................................................................................. 34
4.1
4.1.1
4.1.2
4.2
4.2.1
4.2.2
4.3
4.3.1
4.3.2
4.3.3
4.4
4.4.1
4.4.2
4.5
4.5.1
4.5.2
4.6
4.6.1
4.6.2
4.7
4.7.1
4.7.2
4.8
4.8.1
4.8.2
4.9
4.9.1
4.9.2
4.10
4.10.1
4.10.2
4.11
4.11.1
4.12
4.12.1
4.12.2
4.13
4.13.1
4.13.2
4.13.3
Widget «Selection list» ..............................................................................................34
Content ......................................................................................................................34
Context Menu ............................................................................................................34
Widget «DMC Browser» ............................................................................................38
Content ......................................................................................................................38
Context Menu ............................................................................................................39
Widget «DMC Browser: Folder» ................................................................................39
Content ......................................................................................................................39
Context Menu ............................................................................................................40
Push buttons ..............................................................................................................41
Widget «File-Explorer» ..............................................................................................42
Content ......................................................................................................................42
Context Menu ............................................................................................................42
Widget «File-Explorer: Folder» ..................................................................................43
Content ......................................................................................................................43
Context Menu ............................................................................................................43
Widget «Document Templates» ................................................................................44
Content ......................................................................................................................44
Context Menu ............................................................................................................44
Widget «Document in Work» .....................................................................................45
Content ......................................................................................................................45
Context Menu ............................................................................................................45
Widget «Document-Structure/Usage» .......................................................................46
Content ......................................................................................................................46
Context Menu ............................................................................................................46
Widget « SAP Functions» ..........................................................................................47
Content ......................................................................................................................47
Context Menu ............................................................................................................47
Widget «Document-Data» .........................................................................................48
Content ......................................................................................................................48
Note ...........................................................................................................................48
Widget «Document-Status Net» ................................................................................49
Content ......................................................................................................................49
Widget «Originals» ....................................................................................................49
Content ......................................................................................................................49
Context Menu ............................................................................................................50
Widget «Additional Document Information» ..............................................................51
Content ......................................................................................................................51
Context Menu ............................................................................................................51
Information to Object Links ........................................................................................53
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1
1.1
Preface
Document Content
This
document
describes
DocumentManagementClient.

the
general
application
and
use
of
ProNovia
SAP
The description is based on a ProNovia SAP DocumentManagementClient regardless the
application field, processes, modifications and enhancements.
Therefor all information given must be regarded in general and can be developed differently
in your company.
Please regard specific rules and workflows regarding application, process and data, which
are valid in your company.
1.2
Additional Documents
All relevant and available documents for the ProNovia SAP DocumentManagementClient can be
found on the ProNovia homepage (www.pronovia.com  Quick Links -> Downloads).
Release Notes are available online on the ProNovia Support Center: http://support.pronovia.ch 
Knowledgebase.
1.3
Requirements
► ProNovia SAP Client Framework and ProNovia SAP DocumentManagementClient must be
installed and customized correctly on your system.
► To run ProNovia SAP DocumentManagementClient a valid license is required.
► The user must own the authorizations necessary to execute ProNovia SAP
► For the execution of SAP PLM transactions and programs, triggered by ProNovia SAP
DocumentManagementClient, the user must have the required SAP PLM – authorizations to
handle the objects.
1.4
Abbreviations
References to other ProNovia SAP PLM products are made in this manual. These are optional, and
must not be installed on your system. The usage of these products is not described in this manual.
DMC
PCF
ProNovia SAP Client Framework
PLC
ProNovia SAP PLM Client
SDF
ProNovia SAP DMS FrameWork
UTI
ProNovia Basic Library
Additional reference to document „ProNovia SAP PLM Glossar“.
All documents to the above listed programs can be found on the ProNovia homepage
(www.pronovia.com  Quick Links -> Downloads).
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1.5
Document Symbols
In this document the following symbols may be used:

Important or critical hint, to pay special attention to.

Additional information.

BusinessAddIns (BAdi) are available. They are described in document ProNovia SAP
DocumentManagementClient, Integration and Enhancement.

Function protected by SAP authorization. For more details please refer to document ProNovia
SAP DocumentManagementClient, Integration and Enhancement.
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2
2.1
Introduction
ProNovia SAP DocumentManagementClient enables users to file, search or edit documents in a very
simple and intuitive way. The documents can be filed efficiently with drag & drop functions in folders or
assigned to any other SAP objects. The user interface consists of different object related sub screens
(so-called widgets, see also 2.2, Widgets), which can be configured acc. to specific customer and user
requirements.
2.2
Widgets
A widget stands for flexible, independent reusable screen sections with object specific and context
sensitive functionality.
A widget
► provides specific information
► offers functions for its content
► is able to interact with other widgets (within the same ProNovia product).
→ e.g. when a file is moved from widget File Explorer into widget DMC-Browser by drag & drop, a
document info record will be created in a SAP DMS structure.
► can be displayed individually and customer specifically on the screen (maximize, minimize, restore,
close, position, „freeze“ content etc.).
Compared to PCF’s user interfaces with tabs and sub screens (e.g. ProNovia SAP PLM Client)
interfaces with widgets are not predefined, but can be adjusted individually. Widgets are not controlled
by a standard sequence control like Dynpros; they are reacting individually on events. These events
can be linked to certain layouts. This way always suitable widgets will be provided for the user
depending on the application.
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3
3.1
Start
To start ProNovia SAP DocumentManagementClient the following transactions are available:
/PRONOVIA/DMC
/PRONOVIA/DMC1, /PRONOVIA/DMC2, …, /PRONOVIA/DMC9
Transaction /PRONOVIA/DMC is used exemplarily.

Transactions from a reserved name space in the SAP command field must begin with /N.
Using SAP Easy Access menu no prefix is necessary.
SAP command field
SAP Easy Access
menu
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Interface
3.2
After the transaction has been called, the ProNovia SAP DocumentManagementClient interface
appears, whereas layout and content can be designed individually.

The print screens used in this user manual may not be identical with your client specific
implementation.
The user interface of ProNovia SAP DocumentManagementClient is divided into the following
sections:
Section
Description
1
Menu bar
Menu functions for ProNovia SAP DocumentManagementClient.
2
Function bar
Push buttons for general functions.
3
Left screen section
User-defined arrangement of widgets acc. to customizing or personal
settings of the UI Layout Managers.
4
Right screen section
User-defined arrangement of widgets acc. to customizing or personal
settings of the UI Layout Managers.
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3.2.1 Push Buttons
3.2.1.1
SAP Application Tool Bar
The following push buttons are available in the application tool bar:
Push Button
Description
Show or hide left screen section, see also chapter 3.2, Interface.
Add current objects to favorites.
Load an object from favorites list.
Delete current object from favorites list.
Refresh data of current widgets.
Definition of validity for explosion of usage and structures.
User specific settings of the ProNovia SAP DocumentManagementClient
display see also 3.4.1, Personal Settings.
Allows switching between predefined interface definitions.

3.2.1.2
Function only available if several interface definitions are assigned
to a certain transaction.
Widgets
In the following chapter the widgets push buttons are explained. Not all push buttons are available for
all widgets and can be hidden or shown, depending on the current state.
Push
Button
Description
Fix content
The content of the widget will be fixed, this way changes in other widgets will have no
influence on the content of this one.
Example:
► The display of the document BOM and its use in widget Document Structure/Usage
will not be refreshed, when another document info record is selected in widget
DMC-Browser: Folder.
► The content display of a node will not be changed in Widget DMC-Browser: Folder,
even when another node is selected in Widget DMC-Browser.
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Push
Button
Description
Release content
The fixation as described above will be released.
Minimize
Widget will be minimized.
Maximize
Widget will be maximized. All other widgets will be hidden.
Restore
Restores widget back to its normal state after it has been minimized or maximized.
Show all data
Deactivates all filter.
Activate data filter
Selection will be filtered acc. customizing definition.
Search
Widget Selection „Objects“
Calls SAP standard document search CV04N. Search result can be transferred to
widget Selection „Objects”.
1)
Widget DMC-Browser: Folder *
Searches all active nodes for the search term. Nodes as well as file names will be
found.
1)
Widget File Explorer: Folder *
Searches all active folders for the search term. Folders as well as file names will be
found.
1)
Widget Originals *
Searches active document info records for originals with the search term.
1)
*
A mask sign * will be added automatically before and after the search tern.
Example search term:
Search result for oje: project, projector, Boje, Ojemine…
Show folder
Shows folder objects (DMC-Browser folder and File-Explorer Folder) of current
selection list.
Show selection list
Shows objects which are not folder object in the active selection list.
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Push
Button
Description
Change
Document and class data of the current document info record can be changed.
Create
A new document info record will be created.
Create with template
A new document info record will be created, whereat the active document info record
will be used as template. In case the document info record is listed in a DMC browser
folder, a popup will appear and the user can decide whether the new document info
record shall be listed in in the same folder, too.
New version
A new version will be created for the active document info record.
In case the document info record is in a DMC structure, a dialog can be predefined in
the customizing settings, how the version in the DMC structure node shall be
registered.
Occasionally a default behavior acc. to customizing will be applied without dialog.
Delete
The usages in the DMC structures will be deleted and the document info record will be
marked for deletion.
Assign class
SAP standard search dialog for classes allows assignment of classes to the active
document info record.
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Push
Button
Description
Remove class
A class which is assigned to a document info record can be removed. The class to be
removed can be selected in a dialog.

SAP DMS standard class cannot be removed.
Save
Save the created or changed document.
Cancel
Stop changing the current document data. All changes will be lost. The command must
be confirmed.
Add a characteristic (Only for multivalued characteristics).
Remove a characteristic (Only for multivalued characteristics).
3.3
Menu Bar
The following functions are available on the menu bar of ProNovia SAP DocumentManagementClient.
3.3.1 Menu Item „Application“
The following ProNovia SAP DocumentManagementClient functions are available under menu item
„Application“:
3.3.1.1
Change User Interface Definition
Option
Description
Menu item
Application  change user interface definition
Push button
Function
Change of the user interface definition.
Explanation
Allows changing predefined interface definitions.

This function is only available, if more than one interface definition is
assigned to this transaction.
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3.3.1.2
User Settings
Option
Description
Menu item
Application  Personal Settings
Push button
Function
Enter personal settings.
Explanation
Allows user specific adaption of the display of the ProNovia
DocumentManagementClient. For details see also 3.4.1, Personal Settings.
3.3.1.3
SAP
UI Layout Manager
Option
Description
Menu item
Application  UI Layout Manager
Push button
Function
ProNovia SAP DocumentManagementClient Layout Manager will be started.
Explanation
Allows user specific adaption of layout and display of ProNovia SAP
DocumentManagementClient Widgets. For details see also 3.4.2, UI Layout Manager.
3.3.1.4
Set validity
Option
Description
Menu item
Application  Set validity
Push button
(The date range can be different on your display.)
Function
Defines the selection of the validity for a structure explosion.
Explanation
Allows defining the validity for the explosion of structures. For details please refer to
3.4.4, Definition of Validity.
3.3.1.5
Structure Area On/Off
Option
Description
Menu item
Application  Structure Area on/off
Push button
Function
Hide or show the left screen section.
Explanation
Hides or shows the left screen section, see also 3.2, Interface.
3.3.1.6
Save
Option
Description
Menu item
Application  Save
Push button
Function
Save
Explanation
Saves changes, e.g. after changing the document info record.
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3.3.1.7
Exit
Option
Description
Menu item
Application  Exit
Push button
None
Function
Exit
Explanation
Exits ProNovia SAP DocumentManagementClient.
General Functions
3.4
3.4.1 Personal Settings
The personal settings define the behavior of ProNovia SAP DocumentManagementClient as well as
the display of the data. The settings can be divided into the following areas:
► General
► Document
► Classification
► BOM / Usage

These settings are saved separately for each SAP user and client.
3.4.1.1
General
Control field
Function
Save selection when
ending automatically
If this option is activated, the current selection of objects will be saved
automatically when ending ProNovia SAP DocumentManagementClient.
Starting again, this selection list will be loaded again. If the option is
deactivated, an empty selection list will be loaded.
This setting influences widget Selection “Objects”.
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Control field
Function
No confirmation “quit”
If this option is activated, the message below will not appear when exiting
the ProNovia SAP DocumentManagementClient.
Option for small displays
If activated, options for small displays will be activated. The current
version provides the following options:
► Tabs which are defined specifically (client specific customizing
setting), will hide the structure area temporarily. When exiting the tab,
the structure area will be shown again (except when changing to
another tab marked identically.)

Hide initial fields
This setting has no influence
on
the
ProNovia
SAP
If deactivated, all ProNovia SAP DocumentManagementClient fields will
be shown, even when in an initial state (empty).
If activated, these fields will be hidden:
Show technical names in
function trees
If activated the technical names will also be listed in the function trees,
e.g. in widget SAP Functions.
Example:
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Control field
Function
Disable single click
(optimized drag & drop
handling)
If this option is activated, various actions will require a double click. This
results in an improved drag & drop handling, because objects, which
normally react on a single click will become drag & drop capable.
SAP EasyAccess
Depending on the settings, the technical names (transaction codes) will
be displayed or not.
This setting is relevant for widget SAP Functions.
Sort „selection“
automatically
If activated, new objects will be inserted into widget Selection „Object”
acc. the selected sorting rule. Else new objects will be added at the end of
the list.
Even with automatic sorting the selection can always be sorted differently
(context menu). But only until the next object is inserted.
Automatic check / display
of object changes
If this option is activated, changes of the data will be checked-in the
selected interval. (e.g. by status change or by other users). If changes are
found, the widgets will be refreshed.
When editing the objects, this option will always be deactivated, because
when forms are edited, no refresh is allowed.
Format of key fields
Defines the format of the key field (object key, status). Various options to
format background and font colors are available.
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3.4.1.2
Document
Control field
Function
Document key starting
with number
If this option is activated, document keys will be shown as followed:
Document number / document type / part document / document version
If this option is NOT activated the document key will be shown as
followed:
Document type / document number/ part document / document version
Shown document numbers from other applications cannot be influenced;
eventually they can be changed in their specific settings.
This setting has influence on DMC widgets, which display document data
or document lists.
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Control field
Function
Show number of linked
objects
If activated, the number of linked documents will be displayed.
Example:
If not all versions are listed because option Linked doc.vs. is activated,
(see below), the number of listed links and the total number of all links will
be indicated:

In case of a great number of object links, this option can worsen
the performance. In order to determine the total number of links,
the data must already be read, even when the node will not be
opened.
Show object status in
object links
If activated, the objects status of an object will be indicated in the object
links to and from a document info record.
Show folder type in DMC
browser
Indicates the description of a folder type to a node in the DMC browser.
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Control field
Function
Linked doc.vs.
Defines which document versions of documents linked with an object will
be listed.
Show only last version
Only the highest version of the document info record will be shown.
Show all versions
All linked document versions will be shown.
Last valid version in validity range
The highest version in the current validity range will be indicated. This is
the highest version release in this area. In brackets the absolute highest
version is indicated. In case no released version exists, the next highest
will be shown. The status icon indicates, whether the listed version is
released or not. In the example below, the first document is released, but
the highest version is version 01. For all other documents no released
versions have been found within the validity range.

This option can decrease the performance in case of numerous
object links, because much more data must be read for a validity
determination.
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3.4.1.3
Classification
Control field
Function
Display unassigned
characteristics
If this option is NOT activated, characteristics, which have not been
assigned to a document info record will not be displayed:
If this option is activated, all characteristics assigned to a class will be
displayed, even when not assigned to the current document info record:
This setting influences widget Document Data, Section Class.
Characteristic values
Class display

This
setting
has
no
influence
on
ProNovia
SAP
This setting influences the display of classes and their characteristics.
The following options are possible.
► All classes exploded
► All classes collapsed
► Standard class exploded.
Only the standard class assigned to the document (SAP DMS
customizing) will be listed.
This setting influences widget Document Data, Section Class.
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3.4.1.4
BOM / Usage
Control field
Function
Section Explode data in „Structure / Usage“ automatically
Explode data in
„Structure / Usage“
automatically
Option BOM refers to an automatic explosion of a BOM, setting Obj.
usages refers to an automatic explosion of document usages in other
structures.
This option has influence on all widgets showing structures and usages.
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Control field
Function
Section General
BOM call with change
number
Refers to function create, change or show BOM for a document object.
These functions can either be called via context menu in section
Structure/Usages on a BOM entry or with the accordant function in widget
SAP-Functions (if set up).
If this option is activated, the valid change number (if existing) will be
transferred to the BOM maintenance. The following rules will be
respected:
► Always the change number acc. to the document info record will be
used.
► When a new BOM is created, the valid change number will be
suggested.
► For display or changes:
→ In case the BOM is not history obligated, e.g. it has never before
been edited with a change number; no change number will be
suggested.
→ In case the BOM has NOT been edited with a valid change number:
● No change number will be suggested for display only.
● A valid change number will be suggested when the BOM is
edited.
→ In case the BOM has been edited with a valid change number, its
will be checked, whether changes have been made on the same
date or later with other change number. If yes, the change number
can be selected from the change numbers which have been
determined, if not, a valid change number will be suggested.
The change number is always transferred as a suggestion and can be
changed or removed in the start dialog of the maintenance transaction.
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Control field
Function
Section BOM fields „Structures / Usage“
BOM fields „Structures /
Usage““
Selection of fields of document BOMs to be displayed in the following
widgets: „Document-Structure/Usage“, “Document structure“ and
„Document Usage“.
► Item No.
► Alternative Items
► Item Category
► PRM config.type / doc.type
(ProNovia SAP DocumentManagementClient supports only the
document type.)
► Quantity / Unit
► Status
► Object description
► Position text 1 also for not text positions
► Sort string
► CAD-indicator
► Validity of position
Exemplary display only with additional Object description selected:
Exemplary display with Item no., Item category, Quantity / Unit and Object
description selected:
Exemplary display with PRM conf. type / doc.type, Status and object
description selected:
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3.4.2 UI Layout Manager
In general the layout of ProNovia SAP DocumentManagementClient is defined in the customizing
settings. These settings define the content of the left and right section, whereas the visibility and
sequence can be set individually by the user. If necessary the user specific settings can be set back to
the default settings.
Push Button
Description
Defines whether a widget shall be displayed ( ) or hidden ( ).
Changes the ranking of a widget one step up.
Changes the ranking of a widget one step down.
Closes the UI layout manager. Changes will be saved.
Resets all settings back to default settings acc. to customizing. User specific settings
will be lost. This action cannot be undone and has to be confirmed.

After changes in the customizing layout settings, it may occur, that user
specific and default setting no longer match. Then the layout must be reset
with this function.
Exit the UI layout manager and cancel changes.
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3.4.3 Management of Tree Display Layouts
For widgets showing data in a tree display with columns, different personal layouts can be managed.
All actions are accessible via the column headers.
Function
Change Layout
Change column
width
Description
Change column
order
Move the columns by clicking and holding a column title and moving it to the left or
right side.
Adjust the width of the columns by clicking the column and dragging the center
divider line to the left or right.
Context Menu Functions
Change
layout…
Filter layout…
Optimize
column width
A popup opens with following layout functions:
 Tab 1: Layout
o Maintain the column order
o Show / hide columns (the hierarchy column mustn’t be hidden!)
 Tab 2: Order
o To sort the columns
A popup opens with following layout functions:
 Tab 1: Filtercol. (no Func.
o This tab serves only as ‘column holder’ and offers no functionality.
Please don’t use this tab to maintain hidden columns/order of the
columns, but use tab 1 of the “Change layout…” function instead.
o Show / hide columns (the hierarchy column mustn’t be hidden!)
 Tab 2: Filter
o Apply a filter on the columns. In widgets with hierarchically more than one
different objects shown, each object and column gets an own entry. This
way it is possible to apply filter to a specific object in a column rather than
apply the filter on the whole column.
The visible columns get their width optimized. Each column will receive a width so
that every text (including the header text) is visible completely.
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Choose layout
directly
If there are some layouts saved/available for the current user, those layouts are
shown as a list in this submenu. One can choose a layout from the list and it gets
applied to the widget. The layout with a leading point is the momentarily displayed
one. If no layout for the current user is found, the submenu will be suppressed.

Select layout…
Save layout…
Manage
layout…
If layouts have been created in another language, but not translated, these
layouts can’t be shown here! Because of that it is important zu apply the
descriptions of all layouts in all languages used on the system. All layouts
will be shown under following menu point „Select layout…“ (Technical
names will be shown there also.)
Creates a popup with all layouts available for the user to choose from.
Der current layout can be saved with a name free chooseable.
Layout = technical Name/ Identifier
If the user owns the according authorization, he can save the layout for all users
(Unmark the field User-specific).
This function opens another window, in which all layouts for the actual widget can
be managed. Some of the options are e.g. set a standard layout, delete layouts,
etc.

To manage global layouts and to set the standard global layout, the
following authorization is needed: Activity 23 in authorization object
S_ALV_LAYO.
3.4.4 Definition of Validity
The explosion and display of a document BOM is always based on the temporal validity.
This influences the following ProNovia SAP DocumentManagementClient widgets:
► Document structure/ Usage
► Document structure
► Document usage
The defined validity range will be saved in the user data of ProNovia
DocumentManagementClient and will be set accordingly at the next start.
SAP
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This function allows defining the validity. The following options are provided:
(Highest) validity for respective object
The validity for the chosen object will be selected. In case more than one validity is possible (e.g.
different document versions) the highest validity is determined. Any object change also determines the
validity again. For objects without validity, the Valid to will be set to 31.12.9999. Any object change will
also redefine the validity.
Specify validity range
The validity range can be defined and structures and usages will be detected within this date range.
Selecting this option, it will remain valid until the next reset. An object change has no influence on the
selected validity.
Select validity range using object
After selecting this option and confirmation of the dialog, in a next dialog all revisions / versions to this
object will be listed for selection:
The validity range will be determined acc. to the selected revision and version. Valid from: acc.
display, Valid to = next higher revision / version minus one day.
In the example above (selection of the marked line), the validity range would be 01.06.2010 –
02.06.2010.
If the validity is set with this option it will be active until a reset. Any object change has no influence on
the selected validity.
Current date (effective date)
The validity range will be set on the current date, e.g. the “Valid from” and “Valid to” date are set
equally (effective date).
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General Context Menu Functions
3.5
Subsequently, the general context menu functions as provided for most context menus will be
explained. Widget specific context menu functions will be described in the chapters about the
respective widgets.
Menu Item
Description
Add to selection
Adds objects (e.g. node, document info record, original etc.) to widget Selection.
For more details see also, 3.6.1.11, Add Objects to a Selection List
Copy text
Copies current marked text to the workstation buffer.
Drag & Drop
3.6
Objects and structures which are supported by ProNovia SAP DocumentManagementClient can be
moved from one widget to another with drag & drop. This can cause additional actions, such as the
creation of a new document info record, or creation and assignment of a new document original to an
existing document info record etc.
As soon as any object has been „grabbed“ by the mouse, the cursor changes, depending whether the
element supports the „drop-function“.
Drag & Drop Action is possible. The object can be moved. Using the Ctrl-key simultaneously,
the object will be copied.
Drag & Drop Action is possible. The plus symbol stands for a „copy“ process.
Drop is not possible.
All possible actions depend on the initial object and can be influenced by simultaneous use of the Ctrlkey. Some object require an active use of the Ctrl-key to initiate a copy process , other objects will
automatically be copied.

The principle of „move“ and „copy“ has to be understood in a figurative sense. When moving an
object, it will actually be moved, whereas copying means the original object will not be changed,
, but a reference will be created (e.g. object link).
Drag
Drop
Action
Document
DMC folder
Moves the document or inserts it.
Ctrl-key: Document can be used as template for a new
document or document will be multiply stored.
See 3.6.1.1 and 3.6.1.2.
DMC folder
DMC folder
Moves the DMC folder.
See 3.6.1.3.
Original,
SDF template
Document
Copies the original /SDF template and links it to the
document.
See 3.6.1.4.
Original,
SDF template
DMC folder
Creates a new document and attaches the original /
SDF template.
See 3.6.1.5.
Original
Local directory
Local drive
Copies the original to the local directory.
See 3.6.1.6.
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Local File
Local directory
Local drive
Moves the file to the directory.
Ctrl-Key: Copies the file to the target directory.
See 3.6.1.7.
Local File
Document
Attaches the local file to the document.
See 3.6.1.8.
Local File
DMC folder
Creates a local document and attached the file to the
document.
See 3.6.1.9.
SAP Object
Object link (Document)
Creates an object link for the SAP objects in the
document. This action is only available in widget
Additional information (See 4.13).
See 3.6.1.10.
SAP Object,
DMC Object
Object selection
The widget Object selection is a container for all object
types. With action „Drop“, the objects will be added to
the object selection.
See 3.6.1.11.
3.6.1 Actions
3.6.1.1
Add / Move Document to DMC Folder structure
The selected document info record will be added to the DMS structure (or moved if it already is filed in
another folder).
In case the target folder has been restricted, concerning document types allowed, this message will
appear, if the document cannot be inserted.
3.6.1.2
“Copy” Document to DMC Folder
When using the Ctrl-key simultaneously, the document info record will either be copied (created with
template) or a document link will be created. The following query will appear:
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► Create a copy and insert it.
The document info record will be used as template and the create mask will be opened. The newly
created document info record will be stored in the folder.
► Create a new document link.
The document info record will not be deleted from the current folder. Instead a document link will
be created, referring to the main entry of this document info record. This way it is possible to store
one document info record in various folders.
3.6.1.3
Moving a DMC folder
Moves a DMC folder to another folder. This action has no impact on the consisting files and folders
(heritage of characteristics) various requirements must be fulfilled before the moving process is
allowed.
►
►
►
►
The folder type of the folder to be moved must be allowed in the target folder.
The target folder must allow the same sub folder types as the folder to be moved.
The target folder allows inheriting maximum the same characteristics as in the folder to be moved.
The characteristic values of the characteristics to be inherited must match completely.
If one requirement is not fulfilled, a specific warning will appear, e.g.:
For more details please refer to the long text (button
3.6.1.4
).
Attach Original to Document Info Record
If an original of an existing document info record is “dropped” onto another document info record, the
original will be copied and attached to the document info record.
3.6.1.5
“Copy” Original to DMC Folder
An original of an existing document info record can be copied to a DMC folder. A new document info
record will be created and the original will be attached to the new document info record.
3.6.1.6
Copy Original to Local File System
If an original will be dropped on a local drive or directory, a copy of the original file will be copied in the
selected storage resource.
3.6.1.7
Move/Copy Local File
This moves a local file into another local directory. Using the Ctrl-key, a copy of the local file will be
created.
If a file moved already exists in the target directory a confirmation prompt appears.
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When copying the file, it will also be checked if the file already exists. If yes, suffix “- copy” will be
added to the file name.
3.6.1.8
Add local file to Document Info Record
If a local file is dropped a document info record , the local file will be added to the document and
checked-in. A query will ask whether file shall be copied or moved.
If the file is moved, it will be deleted from the local directory after it has been checked-in.
3.6.1.9
New Document with Local File in DMC Folder
If a local file is dropped on a DMC folder, a new document info record will be created and the local file
will be attached to the new document info record. See also 3.6.1.8, Add local file to Document Info
Record.
3.6.1.10
Creation of an Object Link
The selected object is linked with the current document info record.
Example: A document info record from widget „Selection „Objects“ is linked with an active document
info record. The object must be filed on the node „object links“.
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
Only a selection of object links which have been defined in the SAP DMS can be created in
DMC. For more details refer to 4.13.3, Information to Object Links.
After a successful linkage it will be displayed.
3.6.1.11
Add Objects to a Selection List
This function adds the objects (e.g. node, document info record, original etc.) to the widget “Selection
list”. In case a structure (DMC structure, document structure) is added the following option must be
defined in a dialog:
► if only the object of the current node shall be dropped
► or all entries of the next lower level shall be dropped.
Example: A document structure is moved with drag & drop from the widget Document Structure into
the widget Selection „Objects“. The following option has been defined “All entries of next lower level
(structure)”. This way the documents of the BOM position will be dropped to the selection:
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4
Widgets
In the following the specific characteristics of possible ProNovia SAP DocumentManagementClient
widgets are described. General functions and interactions have already been explained in previous
chapters.
4.1
Widget «Selection list»
4.1.1 Content
Widget Selection list offers possibilities to collect, display and save objects and folders in list form.
These lists can be
► saved and loaded.
► available for private or public use.
► sent by SAP Mail.
► built from files and MSC selections.
Objects and folders are presented in different sections. Sections can be switched with function icon
and . While saving or loading both sections are handled together.
Filter options which have been set will be applied when filter symbol
is displayed. A click on this
function icon deactivates the filter.
4.1.2 Context Menu
With the context menu (right mouse key) on an entry in a selection list the following functions will be
provided:
Menu Item
Description
For Context Menu functions, which are not described see also chapter 3.5, General Context Menu
Functions.
Sort
The selection list is sorted acc. the selected criteria. The selection list can also
be sorted automatically, see 3.4.1.1, General  Sort „selection“ automatically.
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Menu Item
Description
Remove entry
Removes the selected object directly from the selection list without any further
confirmation.
Delete list
All objects will be deleted directly from the list without further confirmation.
Afterwards the selection list will appear empty. This function only deletes the
displayed section part (objects or folders).
This function does not delete selection lists which have been saved.
Load selection
Depending on the last loaded selection and the changes, one of the above
indicated options will be provided. Depending on the chosen option one of the
selections will be loaded.
Option Load last automatically saved selection…
The last automatically saved selection will be loaded unchanged.
Option Load selection…
The selection list to be loaded can be chosen from a selection.
Option Get selection from file…
Allows loading a selection of objects, the keys are saved in a text files. In
chapter 4.1.2.1.1, Generate Selection with a Text File, the format of the file
content is described.
Option Import MSC material / document selection…
This option allows importing and displaying objects, which are saved in a
ProNovia SAP PLM StructureControl (MSC) selection.
Only available when MSC is installed on the system. With default MSC selection
a selection can be chosen. All included objects (material master records and
document info records) will be transferred to the ProNovia SAP
DocumentManagementClient selection list.
Save selection
Depending on the last loaded selection and the changes, the following option will
be provided:
► Save the current selection, which will also be saved automatically when
exiting ProNovia SAP DocumentManagementClient (only if changes have
been made).
► Overwrite the last loaded selection with the current selection. (Only if an own
selection was loaded and changed).
► Save to a selection which can be chosen or defined.
Tipp:
It is possible to save personal or general selection lists.
► Personal selection lists can be loaded, updated or deleted by the originator.
► General selection lists can be loaded by all users. Deleting and changing is
only possible for the originator.
A selection list is uniquely identified by its description and type.
A selection list can also be assigned to a laboratory/office or its use can be
restricted by an authorization group. In order to set a certain authorization group
special authorizations must be available, too.
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Menu Item
Description
Send selection…
Allows sending a ProNovia SAP DocumentManagementClient Selection list with
SAPMail to other users. However not the list, only the identification will be sent.
Only public selection lists can be sent.
The selection list to send must be chosen in a dialog. If the current selection can
be sent, it will be proposed.
Delete selection…
Maintain selection
types…
4.1.2.1.1
After selecting the list, the SAPMail dialog will start.
The
receiver
of
the
mail
can
start
the
ProNovia
SAP
DocumentManagementClient and load the selection list directly by clicking on
the object symbol added to the message. But only if the user has authorization
for an interface that fits the selection list.
A selection list can be selected for deletion. After a confirmation the selection list
will be deleted. Only personal lists can be deleted, or if special authorizations
are available.
Calls maintenance dialog for selection list types. Requires special authorization.
Generate Selection with a Text File
If a selection list shall be generated by means of a text file, the content must follow the format as
described below.
General Configuration
[<SAP Object type 1>]
<Object key 1>
<Object key 2>
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...
<Object key n>
[<SAP Object type n>]
...
If no object type is defined ahead of the first object, the objects will be checked according to the
current object of the ProNovia SAP DocumentManagementClient user interface.
Below a list with all supported SAP object types.. As a separator (</>) for keys with several parts, the
following strings are allowed: „;“ (semicolon), „/“ or tab.
Object
type
Description
Key
AENR
Change master
record
<change number>
CRHD
Work center
<plant></><work center>
DRAW
Document info
record
<type></><number></><part document></><version>
or
<type></><number></><part document>
Without <Version> the highest version is determined.
EQUI
Equipment
<Equipment No>
IFLOT
Functional Location
<Functional location>
MARA
Material master
record
<Material number>
PLKO
Plan
<Plan type></><Plan group></>< Plan group counter>
PROJ
Project definition
<Project number>
PRPS
PSP-Element
<PSP-Element No>
Example file to create a selection list:
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4.2
Widget «DMC Browser»
4.2.1 Content
The Widget DMC Browser offers possibilities to create and display objects as folders or nodes. Also
personal DMC folder favorites will be displayed in this folder. Folders are document info records, and
map the DMC structure with document BOMs.
Folders/nodes:
► can be created
► can be nested
► can be moved in the structure
► include document objects as content in the folder
► can be defined as favorites or removed.
In case the filter function has been activated, only the favorites will be displayed and the personal as
well as the general tree will be hidden.
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4.2.2 Context Menu
Menu Item
Description
For Context Menu functions which are not described see also chapter 3.5, General Context Menu
Functions.
New document
Creates a new document info record which will be added to this node.
New folder
Creates a new folder, the new name must be defined.
Delete folder
Deletes a node after confirmation.
Show folderdocument
Add to favorites
Shows document data for this document node.
Remove from
favorites
Copy text
4.3
The folder will be added to the favorites.
The selected item will be removed from the favorites of the DMC Browsers.
Copies object short text into the buffer.
Widget «DMC Browser: Folder»
4.3.1 Content
Widget DMC Browser: Folder shows objects of a DMC Browser node (see 4.2, Widget «DMC
Browser»). Also all added sub folders and documents info records will be displayed.
If existing, originals and content versions will be displayed with the document info records.
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4.3.2 Context Menu
On an empty section:
On folders:
On document entries:
On document originals :
On content versions:
On column headers:
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Menu Item
Description
Functions.
Context Menu functions on a node/folder are similar to widget DMC Browser. For details see also
4.2.2, Context Menu
New document…
Creates a new document info record.
New folder…
Creates a new folder/node in the selected folder. Within an empty area,
folder/node will be created to the current displayed folder.
Create original…
An original can be added to a document info record In a dialog.
In case a document type already has a SFD template, it is possible to select
between the template or an already existing file.
Remove document
from structure
Show original
Removes a document info record from the DMC-structure.
Print original
Starts the DMS Plot GUI to print the original.
Edit original
Original will be checked out and opened in the appropriate application. Changes
can be saved and checked-in.
Delete original
Deletes the original after confirmation.
Activate this
version
Activates the selected content version.
Opens the original in the appropriate application. Changes to the original cannot
be saved or checked-in.
4.3.3 Push buttons
The following push buttons belong to this widget only.
Push
Button
Description
Toggle display of document info record versions
These three push buttons belong together and influence each other. Only one of the
three can be active (= highlighted) at once.
Left Icon activ:
All document info record versions are displayed
Middle Icon activ: The highest versions per doc. info record is displayed
Right Icon activ:
The highest released versions per doc. info record is displayed, if
there is a released version. Otherwise the highest not released
version will be shown.
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Widget «File-Explorer»
4.4
4.4.1 Content
This widget shows the personal folder favorites and the Windows file structure. The favorites are direct
links to any folders of the work station. Favorites can be created directly with drag & drop.
With an activated filter function only the favorites will be displayed and the personal as well as the
general tree will be hidden.

Sometimes a widget only providing folder structures without favorites is active on your system.
4.4.2 Context Menu
Menu Item
Description
Functions.
Add to favorites
The respective folder will be added to the favorites of the file explorer.
Remove from
favorites
The selected item will be deleted from the favorites of the file explorer.
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4.5
Widget «File-Explorer: Folder»
4.5.1 Content
This widget displays the content of the windows folder.
4.5.2 Context Menu
Menu Item
Description
Functions.
Open file
Opens file to display or edit.
New document for
this file
After selecting the document type to create, DMC will start to create a new
document info record, whereat the selected file will be checked-in as original to
the new document info record. The document date for this new document info
record can be edited and saved in widget Document Data.
Add file to current
document
The current file will be added to the current document info record.
Send file…
File will be attached to a new E-mail (only supported by Microsoft Outlook).
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4.6
Widget «Document Templates»
4.6.1 Content
The Widget Document Templates lists all document templates as defined via SDF. Filter options,
which have been defined in the settings can be activated or deactivated when clicking on the filter
symbol
/
.
4.6.2 Context Menu
Menu Item
Description
Functions.
Add new
document to
template
A new document info record will be created DMC internally; the selected template
will be checked-in as original to the new document info record.
The document data of this new document info record can be saved and edited in
the widget Document-Data.
Add template to
current
document
The current template will be checked-in to the current document info record.

A template can only be added to an existing document info record if:
► The assigned document type is similar to the document type of the
target document. Else this message will pop-up:
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► The part document of the template is similar to the part document of
target document. But only if one the part document number is not only a
numeric number. Non numeric part document numbers are used for
example as language codes.
4.7
Widget «Document in Work»
4.7.1 Content
In the Widget Document in work, the user will see all documents for which he is defined as user and
which are in a certain status. Only documents with preset document types will be listed, if set so in the
customizing. The documents can be sorted according their current status. The status and description
are defined in the settings.
4.7.2 Context Menu
These general context menu functions are described in 3.5, General Context Menu Functions.
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4.8
Widget «Document-Structure/Usage»
4.8.1 Content
In widget Document-Structure/Usage the structure and usage of the active document info record is
listed. This widget can be configured in different ways, so only single or combination of data will be
displayed:
► Structure (document BOM)
► Usage (in document BOMs)
► Document hierarchy
In one specific application different widgets can be defined.
4.8.2 Context Menu
Menu Item
Description
Functions.
Show BOM
Calls transaction to show the document (Initial screen).
Edit BOM
Calls transaction to change the document BOM (Initial screen).
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4.9
Widget « SAP Functions»
4.9.1 Content
Widget SAP Functions provides SAP transactions and programs according to the DMC settings.
4.9.2 Context Menu
This general context menu function is described in 3.5, General Context Menu Functions.
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4.10
4.10.1
Widget «Document-Data»
Content
The Widget Document-Data shows all document data including classification of a document info
record, and offers possibilities to edit, to create or to delete.
4.10.2
Note
► In case the description in the user language is not available in the document info record, but in one
of the languages German (DE), English (EN), French (FR), Italian (IT), a „?“ will appear in the field
Description and a proposal text in brackets as found at the end of the field (language search in the
following order: DE, EN, FR, IT).
► Opposite to the standard SAP GUI dialogue, all input errors will be indicated. When focusing the
field, the error message will be indicated below.
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4.11
4.11.1
Widget «Document-Status Net»
Content
This widget graphically indicates the last statuses, the current status, and the next possible status
according to the status net. A click on the status initiates a status change.
4.12
4.12.1
Widget «Originals»
Content
Widget Originals shows all originals of a document info record, if existing with content versions.
Originals can be:
► added.
► shown.
► edited
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► printed.
► deleted.
Possible content versions can be shown and activated.
4.12.2
Context Menu
On documents:
On document originals:
:
On content versions:
Menu Item
Description
Functions.
Show original
Opens the original in the suitable application. Changes cannot be saved or
checked-in.
Print original
Opens the DMS Plot GUI to print the original.
Edit original
Checks-out the original and opens it in the suitable application. Changes can be
saved and checked-in.
Process under…
Check in original
Checks-out the original to a certain location and opens it in the suitable
application. Changes can be saved and checked-in.
Checks-in the original, changes are saved.
Reset original
All changes are discarded and the original will be marked as checked-in.
Delete original
Deletes the original after confirmation of the dialog.
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Send original
Appends the original to a new Email (only with Microsoft Outlook available)
Activate this
version
Activates the selected content version.
4.13
4.13.1
Widget «Additional Document Information»
Content
Widget Additional document information shows additional information about a document info record
and provides additional functions.
4.13.2
Context Menu
Description:
Object links:
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Menu Item
Description
For Context Menu functions, which are not described see also chapter 3.5, General Context Menu Functions.
Edit text
Starts the text maintenance for the short text descriptions in any languages. Also long
texts for the descriptions can be maintained; given the document status allows it.
Link object…
(on node object links)
Starts the dialog to link the object. After selecting the object type, the object key of the
object to be linked must be set.
For additional information see 4.13.3, Information to Object Links.
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Link object…
(on an object type
node of an object link)
Starts the dialog to link other objects in the current folder. For example, if the function is
executed on the material master folder, the following options are provided:
This initiates the query to the document‘s material master directly.
For more information see also 4.13.3, Information to Object Links.
Remove link…
4.13.3
Removes the selected object link from the selected document info record. Confirmation in
a dialog is required.
Information to Object Links
DMC only allows the creation of object links acc. to the SAP-DMS predefined object links. For details
see 4.13, Widget «Additional Document Information».
Currently available:
► Change master
► Document Info Record
► Equipment
► Class
► Material Master Record
► PSP-Element
► QM-Info Record
► BOM header
► BOM position
► Functional location
The display is generic and supports all SAP DMS object types.
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ProNovia SAP DocumentManagementClient

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