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User Manual

For

User Maintenance for Workflow

(Engineering)


Introduction:

User maintenance is to identify and enter the responsible user for a task. Various tasks in Document Life Cycle is to Create, Request for Approval, Approve, Release, Inter Department Check, Customer Confirmation and Reject. With respect to Engineering document life cycle, user maintenance is required only for Approve, Release, Inter Department Check and Client Confirmation.

Entering User Maintenance Screen

Enter Transaction code ZDMS01 in SAP Easy Access screen.

Hit Enter key or press . Maintenance of Engg Department screen will appear.

Mandatory field entry for maintaining user.

1.  Document Type

2.  Project Code

3.  Unit Code

4.  Department

Search Help for document Type:

Place cursor on Document Type and press F4 or Click

After the selection of Document type Click .


Search Help for Project Code:

Place cursor on Project Code and press F4 or Click

After the selection of Document type Click .


Search Help for Unit Code:

Place cursor on Unit Code and press F4 or Click

After the selection of Document type Click .


Search Help for Department:

Place cursor on Department and press F4 or Click

After the selection of Document type Click .


Press F8 key or click execute.

Your will get Approval Workflow Maintenance for Metal Screen


Icon Descriptions (from Left to Right)

1.  Add New Line

2.  Delete Selected Line

3.  First Page

4.  Previous Page

5.  Next Page

6.  Last Page

7.  Select All

8.  Deselect All.

Adding New Line

To add a new line to table control click on Add New Line .

One empty line is inserted into table control.

Entering Data:


Place cursor on status and press F4 (Search Help).

Search Help for Status.

Select a status for which you want to maintain the responsible user. Following status table describes Role for Each status.

AP – User will be responsible for Approving Document.

RE – User will be responsible for Releasing Document.

ID – User will be responsible for Inter Department check.

CC – User will be responsible for Customer Confirmation.

There is no need to maintain users for other status.

Enter a SAP User ID of the responsible person for respective status of the document.

e.g. ABAP4.

Making a user Inactive

To make the user inactive for receiving in work-items and emails for approval/release enter ‘X’ in place of Inactive.

Click on Save to complete add new line activity. You will get saving confirmation in status bar.

Selecting a line

To select a line move the mouse cursor towards the left of a line on click on the selection area

The line gets selected with yellow shade as below.

Deleting a Line

To delete the line select a line and click Delete Line Icon . Click on Save for the record to be deleted from database. You will get confirmation of save in status bar.

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