Table of Contents

1 Introduction.................................................3 2 Define Data Carrier ......................................4 3 Define Workstation Application.......................5 4 Maintain Storage Syste ..............................! 5 Maintain Storage Category...........................11 " Content Ser#er Ad inistration......................13 $ Workflo% Custo i&ing.................................14 ' Workflo% Acti#ation ...................................15 ! Docu ent Distri(ution.................................1" 1) Define *u (er +anges for Docu ent *u (ers 1$ 11 Define Docu ent ,ypes.............................1'
18 19

12 Define -a( . /ffices...................................2"

Following is the complete list of Lab / Offices for XXX 26

13 Define 0rofile............................................2! 14 Aut1ori&ation 2roup..................................33 15 Create Classes..........................................34 1" Create C1aracteristics................................3"

34 3 30

Configuration Guide

36

Version 1.0

2 of 44

Configuration Guide

1 Introduction
This document describes the parameters maintained in the configuration menu (IMG) of SAP system for the implementation of Document Management System (DMS) for Ne !""# $eference% &usiness &lueprint Document

Version 1.0

3 of 44

Configuration Guide

2 Define Data Carrier

Description This is used to define data carrier type ser'er( front end )P"* settings that ill allo files from any machine# accessing the

!en" #ath

SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent 2eneral Data Define Data Carrier '%20

$ransaction %o&e Configuration settings

Version 1.0

4 of 44

Configuration Guide

3 Define Workstation Application

Description This is used to define or+station Applications Menu Path SAP "ustomi,ing Implementation Guide - "ross. Application "omponents - Document Management General Data - Define /or+station Application DC3

Transaction Code

"onfiguration settings 0ollo ing /or+station Applications are configured App A"D &IT DGN D20 GI0 5TM 1PG MA2 MPP PD0 PPT PSD $39 TI0 T2T /$D 26S 2M6 :IP Description Auto"AD &itmap files Microstation 1 Data 34change 0ormat GI0 5TM6 0iles 1P3G files 7D MA2 MS Pro8ect Acrobat $eader Presentation Photoshop $e'it TI00 Te4t /ord Microsoft 32"36 2M6 ,ip files

Version 1.0

5 of 44

Configuration Guide
/or+station Applications are configured as (elo%4

Version 1.0

6 of 44

Configuration Guide

The same configuration is applicable to 26S and PPT formats

Version 1.0

7 of 44

Configuration Guide

0or other /or+station Applications( the configuration Define /or+station Application in net or+ is as follo s

Version 1.0

8 of 44

Configuration Guide

! Maintain "torage "#ste$

Description This is used to create content repository# Menu Path SAP "ustomi,ing Implementation Guide - "ross. Application "omponents - Document Management General Data - Settings for Storage Systems - Maintain Storage System %AC

Transaction Code "onfiguration Settings

Pre.$e;uisites% "ontent ser'er is installed and or+ing# "ontent $epository :<DMS<222 created for 222 and certificate sent to "SADMIN

Version 1.0

9 of 44

Configuration Guide

Version 1.0

10 of 44

Configuration Guide

& Maintain "torage Categor#

Description ,1is is used to create Storage Category !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent 2eneral Data Settings for Storage Syste s Maintain Storage Category $ransaction %o&e Configuration Settings 0re3+e5uisites4 Content ser#er is installed and %orking. Storage Category 67DMS7888 created for 888. ,1is storage Category is assigned in t1e Content +epository for 888 9 67DMS7888 O(%$

Version 1.0

11 of 44

Configuration Guide

Version 1.0

12 of 44

Configuration Guide

' Content "er(er Ad$inistration

Description ,1is is used to !en" #ath $ransaction %o&e ake c1anges in Content +epositories *ot Applica(le %)('!*+

Configuration Settings 0re3+e5uisites4 Content ser#er is installed and %orking.

Version 1.0

13 of 44

Configuration Guide

) Workflo* Custo$i+ing
Description ,o use docu ent distri(ution: under Maintain +unti e ;n#iron ent 9 Configure +<C Destination needs to (e acti#ated. !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent Docu ent Distri(ution SA0 =usiness Workflo% >erify Workflo% Custo i&ing ),-3

$ransaction %o&e Configuration Settings

Acti#ate runti e en#iron ent as seen (elo%. It s1ould look green.

Version 1.0

14 of 44

Configuration Guide

, Workflo* Acti(ation
Description ,1is is used to acti#ate SA0 standard %orkflo%s for docu ent distri(ution. !en" #ath SA0 Menu ,ools A=A0 Work(enc1 De#elop ent SA0 =usiness Workflo% Definition tools ,ask.task groups #F$%

$ransaction %o&e Configuration Settings

In 0<,C: select task type 9 Workflo% te plate: select task 2))))13$: 2))))1)4 and acti#ate t1e as seen (elo%.

Version 1.0

15 of 44

Configuration Guide

- Docu$ent Distribution
Description <or t1e distri(ution type set +M- as Default !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent Docu ent Distri(ution Distri(ution ,ype Define Distri(ution ,ypes )#.O

$ransaction %o&e

Configuration Settings

Version 1.0

16 of 44

Configuration Guide

1 Define .u$ber /anges for Docu$ent .u$bers

Description ,1is is used to define t1e nu (er ranges t1at %ill (e used (y docu ent types. !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent Control Data Define *u (er ranges for Docu ent *u (ers O'00

$ransaction %o&e Configuration Settings

,1e nu (er ranges are assigned to Docu ent ,ypes. <or All Docu ent ,ypes for 888 e?cept 0<-: nu (ering is gi#en ;?ternal *u (er +ange %it1out *u (er +ange C1eck @*u (ering ,ype 5A <or 0<- nu (ering is ;?ternal or Internal @*u (ering ,ype (lankA
.um5erin% .um5er "#n%e -Extern#( .um5er "#n%e -!ntern#( .um5er .um5er T4pe From To From To 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 )(#n* 299000000 299999999 27 112000000 112999999 29 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27 5 299000000 299999999 27

3 n Doc T4pe Description 1 2 3 5 $ 7 + 9 10 11 12 13 1 15 1$ 17 1+ 19 20 PAC PAU PCE PC! PC" PED PF' P,F P-" P!. P/0 P'F P23 PPA PP" P3 U PTE P0C P6A P6P Accounts Documents Authorities Docs Correspdence - Exter Correspdence - !nter Contr#ct Documents En%ineerin% Dr#&in%s Fo(der - A"P ,ener#( Fi(es -" Documents !nsur#nce Docs /oint 0enture 'e%#( 1 Fin#nci#( 2#n#%ement 3 4stems P#rtners Correspond Procurement Docs 3 u5 Contr#ctor Docs Tender Documents 0#ri#tion 1 C(#ims 6#rr#nt4 Docs 6or* P(#nnin%

Version 1.0

17 of 44

Configuration Guide

11 Define Docu$ent T#pes

Description ,1is is used define different docu ent types: docu ent status: o(Bect linking to different SA0 /(Bects !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent Control Data Define Docu ent ,ypes

$ransaction %o&e Configuration Settings

'%10

,1e follo%ing Docu ent ,ypes are configured for 888. 888 Docu ent ,ypes starts %it1 -etter 0. /nly t1ese Docu ent ,ypes s1ould (e used

Version 1.0

18 of 44

Configuration Guide

Docu ent ,ype

*ote4 3 Classes are created %it1 sa e na e as t1e Docu ent ,ype ,1ese configurations are si ilar for all Docu ent ,ypes e?cept for 0<-3 <older 888

Version 1.0

19 of 44

Configuration Guide

Docu ent ,ype4 0<Configuration is as follo%s. ,1is Docu ent ,ype is used only to create a <older *a e. *o /riginal Application <iles can (e stored against t1is Docu ent ,ype

Version 1.0

20 of 44

Configuration Guide

Docu ent ,ype 3 Status

Su Doc Typ e PA C PA C PA C PA U PA U PC E PC E PC E PC! PC! PC!

ary3 Docu ent Status Doc. Status AD !E "/ AD AP AD !E "/ AD !E "/ Status Text Appro7ed !n Prep#r#tion "e8ected Appro7ed App(ied Appro7ed !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected Abbreviati on AP P" "/ AP AD AP P" "/ AP P" "/ Status Type 3 ! 3 3 ! 3 ! 3 3 ! 3

Version 1.0

21 of 44

Configuration Guide
Doc Typ e PC " PC " PC " PC " PC " PE D PE D PE D PE D PE D PE D PE D PE D PF' P, F P, F P, F P" P" P" P!. P!. P!. P/0 P/0 P/0 P'F P'F P'F P2 3 Doc. Status AD C" "/ "" 3U AC AD "/ "" "0 3A 3! 3" Abbreviati on AP C" "/ "" 3U AC AP "/ "" "0 3A 3! 3" P 3 Status Type 3 P 3 ! !

Status Text Appro7ed Cre#ted "e8ected "e7 1 "esu5mited 3u5mitted Apprd &ith Comm Appro7ed "e8ected "e7 1 "esu5mited "ecd 9rm Cons(tn 3u5td 9or Appr7( 3u5td 9or !n9mtn 3u5td 9or "e7ie& Appro7ed !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected Acti7e !n#cti7e !n Prep#r#tion Appro7ed !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected Appro7ed

AD !E "/ AD !E "/ AT !A !E AD !E "/ AD !E "/ AD

AP P" "/ AP P" "/ AT !A P" AP P" "/ AP P" "/ AP

3 ! 3 3 ! 3 3 3 ! 3 ! 3 3 ! 3 3

Version 1.0

22 of 44

Configuration Guide
Doc Typ e P2 3 P2 3 PPA PPA PPA PP " PP " PP " P3 U P3 U P3 U PTE PTE PTE PTE PTE P0 C P0 C P0 C P0 C P0 C P6 A P6 A P6 A P6 P P6 P P6 P Doc. Status !E "/ AD !E "/ AD !E "/ AD !E "/ AD C" "/ "" 3U AD C" "/ "" 3U AD !E "/ AD !E "/ Abbreviati on P" "/ AP P" "/ AP P" "/ AP P" "/ AP C" "/ "" 3U AP C" "/ "" 3U AP P" "/ AP P" "/ Status Type ! 3 3 ! 3 3 ! 3 3 ! 3 3 P 3 ! ! 3 P 3 ! ! 3 ! 3 3 ! 3

Status Text !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected Appro7ed Cre#ted "e8ected "e7 1 "esu5mited 3u5mitted Appro7ed Cre#ted "e8ected "e7 1 "esu5mited 3u5mitted Appro7ed !n Prep#r#tion "e8ected Appro7ed !n Prep#r#tion "e8ected

Version 1.0

23 of 44

Configuration Guide

Docu ent ,ype 9 /(Bect -ink

Version 1.0

24 of 44

Configuration Guide
Su ary 9 /(Bect -inks
Claim

S n Doc Type Doc Type Description 1 2 3 5 $ 7 + 9 10 11 12 13 1 15 1$ 17 1+ 19 20 PAC PAU PCE PC! PC" PED PF' P,F P-" P!. P/0 P'F P23 PPA PP" P3 U PTE P0C P6A P6P Accounts Documents Authorities Docs Correspdence - E:ter Correspdence - !nter Contr#ct Documents En%ineerin% Dr#&in%s Fo(der - A"P ,ener#( Fi(es -" Documents !nsur#nce Docs /oint 0enture 'e%#( 1 Fin#nci#( 2#n#%ement 3 4stems P#rtners Correspond Procurement Docs 3 u5 Contr#ctor Docs Tender Documents 0#ri#tion 1 C(#ims 6#rr#nt4 Docs 6or* P(#nnin%

Document Purchase Info Record Req. Item

Purchase !quipment #$S Sales Document %et&or' rder Item "aster !lement Item

"aterial

Version 1.0

25 of 44

Configuration Guide

12 Define 0ab 1 %ffices

Description ,1is is used define different la(oratories 9 i.e. different depart ents: sections. !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent 2eneral Data Define -a(oratories . Design /ffices )#.O

$ransaction %o&e Configuration Settings

<ollo%ing is t1e co plete list of -a( . /ffices for 888

() P10 P25 P 0 P 2 P P $ P 7

Text* (ab.)en+ineerin+ office ;;;-Pro8ect P"!0ATE 0!''A ;;;-Pro8ect !.D!,< T<6E" ;;;-Pro8ect "<3-A.A T<6E" ;;;-Pro8ect C<.C<"DE T<6E" ;;;-Pro8ect !C<. T<6E" ;;;-Pro8ect 2A=E T<6E" ;;;-Pro8ect PA"> 'A.E T<6E"

Version 1.0

26 of 44

Configuration Guide
() P + P 9 P50 P51 P52 P53 P5 P55 P5$ P57 P5+ P59 P$0 P$1 P$2 P$3 P$ P$5 P$$ P$7 P$+ PA D PC D PC ' PE 2 PE . PE < PE 3 PF! P' P3 P!T Text* (ab.)en+ineerin+ office ;;;-Pro8ect )2) T<6E" ;;;-Pro8ect T!FFA.? T<6E" ;;;-Pro8ect E' 2ATAD<" T<6E" ;;;-Pro8ect D!3T"!CT C<<'!., ;;;-Pro8ect 'AT-!FA T<6E" ;;;-Pro8ect "A3-!D!?A 3C-<<' ;;;-Pro8ect A0!AT!<. C'U) ;;;-Pro8ect )A"3-A 3C-<<' ;;;-Pro8ect 6A"@A 3C-<<' ;;;-Pro8ect 2U-A!3.A3C-<<' ;;;-Pro8ect ,'<)A' )A? 0!E6 ;;;-Pro8ect T-E PAD ;;;-Pro8ect A' )U3TA. FU/A!"A;;;-Pro8ect CD6 AT 'U3A!'? ;;;-Pro8ect TA2A.! A"T3 <FF!CE ;;;-Pro8ect TA2A.! -<TE' 1 "E3 ;;;-Pro8ect 3U)3TAT!<. 337 ;;;-Pro8ect 3U)3TAT!<. 33+ ;;;-Pro8ect A' )ADAA 3C-<<' ;;;-Pro8ect A' 2A.>-<<' 3C-<<' ;;;-Pro8ect "EC?A FAC!'T? A' @ ;;;-Admin Dep#rtment ;;;-Contr#cts Dep#rtment ;;;-C(#ims Dep#rtment ;;;-Executi7e 2#n#%ement ;;;-En7ironment ;;;-Executi7e <99ice ;;;-Estim#tion Dep#rtment ;;;-Fin#nce Dep#rtment ;;;--" '#5our ;;;--" 3t#99 ;;;-!T Dep#rtment

Version 1.0

27 of 44

Configuration Guide
() P2! P< D PP ' PP " PP T P@ A P3 A P? D Text* (ab.)en+ineerin+ office ;;;-Accounts 2!3 ;;;-<per#tions Dep#rtment ;;;-P(#nt ;;;-Purch#se Dep#rtment ;;;-P(#nnin%BTechnic#( Dept ;;;-@u#(it4 Dep#rtment ;;;-3#9et4 Dep#rtment ;;;-?#rd

Version 1.0

28 of 44

Configuration Guide

13 Define Profile
Description ,1is is used to define storage category for DMS profiles. /nce t1e +oles are apped to t1e 0rofile: user need not select t1e Storage Category %1ile storing Docu ents. It %ill (e apped to t1e 888 Storage Category (y default for t1e Workstation Applications defined !en" #ath SA0 Custo i&ing I ple entation 2uide Cross3 Application Co ponents Docu ent Manage ent 2eneral Data Define 0rofile )#.O

$ransaction %o&e Configuration Settings

,1e storage category 67DMS7888 is used as default storage category for 888 0rofile Cey4 67888

Version 1.0

29 of 44

Configuration Guide
Workstation Applications for t1e 0rofile

+oles

apping to 0rofiles apped to t1e 0rofile 67888

888 DMS +oles are

*ote4 If ne% +oles are created: it needs to (e added in t1e 0rofile Cey Profile ,ey =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; Role =C;;;CD23CACC<U.TA.TC1 =C;;;CD23CACC<U.TA.TC2 =C;;;CD23CACC<U.T3CA33TC1 =C;;;CD23CACC<U.T3CA33TC2 =C;;;CD23CAD2. =C;;;CD23CAD2.C3EC"T? =C;;;CD23CA33TCP'.,C2A.A,E" =C;;;CD23CCADC2A.A,E" =C;;;CD23CC-FCACC<U.TA.TC1 =C;;;CD23CC-FCACC<U.TA.TC2 =C;;;CD23CC'A!23C2A.A,E"C1 =C;;;CD23CC'A!23C2A.A,E"C2 =C;;;CD23CC<22C2A.A,E"C1 =C;;;CD23CC<22C2A.A,E"C2 =C;;;CD23CC<22C3ECC3!TE =C;;;CD23CC<.T"ACT3CE.,!.EE"C1 =C;;;CD23CC<.T"ACT3CE.,!.EE"C2

Version 1.0

30 of 44

Configuration Guide
Profile ,ey =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;;

Role =C;;;CD23CC<.T"ACT3C2A.A,E"C1 =C;;;CD23CC<.T"ACT3C2A.A,E"C2 =C;;;CD23CDE3!,.CE.,"CF<"26<"> =C;;;CD23CD"AFTPE"3<.C1 =C;;;CD23CD"AFTPE"3<.C2 =C;;;CD23CE3T!2AT!<.C2A.A,E"C1 =C;;;CD23CE3T!2AT!<.C2A.A,E"C2 =C;;;CD23CE3T!2AT.C3EC"ETA"?C1 =C;;;CD23CE3T!2AT.C3EC"ETA"?C2 =C;;;CD23CE;EC2,2T =C;;;CD23C-<CD<CCCT"'CE;EC<FF =C;;;CD23C-"C'A)<U" =C;;;CD23C-"C2A.A,E" =C;;;CD23C-"C3TAFF =C;;;CD23C-3EC2A.A,E" =C;;;CD23C/"CP'A..!.,CE.," =C;;;CD23C2A!.TCP"</CE.,"C1 =C;;;CD23C2A!.TCP"</CE.,"C2 =C;;;CD23C<FFCAD2.CE;EC<FF!CE1 =C;;;CD23C<FFCAD2.CE;EC<FF!CE2 =C;;;CD23CP'A.TC2A.A,E" =C;;;CD23CP'A.TC3UPE"0!3<" =C;;;CD23CP'.,CTEC-C2A.A,E" =C;;;CD23CPU"C-C<FF!CE" =C;;;CD23C@T?C3U"0E?<"C1 =C;;;CD23C@T?C3U"0E?<"C2 =C;;;CD23C@T?C3U"0?<"CE3T!2AT. =C;;;CD23C@UA'!T?C2A.A,E" =C;;;CD23C3AFET?C3!TEC1 =C;;;CD23C3AFET?C3!TEC10 =C;;;CD23C3AFET?C3!TEC11 =C;;;CD23C3AFET?C3!TEC2 =C;;;CD23C3AFET?C3!TEC3 =C;;;CD23C3AFET?C3!TEC =C;;;CD23C3AFET?C3!TEC5 =C;;;CD23C3AFET?C3!TEC$ =C;;;CD23C3AFET?C3!TEC7 =C;;;CD23C3AFET?C3!TEC+ =C;;;CD23C3AFET?C3!TEC9 =C;;;CD23C3ECT"?CE< =C;;;CD23C3ECT"?C-<CE;CF!.C1 =C;;;CD23C3ECT"?C-<CE;CF!.C2 =C;;;CD23C3ECT"?C-<CE;C<FFC1 =C;;;CD23C3ECT"?C-<CE;C<FFC2 =C;;;CD23C3ECT"?C3!TEC1

Version 1.0

31 of 44

Configuration Guide
Profile ,ey =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;; =C;;;

Role =C;;;CD23C3ECT"?C3!TEC10 =C;;;CD23C3ECT"?C3!TEC11 =C;;;CD23C3ECT"?C3!TEC12 =C;;;CD23C3ECT"?C3!TEC2 =C;;;CD23C3ECT"?C3!TEC3 =C;;;CD23C3ECT"?C3!TEC =C;;;CD23C3ECT"?C3!TEC5 =C;;;CD23C3ECT"?C3!TEC$ =C;;;CD23C3ECT"?C3!TEC7 =C;;;CD23C3ECT"?C3!TEC+ =C;;;CD23C3ECT"?C3!TEC9 =C;;;CD23C3"CACC<U.TA.TC1 =C;;;CD23C3"CACC<U.TA.TC2 =C;;;CD23C3"CACCC2A.A,E"C1 =C;;;CD23C3"CACCC2A.A,E"C2 =C;;;CD23C3"CP"</C2A.A,E"C1 =C;;;CD23C3"CP"</C2A.A,E"C2 =C;;;CD23CTEC-CE.,!.EE" =C;;;CD23CTEC-C3E"0C!T =C;;;CD23CT"A!.EECE.,!.EE"C1 =C;;;CD23CT"A!.EECE.,!.EE"C2 =C;;;CD23C0A"!AT!<.1C'A!23C1 =C;;;CD23C0A"!AT!<.1C'A!23C2 =C;;;CD23C?A"DCAD2.

Version 1.0

32 of 44

Configuration Guide

1! Authori+ation Group
,1is refers to t1e Aut1ori&ation group field inside t1e Create . C1ange Docu ent Screen. Description Aut1ori&ation 2roup is a four c1aracter code %1ic1 s1ould (e assigned to t1e +ole of t1e user. =y gi#ing Aut1ori&ation 2roup t1e Docu ent Info +ecord is restricted to use for only t1ose users %1o 1a#e t1e sa e Aut1ori&ation 2roup attac1ed in t1eir +ole Settings 1. 2. 3. 4. 5. ". Aut1ori&ation 2roup <ield is a andatory entry for all 888 Docu ent ,ypes Aut1ori&ation 2roup *a es are aintained for all 888 +oles Aut1ori&ation 2roup na es are deri#ed (y suffi?ing ) @&eroA to t1e -a( . /ffice na e <or e?: if -a( . /ffice na e is 0<I: t1en Aut1. 2roup na e is 0<I) <or e?: if -a( . /ffice na e is 04': t1en Aut1. 2roup na e is 04') Aut1ori&ation 2roup *a e s1ould (e attac1ed to t1e Dser +ole in 0<C2 under Aut1ori&ation /(Bect C7D+AW7=2+ $. After assigning t1is in t1e +ole : t1e user %ould (e a(le to key3in t1e four c1aracter na e inside t1e Create . C1ange Docu ent Screen

Version 1.0

33 of 44

Configuration Guide

1& Create Classes

Description ,1e classification is used to create classes. ,1e Class na e and Docu ent ,ype na e are identical and t1e Class is assigned to t1e Docu ent ,ype %1ile configuring t1e Docu ent ,ype. !en" #ath $ransaction %o&e Configuration Settings SA0 Menu Cross3 Application Co ponents Classification Syste Master Data Classes %L02

Classes are created as Master Data: (ut t1e sa e is assigned during configuration of Docu ent ,ype.
Create Class Create Class using ,3code C-)1

Version 1.0

34 of 44

Configuration Guide
Assign t1e Class Assign t1e Class %1ile configuring t1e Docu ent ,ype in transaction DC1)

Version 1.0

35 of 44

Configuration Guide

1' Create Characteristics

Description

C1aracteristics are created as Master Data and t1e sa e is assigned to t1e respecti#e Class. ,1e Class %ould (e assigned to t1e Docu ent ,ype and t1e respecti#e C1aracteristics %ould (e #isi(le in t1e Additional Data ta( inside Create . C1ange . Display Docu ent Screen
!en" #ath $ransaction %o&e Configuration Settings SA0 Menu Cross3 Application Co ponents Classification Syste Master Data C1aracteristics %$04

*ot Applica(le
Create C1aracteristic Create C1aracteristics using ,3code C,)4

Version 1.0

36 of 44

Configuration Guide
Assign #alues to C1aracteristics

Assign C1aracteristics to Classes Assign t1e CEA+S to t1e respecti#e Class.

Version 1.0

37 of 44

Configuration Guide
Additional Data ,a( ,1ese CEA+S %ill (e displayed in t1e Additional Data ,a( of t1e Docu ent Info +ecord.

Su
Sn 1 Class PAC

ary of Classes and C1aracteristics

Description Accounts Documents Characteristic PACCCATE,<"? PACC3U)CATE,<"? -alues Extern#( !ntern#( C(ient !n7oices 2iscA !n7oices !ntern#( -ire ch#r%es 2iscA !ntern#(A

PAU

Authorities Docs

3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA PAUCCATE,<"?

PAUC3U)CATE,<"?

2unicip#(ities 3er7ice Authorities .<CDs Forms 9or #ppro7#(s 1 permissions 2iscA -Authorities !nspection records )(oc* 9i(e 3u5contr#ctorDs record 3ur7e4 reports "o#ds deptA

Version 1.0

38 of 44

Configuration Guide
Sn Class Description Characteristic -alues Dr#in#%e deptA De&#terin% permissions Deposits 2iscA - 2unicip#(ities De&# - E(ectricit4 De&# - 6#ter Etis#(#t Ci7i( de9ense Po(ice )i((s 2iscA - 3er7ice Authorities 3U)/ECTCT!T'E .A2E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA 3 PCE Correspondence -Extern#( PCECCATE,<"? Emp(o4er Consu(t#nt 3ite instructions "eEuest 9or in9orm#tion "eEuests 9or inspection Con9irm#tion o9 7er5#( instructions 2#teri#( #ppro7#(s 3hop dr#&in% #ppro7#(s Document tr#nsmitt#(s 2inutes o9 meetin%s Test certi9ic#tes "eports 2isce((#neous extern#( correspondence PCEC3U)CATE,<"? !.C<UT 3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE .A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA PC! Correspondence !ntern#( PC!CCATE,<"? Per9orm#nce "eports Correspondence 1 2emo !ntern#( Circu(#r (etters Forms 2eetin% "ecords !ntern#( "eports Tr#nsport 2iscA - !ntern#( Correspondence PC!C3U)CATE,<"? !.C<UT 3U)/ECTCT!T'E D<CU2E.TCD"A6CD !.C<2!., <UT,<!., !.C<2!., <UT,<!.,

Version 1.0

39 of 44

Configuration Guide
Sn Class Description Characteristic ATE .A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA PC"CCATE,<"? -alues

PC"

Contr#ct Documents

.otice o9 #&#rd Contr#ct documents Contr#ct )<@ inc(A 3upp(ements Contr#ct dr#&in%s Contr#ct c#(cu(#tions B cost 5re#*do&n 3ur7e4sF 5ui(din% permit ,u#r#ntees 2iscA - Contr#ct

PED

En%ineerin% Dr#&in%

3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA PEDCCATE,<"?

PEDC3U)CATE,<"?

PEDCPU"P<3E 3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE .A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P,FCCATE,<"?

3hop Dr#&in% As )ui(t )ui(din% Permit Tender Dr#&in% <thers Architectur#( 3tructur#( 2ech#nic#( E(ectric#( P(um5in% !nterior Desi%n '#ndsc#pin% Tempor#r4 6or*s F<" C<.3T"UCT!<. F<" !.F<"2AT!<.

P,F

,ener#( Fi(es

Correspondence- ,ener#( ,roup Comp#nies Tender Correspondence <99ice - ten#nc4 re(#ted <99ice - eEuipments 1 9urniture !n9orm#tions - construction !ndustr4 1 UAAAEA -ote( 1 tourism !.C<2!., <UT,<!.,

P,FC3U)CATE,<"? !.C<UT 3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE .A2E "EFE"E.CEC.U2)E

Version 1.0

40 of 44

Configuration Guide
Sn Class Description Characteristic " ADD!T!<.A'CDATA P-"CCATE,<"? -alues

P-"

-" Dep#rtment

P#4ro(( 1 Time 3heets Correspondence 3t#99 Per9orm#nce Appr#is#(s 3t#99 Tr#inin%

P!.

!nsur#nce Documents

P-"C3U)CATE,<"? 3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE .A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P!.CCATE,<"? P!.C3U)CATE,<"?

Contr#ct A(( "is* 2otor 0ehic(e <thers C(ient Truc*s #nd )uses C#rs 2one4 Propert4 6or*m#n Compens#tion ,roup (i9e

10

P/0

/oint 0enture

P<'!C?C.U2)E" D<CU2E.TCD"A6CD ATE ADD!T!<.A'CDATA P/0CCATE,<"? P/0C3U)CATE,<"? !.C<UT 3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE .A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P'FCCATE,<"?

/0 P#rtner Correspondence /0 Consu(t#nt Correspondence /0 A%reements !.C<2!., <UT,<!.,

11

P'F

'e%#( 1 Fin#nci#(

Comp#n4 documents Assets Auditors 'e%#( #d7isors Credit #pp(ic#tions to supp(iers )#n* #ccounts st#tements ,ener#( insur#nces 2onth(4 st#tements - Per9orm#nce Tender )onds 2iscA - 'e%#( 1 Fin#nci#(

3U)/ECTCT!T'E .A2E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E "

Version 1.0

41 of 44

Configuration Guide
Sn 12 Class P23 Description 2#n#%ement 34stems Characteristic ADD!T!<.A'CDATA P23CCATE,<"? -alues @u#(it4 -e#(th 1 3#9et4 En7ironment !T <thers

P23C3U)CATE,<"? D<CU2E.TCD"A6CD ATE ADD!T!<.A'CDATA "EFE"E.CEC.U2)E " 13 PPA P#rtners Correspondence PPACCATE,<"? Correspondence - A)C Comp#n4 Ch#irm#n Correspondence - A)C Comp#n4 - 2D Artic(e o9 Associ#tion )o#rd meetin%s

PP"

Procurement

3U)/ECTCT!T'E .A2E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA PP"CCATE,<"?

"eEuests 'P<Ds De(i7er4 notes !n7oices 2#teri#( o99ers 3upp(iers det#i(s Products supp(ied 54 c(ient 2iscA 2#teri#( 1 EEuipments

15

P3U

3u5contr#cts

PP"C3U)CATE,<"? D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P3UCCATE,<"?

Correspondence Contr#ctF 5onds 1 record o9 ne%oti#tions !n7oices 1 p#4ments 3ite me#surements 0#ri#tions Accept#nce certi9ic#tes 1 de9ects schedu(es D#4&or* Test records 3n#% (ists P#rti#( h#ndin% o7er - intern#( 3ite meetin%s 3ite instructions Time schedu(es 2iscA 3u5contr#cts !.C<2!., <UT,<!.,

P3UC3U)CATE,<"? !.C<UT 3U)/ECTCT!T'E

Version 1.0

42 of 44

Configuration Guide
Sn Class Description Characteristic D<CU2E.TCD"A6CD ATE 3U)C<.T"ACT<"C. A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA PTECCATE,<"? -alues

1$

PTE

Tender Documents

Correspondence unti( contr#ct #&#rd )<@ inc(udin% 3upp(ements Tender dr#&in%s Tender c#(cu(#tions 1 m#teri#( t#*e o99 3u5contr#ctor o99ers EnEuiries A(tern#ti7e propos#(s .e%oti#tion records - C(ient 2iscA -Tender -#nd(in%

17

P0C

0#ri#tions 1 c(#ims

3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P0CCCATE,<"? 3U)/ECTCT!T'E D<CU2E.TCD"A6CD ATE .A2E "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P6PCCATE,<"?

Correspondence Documents

1+

P6P

6or* P(#nnin%

Time schedu(es 3ite (#4out 6ee*(4 pro%r#mmes Co - ordin#tion meetin%s #t site 6or* prep#r#tion 3#9et4 records 2iscA - 6or* P(#nnin%

19

P6A

6#rr#nt4 Documents

3U)/ECTCT!T'E .A2E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E " ADD!T!<.A'CDATA P6ACCATE,<"?

@2 - p(#n 6#rr#nt4 de9ects 1 rep#irs Pu5(ic B 'e%#( #ccept#nce "ecords B documents <per#tion m#nu#(s 2iscA - 6#rr#nt4

3U)/ECTCT!T'E .A2E D<CU2E.TCD"A6CD ATE "EFE"E.CEC.U2)E "

Version 1.0

43 of 44

Configuration Guide
Sn Class Description Characteristic ADD!T!<.A'CDATA -alues

Version 1.0

44 of 44