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Introduction to SAP DMS Document Management System–SAP PLM
Rating: 4.1 out of 5(1,182 ratings)
21,713 students

Introduction to SAP DMS Document Management System–SAP PLM

This course will give you a practical introduction training in SAP DMS, from the business point of view.
Created byAlex Cotoara
Last updated 2/2017
English
English [Auto],

What you'll learn

  • Understand the importance of SAP DMS in the business landscape
  • Use most of the transactions available in SAP's Document Management System (SAP DMS)

Course content

1 section • 12 lectures • 33m total length

  • Introduction6:17

    Learn SAP DMS basics by using standard transactions and objects, creating custom document types and templates, and managing the document lifecycle with statuses and linkages to related data.

  • Create Document Info Record6:36

    Learn to create a document information record in SAP DMS via the SEP menu, choosing document type and version, and setting description, user, and change numbers for traceability.

  • Change Document Info Record3:32

    Explore how to modify a document information record in SAP DMS, understand the status network, and manage a document's lifecycle from work to archived or rejected.

  • Optional: Check the complete course1:02

    discover the essentials of the SAP DMS document management system within SAP PLM, and learn about the course structure including 52 videos, six quizzes, and 40 exercises.

  • Create Original2:19

    Upload an original file to a document information record in SAP DMS, choose Word for Windows, add a description, and save the unlocked file locally.

  • Check in Original1:40

    Check in the original document to the SAP DMS server using the default storage (DMC 1 SD), saving the document information record and locking changes; note content server best practices.

  • Add additional descriptions1:01

    Learn to add bilingual descriptions in English and French within SAP DMS document information records, and manage language defaults for Canadian projects.

  • Object Links1:32

    Link documents to the appropriate object in SAP DMS to extend their use across quality management, maintenance, and production, demonstrated by linking a document to a material master.

  • Document Browser2:06

    Explore the document browser to identify and locate documents faster by organizing them into public folders, creating subfolders, and linking documents to folders.

  • Classification2:39

    classification boosts document findability in SAP DMS by enabling attribute-based searches; choose a document management class, customize attributes, and save classifications to support easy retrieval.

  • Display Document Info Record2:15

    Learn how to display a document information record in SAP PLM's DMS, navigate via SEP menu, review status networks and inspection steps, and view the original file and object links.

  • Main Transactions in SAP DMS
  • Section Notes3:00

Requirements

  • MS Windows XP, Vista, 7, 8 and 10
  • MacOS X

Description

SAP Document Management System (SAP DMS) is used all the areas of a company. 

Regardless of your area of specialization in SAP, knowing how to customize the Document Management System can give you a real advantage. This is because in all departments of a company you have documents which you want to store in a system that can help you to:
   -    Store the documents in a secure storage
   -    Classify the documents based on different attributes
   -    Find your documents with only couple of mouse clicks
   -    Set authorization rules
   -    Link the document to different objects (ex: customer contracts in Sales Orders, work       instructions in Manufacturing Operations, Design Documents in the Bill of Material, etc)
   -    Check-In and Check-Out a document
   -    Create different versions and revisions of a document
   -    Record change history of a document 
   … and the list goes on and on.

This SAP Document Management System (SAP DMS) online course is something different from what you have seen so far. It has a practical approach to teaching you exactly what you need to know. The knowledge you will get from the course can be applicable in any area of SAP. 

If you want to learn more about SAP, specifically about managing documents, you are in the right spot. In this course, I will give you a practical hands-on training in SAP, from the business point of view. Let me explain what do I mean by that. Business point of view means that you will get real challenges that companies have. Hand on means that you will learn how to customize processes to solve those challenges.

Who this course is for:

  • Anyone interested in learning SAP Document Management System (SAP DMS)

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