DOCUMENT MANAGEMENT FOR HR MASTER DATA CONTENT. User Guide. MINIPPS Community Marketplace App4SAP User Guide

Transcription

1 MINIPPS Community Marketplace App4SAP User Guide CONTENT What it does? 1 What business process it solves? 1 SAP system 1 Functional specification 1 How to use the app 3 How to install 5 DOCUMENT Author: Lior Tabib MANAGEMENT FOR HR MASTER DATA User Guide

2 Document Management for HR Master Data Manage documents (DMS) for HR master data (employees) in a tree structure matches the HR infotype structure What it does? This mini application allows the following: 1. Manage Standard DMS (Document Management System) for HR master data (employees in the current version but can be used for any other entity like position and so). 2. Manage the document in a tree structure matches the HR infotype structure. 3. Manage the documents from transaction code PA30/PA See the document directly from the tree structure. What business process it solves? In SAP ERP, ECC6 systems, when using the HCM module, SAP standard solution contains no document management system (files attachments to infotype/subinfotype). A tool to allow the DMS in the HR master data in required. SAP system SAP ERP ECC6, any support package. Users using the upload files function, must operate Windows Operation System with SAPGUI. Functional specification The extension is aimed to allow managing of any document to any infotype or subinfotype of employee. It can be used for other HR master data with a customer enhancement. The documents created are simple DMS dirs with one file attached and a long text (See transaction codes CV01N/CV02N/CV03N/CV04N) that is managed from a tree of the employee's infotypes and subinfotypes. DMS "dirs" created with this extension partially support navigations using CV01/2/3N - all tabs are supported except Object Links: 1 P a g e

3 The extension allows the creation of DMS, Changing Creation date, Deleting DMS and displaying the attached file - all directly from the navigation tree. The DMS customization include a class type 017 with the name EMPLOYEE_DOCUMENTS. See transaction code CL02 for the class definition: 2 P a g e

4 How to use the app 1. You can use the standard PA30 or PA20 transaction code, before choosing an employee, the screen looks like : 2. After an employee was assigned, the screen looks like this: 3 P a g e

5 See the button. Clicking this button will lead you to the ZEDM tree: 3. If you want to see more than one employee in the report (root tree node for every employee) use transaction code ZEDM directly: 4 P a g e

6 4. Choose your criteria and execute: 5. In the tree, choose a node, and click the: Button for new document upload. Button for deleting a document. Button for changing a document. 6. To upload a document, click and then see popup window: You can change the description and the creation date of the document (the system takes the actual creation date from the file properties by default) 7. Uploaded file in the tree structure look like this : 8. Double clicking the file s icon (not the file name) will open the file. 9. Double click on the file name is open for future development How to install 1. Manually create, using transaction code CT04, the following characteristics: 1.1. Name: EMPLOYEE Basic data tab Description: Personnel number 5 P a g e

7 Data type: NUM Number of Chars: 8 Template:,, Exp. display: 0 Mark Single-value Description tab EN Personnel number Values tab Check table: PA Addnl data Table Name PA0003 Field Name PERNR Mark Not Ready For Input Restrictions tab 1.2. Name: INFOTYPE Basic data tab Description: Infotype Data type: CHAR Number of Chars: 4 Template: Mark Single Value Description tab EN Infotype Values tab Check table: T777D Addnl data Table Name T777D Field Name INFTY Mark Not Ready For Input Restrictions tab 1.3. Name: SUBINFOTYPE Basic data tab Description: Subtype Data type: CHAR Number of Chars: 4 Template: Mark Single Value Description tab EN Subtype Values tab Addnl data Table Name T591S 6 P a g e

8 Field Name SUBTY Mark Not Ready For Input Restrictions tab 1.4. Name: CREATION_DATE Basic data tab Description: File creation date Data type: DATE Mark Single Value Description tab EN File creation date Values tab Addnl data Restrictions tab 2. Manually create, using transaction code CL02, the following Class: 2.1. Name: EMPLOYEE_DOCUMENTS Class type: Basic data tab Description: HR employee documents Keywords tab Char. tab Add the following: EMPLOYEE INFOTYPE SUBINFOTYPE CREATION_DATE Texts tab 3. Implement notes by using your SAP BASIS team or use MINIPPS free mini application Uploading transport from local files. Please note: 3.1. Transport ECPK HDM:Employee Document Management: Add DMS to an employee is a customizing request that add a new DMT type to your system ZHR Transport ECPK HDM:Employee Document Management: Add DMS to an employee is a transport request that add a new report to your system and add a new implicit enhancement to your system (this used for adding a new button at transaction code PA20 and PA30) 4. Import the transport that is now in your queue list, to your system (use transaction code STMS). 7 P a g e