Manage Documents
Application component: Document management
App type: Transactional
Line of business: R&D and Product Management
Leading industry: Cross Industry
Solution capability: Integrated Product Development (S/4 CLD)
Scope items: Handover of Product Information to SAP Asset Intelligence Network|Product Structure Management|Manage Documents|Specification Management for Recipes|Requirements Driven Development|Intelligent Content Processing for Document Classification
Description:  With this app, you can manage document info records (DIR) and original application files. The term DIR refers to the master record of the document. The DIR contains the actual document (or original application file) and the metadata about the document. You can search for and view the documents based on filter criteria such as status, document number, document type, document version, document part, user, and document description. Also, this app is draft compatible; hence, it allows you to keep unsaved changes if an editing activity is interrupted and resume your editing later. 
An application to manage documents in a day to day business environment embedded with status network, efficient search mechanisms, version handling of documents, business object linking and classification (additional meta data ) maintenance.
Key features:    Draft Enablement: Drafts are saved automatically in the background whenever you add or change information within a business entity (auto-save). This adds features like data-loss prevention, start-now continue-later, device-switch, locking mechanism, and collaborative editing.   Search Document You can search for a document using filter criteria such as document number, document type, document version, document part, document description, user, and status. You can also search using a fuzzy search in the criteria.   Create Document You can create a document that stores all the data required to process and manage a document (original application file). Information related to document data, originals, object links, descriptions and general information (document number, type, part) can be entered. Note The document type can be configured to restrict the upload of files to one main file for a DIR. This can be done by setting the One Main File per Document flag as True in Customizing under Cross-Application Components  Document Management  Control Data  Define DMS Document Types. If this configuration is maintained for the document type, you must upload a single file for a DIR. If you upload more than one file, the system saves the attachments, but displays a warning message that you are recommended to upload a single file for a DIR.Please note that this configuration is applicable only for the Manage Documents app and the Attachments reuse component in SAP Fiori. For more information, see Flavors of UI Consumption under Attachment Service. It does not apply to the SAP GUI document transactions or BAPIs in the backend.   Create a New Version You can select a document from the list view and create a new document version.   Copying a Document You can create a new document by copying from an existing document if the following prerequisites apply:   The document that you want to use as a template for copying must already exist.   The document that you copy from must have the same document type as the one you want to create.     Edit Document You can edit a document by opening the document from the list view in edit mode and making changes.   Display Document You can view document details such as document data, originals, object links, document versions, descriptions, and general information by clicking on a document in the list view.   Download Originals You can download the original application files associated with a document from the list view.   Classification The classification system allows you to use characteristics to describe documents according to criteria that you define, and to group similar documents together in classes. Integration with the classification system provides the following document search options:   You can define extra fields for the basic data screen.   You can assign keywords to a document.   For the uploaded originals (attachments), you can also use the propose classification feature, which uses machine learning to propose document classification. Note To use this feature, you need to maintain values for proposing document classification using the following customizing activity in SPRO: Cross-Application Components  Document Management  Additional Settings – Simplification  Maintain Values for Proposing Document Classification.   Object Links: You can link documents to the following SAP objects in order to document the objects in more detail for various business processes:  Material  Document info record Equipment Functional location  In some scenarios, a leading business object may set a deletion flag to ensure that the object link to a DIR cannot be deleted. In this case, an information icon is displayed next to the object link to indicate that it is locked from deletion. You cannot delete this object link. However, if the leading business object subsequently disables this deletion flag, the information icon is no longer displayed and the object link can now be deleted if required.    
Business roles: Cash Management Specialist| Cash Manager| Administrator - Recipe Development| BOM Engineer| Maintenance Supervisor| Development Manager - Discrete Industries| Design Engineer| Master Data Specialist - Raw Substance Data| Change Management Coordinator| Accounts Receivable Accountant for China| Systems Engineer| Compliance Engineer - Food and Beverage| Master Data Specialist - Maintenance Management
Maintenance Supervisor : 
Collects, reviews, and prioritizes all maintenance requests from different sources and ensures that they contain all the relevant information required so that the problems can be solved quickly.

Cash Manager : 
Is responsible for overall liquidity status of group corporate, executes cash transactions and centrally manages bank accounts with rich attributes, including overdraft limit and signatories, approves for opening or closing bank accounts, etc.

Systems Engineer : 
Is responsible for the development of mechatronic products. Translates the customer’s needs into measurable requirements and ensures the delivery against them. Defines structural, functional, and logical models of the product.

Development Manager - Process Industry : 
Manages a team of formula developers and analyzes changes and their impact in line with given targets.

Change Management Coordinator : 
Coordinates changes in compliance with applicable standards which ensure a safe and efficient implementation. This includes collecting change relevant information, involving experts, obtaining approvals, and managing implementation activities.

Development Manager - Discrete Industries: (is an add-on role to the Development Manager)
Manages a team of design enegineers and analyzes changes and their impact in line with given targets.

Compliance Engineer - Food and Beverage : 
Defines the label declaration for products.

Master Data Specialist - Product Data : 
Maintains Product master data.

Administrator - Recipe Development : 
Performs special, rarely occuring maintenance tasks related to Recipe Development, like Pure Substances, Allergens etc. and ensures consistency of the database.

Master Data Specialist - Maintenance Management : 


Cash Management Specialist : 
Executes cash transactions and centrally manages bank accounts with a wide range of attributes, including overdraft limit and signatories, utilizing approval process for opening or closing bank accounts, and the regular inventory/auditing process.

Solution Order Specialist : 
Manages solution orders for customers. Creates, updates, orchestrates and monitos the solution order, order execution and coordination across delivery organizations, delivering reports on orders, executing order changes, etc.

Accounts Receivable Accountant for China: (is an add-on role to the Accounts Receivable Accountant)
Carries out the most important functions in accounts receivable accounting with a special focus on creation and execution.

BOM Engineer - Customer Order : 
Maintains bills of material and component configurations for customer orders.  Aligns with the sales and product engineering teams until the handover to manufacturing.

Design Engineer : 
Creates product designs, i.e. functional specifications, CAD drawings, etc. Is typically a member of the R&D group of the company and is measured by the quality and innovation of his outputs in line with given design targets.

Maintenance Planner : 
Carries out preliminary costing, work scheduling, material provisioning, resource planning, and, if necessary, requests permits to ensure that maintenance activities can be performed most efficiently and safely.

Master Data Specialist - Raw Substance Data : 
Maintains Raw Substances for Recipe Development and ensures consistency of the Raw Substance database.

BOM Engineer : 
Creates bills of material and consistent overall product model, drives changes across organizations, and is responsible for the change process until handover to manufacturing. Is typically a member of the R&D group of the company.

Recipe Developer : 
Develops new products or updates products based on market(ing) requirements or legally required changes to the product and supports the handover to manufacturing.

Production Engineer - Process Manufacturing : 
Maintains manufacturing-relevant master data such as master recipe and resource. Frequently cooperates closely with PLM department, production supervisors and other people relevant for manufacturing.