MINIPPS Community Marketplace – App4SAP User Guide

DOCUMENT

MANAGEMENT

FOR HR MASTER

DATA User Guide

CONTENT What it does? 1

What business process it solves? 1

SAP system 1

Functional specification 1

How to use the app 4

How to install 7

Author:

Lior Tabib

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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/PA20. 4. 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

1. 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.

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2. See the SPRO customization tree at:

Document type ZHR

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3. DMS "dirs" created with this extension partially support navigations using CV01/2/3N - all tabs are supported except Object Links:

4. The extension allows the creation of DMS, Changing file Creation date, Deleting DMS and displaying the attached file - all directly from the navigation tree.

5. The DMS customization include a class type 017 with the name EMPLOYEE_DOCUMENTS. See transaction code CL02 for the class definition:

6. Objects: Type Name Remark

Imp.Enh. ZCHANGE_PF_STATUS_IN_PAXX Sets the ZZZEDMPA30 PF-STATUS in program SAPLXPAD (t.code

pa30/pa20) Imp.Enh. ZCHANGE_PF_STATUS_IN_PAXX Sets the ZEDM transation call from program SAPLXPAD (t.code

pa30/pa20) in form CALL_TRANSACTION

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T.code ZEDM Employees tree with infotypes/Subinfotypes and DMS documents

T.code ZHDMACTV Activate this solution (ZHDM) USER_NAME = SAP user name or leave blank for all users ACTIVATE = X to activate STORAGECATEGORY = the files storage category (if blank, system uses DMS_C1_ST) MNTYP = Menu Type to display* MENUE = Infotype menu to display* * if blank, all infotypes/Subinfotypes displayed, else, only infotypes/Subinfotypes that are linked to this manu.

SPRO cust. ZHR New DMS document type that linked to the employee master data (linked to table PA0003)

How to use the app

1. Use transaction code ZHDMACTV to activate the solution:

You can limit the solution to one or more users (several lines can be inserted), or set it open to all users (by leaving the "User name" field blank.

Do not forget to set your recods active . 2. You can use the standard PA30 or PA20 transaction code, before choosing an employee, the

screen looks like :

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3. After an employee was assigned, the screen looks like this:

See the button. Clicking this button will lead you to the ZEDM tree:

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4. If you want to see more than one employee in the report (root tree node for every employee) use transaction code ZEDM directly:

5. Choose your criteria and execute:

6. In the tree, choose a node, and click the:

Button for new document upload.

Button for deleting a document.

Button for changing a document.

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7. 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)

8. Uploaded file in the tree structure look like this :

9. Double clicking the file’s icon (not the file name) will open the file.

10. Double click on the file name is open for your future development…

How to install

1. Manually create, using transaction code CT04, the following characteristics: 1.1. Name: EMPLOYEE

1.1.1. Basic data tab Description: Personnel number Status: Release Data type: NUM Number of Chars: 8 Template: __,___,___ Exp. display: 0 Mark Single-value

1.1.2. Description tab EN Personnel number

1.1.3. Values tab Leave blank

1.1.4. Addnl data Leave blank

1.1.5. Restrictions tab Leave blank

1.2. Name: INFOTYPE 1.2.1. Basic data tab

Description: Infotype Status: Release Data type: CHAR Number of Chars: 4 Template: Mark Single Value

1.2.2. Description tab EN Infotype

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1.2.3. Values tab Leave blank

1.2.4. Addnl data Leave blank

1.2.5. Restrictions tab Leave blank

1.3. Name: SUBINFOTYPE 1.3.1. Basic data tab

Description: Subtype Status: Release Data type: CHAR Number of Chars: 4 Template: Mark Single Value

1.3.2. Description tab EN Subtype

1.3.3. Values tab Leave blank

1.3.4. Addnl data Leave blank

1.3.5. Restrictions tab Leave blank

1.4. Name: CREATION_DATE 1.4.1. Basic data tab

Description: File creation date Status: Release Data type: DATE Mark Single Value

1.4.2. Description tab EN File creation date

1.4.3. Values tab Leave blank

1.4.4. Addnl data Leave blank

1.4.5. Restrictions tab Leave blank

2. Manually create, using transaction code CL02, the following Class: 2.1. Name: EMPLOYEE_DOCUMENTS

Class type: 017 2.1.1. Basic data tab

Description: HR employee documents Status: Release

2.1.2. Keywords tab Leave blank

2.1.3. Char. tab Add the following: EMPLOYEE INFOTYPE

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SUBINFOTYPE CREATION_DATE

2.1.4. Texts tab Leave blank

3. Implement change request transport LDVK939448 (HDM:Employee Document Management: Add DMS to an employee) by using your SAP BASIS team or use MINIPPS free mini application Uploading transport from local files.

4. Import the transport that is now in your queue list, to your system (use transaction code STMS).