How to setup a simple scenario using sap records management

How to Setup a Simple Scenario Using SAP Records Management

Applies to:
SAP Records Management 2.4 & 3.0.

Summary
This document aims at providing a basic understanding of how to work with RM using a simple scenario. For more detailed information on RM & more complicated scenario configuration details, please refer to the training BIT640 (generic RM), IP650(Public Sector RM) or get intouch with SAP consultants. Author: Pragya Pande

Company: SAP Labs India Created on: 05 July 2009

Author Bio
Pragya Pande has been with SAP Labs India for 4 years & has been associated with Records Management product for the same time as a developer first & now as a business expert. She has been involved in presenting the Records Management to the developer’s community in India at TechEd2006 &TechEd2007.

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How to Setup a Simple Scenario Using SAP Records Management

Table of Contents
Introduction .........................................................................................................................................................3 Basic Configuration to MakeSystem Usable .....................................................................................................3 Scenario Description...........................................................................................................................................6 How to Setup the Scenario.................................................................................................................................7 Related Content................................................................................................................................................24 Copyright...........................................................................................................................................................25

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How to Setup a Simple Scenario Using SAP Records Management

Introduction
This document aims at providing a basic understanding of how to work with RM using a simple scenario. For more detailed information on RM & more complicated scenario configuration details, please refer to the training BIT640 or get in touch with SAPconsultants. The document assumes understanding of SAP systems in general & familiarity with SPRO. It is aimed at users of SAP systems with some understanding of navigation on SAPGUI screens.

Basic Configuration to Make System Usable
The Records & Case Management application has been setup in a system & you have to prepare the application to get the basic functionalities running like creation ofobjects, workflow up & running etc.

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How to Setup a Simple Scenario Using SAP Records Management

There are few things which should be done before one can use RM productively even for research & testing: 1. Setting up Business Workflow: The business workflow should be setup first of all. This canbe done in transaction SWU3 (Automatic Workflow Customizing)

2. Creation of number range for case: In SPRO, navigate to option Define Number Range Intervals for Case (Application Server ->Basis Services>Case Management -> Define Number Range Intervals for Case)

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How to Setup a SimpleScenario Using SAP Records Management

3. Creation of number range for process route (transaction SPRO or SCASE_CUSTOMIZING) & activation of the workflow templates for use 1 : Menu option Activate Workflow (Application Server ->Basis Services->Case Management -> Activate Workflow) should be used to activate the Workflow template used in process route. Please use menu option Create Number Range...