Template documents must made available to the users as simple as possible. SAP-DMS allows this with following methods:
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Example for key in characteristic - "According assignment in templates"
Vorlage
| Document A | Document B | Document B | Document D |
|---|---|---|---|---|
Template A
| ❎ | ❎ | ❎ | 🔲 |
Template B
| ❎ | 🔲 | 🔲 | 🔲 |
Template D
| 🔲 | ❎ | ❎ | 🔲 |
Template D
| 🔲 | 🔲 | 🔲 | 🔲 |
Template E
| ❎ | ❎ | ❎ | ❎ |
...
Access examples, if several templates grab, the user can choose one from a selection:
Document type | Identification | Template(s) | Note |
|---|---|---|---|
TSP | TSP-BH | TSP-BH: | Direct usage of template, no selection. |
TSP | TSP-AC | TSP-AC:1 and TSP-AC:2 | The user has to select one of the found templates. |
TSP | TSP-ZF | TSP: | No template for identification found, therefore the template with key = document type will be used. |
QV1 | QV1-BX | None | No valid template found and a corresponding message given to the user. |
...