Prerequisite
You can only use this procedure if the document type to be processed is linked to infotype 4001 Applications.
Procedure
If you want to assign a document to an applicant during initial data entry, proceed as follows.
- Scan the incoming document into the system.
- On the SAP R/3 System screen, choose Office ® Business Documents ® Documents ® Move.
- Place the cursor on the required presetting and choose Edit ® Choose.
- Place the cursor on the appropriate document type and choose Edit ® Choose.
The system displays a list of all presettings.
A list is displayed of document types defined for this setting.
The system requires you to confirm the scanned document’s assignment to the chosen document type. Confirm the assignment. Once the link has been created, the document is deleted from the scan queue.
This accesses the Initial Entry of Basic Data screen because the document type is linked to infotype 4001 Applications.
- Maintain the basic data.
- Save your entries.
- Confirm the message.
A message informs you that the facsimile has been processed and stored successfully.
Result
The document is assigned to the applicant. At the same time, basic data is entered for the applicant.
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