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.
- On the SAP R/3 System screen, choose Office ® Inbox.
- Use the appropriate function to choose the list that you require.
- Select a document and choose Document ® Execute.
This takes you to the initial screen of your integrated inbox.
The system displays the applicant documents sent to you by the scanning department.
The Process Document Type dialog box is displayed. Check that the document type in this dialog box is correct. The Change function enables you to change the current assignment. The Create function enables you to assign the document to another document type.
- Place the cursor on the document type you want to process and choose Process.
- Maintain the basic data.
- Save your entries.
- Confirm the message.
This accesses the Initial Entry of Basic Data screen because the document type is linked to infotype 4001 Applications.
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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