Classifying Documents in the Classification System

Prerequisites

Procedure

Go to the Classification screen (Logistics → Central functions → Classification).
Choose Allocation → Maintain → Object to classes.

You see the Allocate Object to Classes: The rest of the procedure is dependent on the following parameters in the user master data:

Parameter-Id CTY Class type
Parameter-Id CTY Class
Parameter for Documents

The following overview displays which activities you can do

Parameter

Activity

No default value exists

Choose the class type (for example 017 document management) and confirm your enter.
Enter the document data, and confirm your entries.
Enter the class(es).

Default value exists

The system reports the default values from the use master record when processing starts. The last-used data is always set as default when further processing starts.

You can enter new data by choosing Allocation → Other allocation. After you have entered all the data for document data and class type you can allocate the class(es).

If want to display or valuate the characteristics select the class.
Select (Valuation of the allocation).

The system adds the screen section Valuation to <class> <object> to the screen. On the tab page General all characteristics of the entered class are listed.

If the class is part of a class hierarchy, you may see other fields for characteristics that are inherited from other classes in the hierarchy.

Select characteristic that you want to valuate.
Select (Choose).

The Allocate Object to Classes screen reappears.

Save your allocation data.