Creating a New Version from the Initial Screen 

Prerequisites

You are on one of the following screens:

  • Create Document: Initial Screen
  • Change Document: Initial Screen
  • Display Document: Initial Screen

Procedure

  1. Choose Document → New version
  2. Enter the following data:

– Document number

– Document Type

– Document part

  1. Enter the document version

Depending on the setting for version assignment of the document type, you may have to make an entry. See: Document Version

The following overview displays the possibilities for version assignment.

Settings for Version Assignment of Document Type

Activities

Automatic assignment

The system ignores each entry in field Document version. The successor for the next highest version is automatically assigned (after the version number increments are set ).

No automatic assignment

You see the Create document: Initial Screen. Enter the data for the new version.

The next free Version should be assigned for the highest existing version.

Enter the special character "*" in the first part of the field Version. The system assigns the numbers according to the version number increments.

 

  1. Confirm your entries.

The system checks the data of the source document. You may need to edit the data in the dialog box.

See: Creating a New Version

  1. Edit the basic data:
  2. Save the new version.