Exchanging Document Data with an External System 

Use

The Insert function allows you to transfer document data between the SAP Document Management System and an external system (for example, CAD system).

You are editing a technical drawing (for example, a design drawing for a driving gear) in a CAD system. You want to insert a gearwheel in this drawing. Your SAP Document Management System contains a document with an original application file that is a drawing of this gearwheel.

Prerequisites

This function is only active if you are working with the CAD dialog RFC interface.

See also:

Function Overview of the Dialog RFC Interface

Technical Description of the Dialog RFC Interface

Features

If you are working with the CAD dialog RFC interface, an RFC link is established between an external system and the SAP GUI (graphical user interface). This connection allows you to access SAP transactions and transfer data.

The Insert function allows you to transfer the following document data between the SAP Document Management System and an external system:

  • Document key (Document, Document type, Document part, Version)
  • Access path for original application file

Activities

  1. In edit mode in the external system, choose the function for displaying a document.

You see the Display Document: Initial Screen.

  1. Enter your document data.

You see the Display Document: Basic Data

  1. Highlight the original application file that you want to insert.
  2. Choose Original → Insert.

The original application file for the gearwheel is inserted in the design drawing for the driving gear.

In the status bar of the document you see the following information:

Document <Document number> <Document type> <Document part> <Version> has been inserted.

Hints on Finding a Document Using Object Links:

In the external system, you are searching for a material (the gearwheel) via classes.

  • You find the material master record.
    The material is linked to a document that has an original application file for the gearwheel.
  • To display documents that are linked to a material, choose Extras → Document data.
    You see the Linked Documents dialog box with a list of all documents that are linked to the material.
  • Select a field of the document whose original application file you want to copy to the CAD system.
  • Choose Insert original.
    If more than one original application file is maintained for the document, you can choose one.