A Step-by-Step Guide for Uploading External Documents to a DMS via DIR

  • by Kamal Jain
  • July 1, 2014
Kamal Jain demonstrates how to upload external documents onto the SAP Document Management System (DMS) content server via a Document Information Record (DIR) for FI transaction codes FB02 and FB03.
Learning Objectives

Reading this article you will learn:

  • How to upload documents into the SAP Document Management System (DMS) via the Document Information Record (DIR) interface
  • The technical design for creating an attachment on an FI transaction (transaction codes FB02 or FB03) into DMS via DIR
Key Concept
Normally when you upload a document using transaction codes FB02 or FB03, it would be stored in the SAP database as an object, which has a high impact on memory. The SAP Document Management System (DMS) content server is an additional document storage medium to keep documents apart from the SAP database. A Document Information Record (DIR) is an interface between the document on the content server and the SAP FI document object.
Attaching documents into an SAP transaction is a frequent requirement. The SAP Document Management System (DMS) provides a simple transaction for linking, mass storage, and central access as well as a scalable architecture. It is a tool that is part of SAP ERP. An add-on called Document Information Record (DIR) that comes with the ERP package provides document creation functionality. Additional custom attributes (characteristics of DIR) improve search criteria, link to SAP transactions, and store documents to the SAP application server or content server (if available) to be accessed centrally by all users.

Kamal Jain

Kamal Jain is an SAP-certified professional and works with the SAP Global Delivery IS practice. He has around 10 years of extensive experience in design, development, and production support. He has worked in many modules, including SAP IS-OIL, Retail, FI/CO, PP, SD, EHS, QM, PM, and MM. He has been part of many challenging assignments, including SAP implementations for Japan Airlines, PUMA, and Orpic.

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