List of key SAP DMS transaction codes to verify document management workflows, configurations, and integrations in SAP S/4HANA:
Document Info Record Management
T-Code | Purpose |
CV01N | Create document info record |
CV02N | Change document info record |
CV03N | Display document info record |
CV04N | Search document info records (attributes, classification, full-text) |
Classification & Metadata
T-Code | Purpose |
CL20N | Maintain classification for documents |
CT04 | Create/maintain characteristics |
CL24N | Assign classes to document types (Class Type 017 ) |
Document Distribution
T-Code | Purpose |
CVI1 | Create recipient lists for document distribution |
CVI8 | Start document distribution |
CVI9 | Check distribution log |
Document Structures & BOMs
T-Code | Purpose |
CV11 | Create document structure (document BOM) |
CSD5 | Where-used list for documents (linked to materials/BOMs) |
Workflows & Approvals
T-Code | Purpose |
SBWP | Business Workplace (SAP Inbox for workflow tasks) |
PFTC | Workflow configuration for DMS |
Digital Signatures
T-Code | Purpose |
SCU0 | Configure digital signatures |
DSAL | Display digital signature audit log |
Integration & Reporting
T-Code | Purpose |
CCO4 | Product Structure Browser (view document hierarchies) |
MM02 | Link documents to material masters (via object links) |
Infrastructure Setup
T-Code | Purpose |
CSADMIN | Content server administration |
DC10 | Configure document types |
OAC2 | SAP ArchiveLink configuration |
Authorization & Security
T-Code | Purpose |
SU24 | Check authorization objects (e.g., C_DRAW_TCD for document access) |
PFCG | Role maintenance for DMS access |
Conversion & Archiving
T-Code | Purpose |
CONV02 | Convert originals to PDF/neutral formats |
SARA | Archive documents via SAP ArchiveLink |
Tips for Verification
- Document Lifecycle:
- Test CV01N → CV02N → CV03N for create/change/display cycles.
- Validate document status transitions (e.g.,
CRTD
→REL
).
- Integration with MM/PP:
- Use MM02 to attach documents to materials.
- Verify CSD5 for where-used lists in BOMs.
- Workflows:
- Trigger workflows via PFTC and check tasks in SBWP.
- Security:
- Verify role-based access using SU24 and PFCG.
For detailed configuration steps, refer to SPRO → SAP Reference IMG → Document Management System.