Enter Document Defaults per Object

Explanation

Use this activity to enter rules for default document class per business object or objects when more advanced configuration is needed than what can be achieved using the central default values. For example, you can define default document class for a certain business object type.

Prerequisites

• The document classes must have been setup.
• The business object types must have been made document-aware.

System Effects

After configuring rules, the specified document class will be fetched when creating a new document from the business object.

Window

Document Defaults per Object

Related Window Descriptions

Document Defaults per Object

Procedure

Registering a rule to fetch a certain document class for a certain business object type.

Perform the following procedure if you want certain default document class to be used when creating new document to a business object of a certain type. In this procedure, the class 100 and the object type EquipmentFunctional will be used.

1. Open the Document Basic window and click on the Document Defaults per Object tab.
2. Click New to create a new line. A new line should be created and a value for the Config No should be filled in automatically.
3. In the Lu Name field, enter the LU name for the business object type that should be affected by this rule. Since the field supports wildcards to be entered there is no validation that the LU name is valid. (E.g. Enter EquipmentFunctional as the LU name).
4. In the Lu Key Ref field, leave the wildcard that was added when the line was added.
5. In the Document Class field, enter a valid document class. (E.g. Enter 100 as the document class). Use the List of Values to set valid default values.
6. In the Format, Language Code fields, enter the default values you want to be applied from this rule. Use the List of Values to set valid default values.
7. Click Save.

Rules using wildcards in the Lu Name field.

Use the same steps as in the previous procedure, but combine letters and wildcards when entering the values for Lu Name. E.g. if there are several Lu Names where the name starts with Equipment, and you want to have the same rule for all those objects, enter Equipment% as the value. It will make the rule match both EquipmentFunctional and EquipmentSerial objects.

Rules using wildcards in the Key Ref field.

In more complex setups, you can also use wildcards in the Key Ref field, to get a more specific match on certain business objects. E.g. For the Lu Name EquipmentFunctional setting the Key Ref as CONTRACT=20^MCH_CODE=%, will make the rule match all equipment objects on site 20.

Wildcards can be used in both of the condition fields, in different combinations.

For more information on how rules work, see About Document Defaults per Object.