rms document
TRANSCRIPT
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D ig i t a l Do c um e n t s , Re c o r d s &Ca s e s
Introduction to Records & CaseManagement
Author: Joachim BeckerSpeaker: Paul Smith
Duration of the eBook: 20 minutes
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Enterprise Resource Planning
OrderEmployee
Debtor
Leave Request Material
Payment
Dunning
Payment
LetterProject
Job
StorageLocation
Account
LogisticsFinancials
HR
Invoice
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Enterprise Resource Planning
OrderEmployee
Debtor
Absence
RequestMaterial
Payment
Dunning
Payment
LetterProject
Job
StorageLocation
Account
LogisticsFinancials
HR
Invoice
Correspondence
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Image of a FI Document Business Object (Invoice)
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Image of a FI Document Business Object (Invoice)
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Document Processing for Incoming Invoices
Logistics
Financials
HR
Archiving
W O R K F L O W
Imaging
Content Server
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Business Workflow Controls the Business Process
LogisticsFinancials
HRW O R K F L O W
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Records Management
Logistics
Financials
HR
Record
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Electronic Records Example: Personnel Record
Display, Create andChange Information
Objects (Elements)
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Example: Personnel Record in Companies
GeneralCorrespon-
dence
Document:
Reminder
Document:
Pay Increase
Application
ArchiveLink
Document:
Diploma
ArchiveLink
Document:
Employer
Reference
ArchiveLink
Document:
Resume
ArchiveLink
Document:
Letter
HRAdministra-tion Objects
HR Info Type:
Basic Contract
HR Info Type:
Main BankDetails
HR Info Type:
Org.
Assignment
HR Info Type:
Address
ontent of aPersonnel Record
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But there are far more application scenarios
Personnel recordsCustomer records
Project records
Contract recordsDunning records
Patient fi les
This generic approach allows
solutions in combination withevery application for every
industry...
C
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Case Management
Header dataof the case:
(free)
definition of
attributes
Notes:
answers,
memos, ...
Li k d Obj t C R d
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Linked Objects: Case Record
All information related to
the business process is
managed within the Case
Record (Linked Objects)
Navigate between
different views:
Linked Objects (Case
Record)
Notes Process Route
(Workflow Path)
Log
Wh t I SAP R d M t U d F ?
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What Is SAP Records Management Used For?
Records Management replaces paper
records with digital records (or files) thatcontain digitally stored documents.
Electronic records consist of business
documents and business objects thatbelong to a common business context.The content of the records is structured
to match the flow of the businessprocess.
Workflows can be started from electronicrecords. SAP Records Management also
includes additional ad-hoc functions.
Cases support the processing of businesstasks.
SAP Records Management actively manages
and keeps track of your businessprocesses.
O i SAP R d M t
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Overview: SAP Records Management
Ope
nInfrastructur
e:ServiceProviderFramewo
rk
Records
Management
Case
Management
Business Workflow Ad hoc Workflow
ArchiveLink KPro WebDAV
Generic Document Management API (GDMA)
Document Management
SAP Content
ServerTREXSAP Cache
Server
SAP Records Management as a Construction Set
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SAP Records Management as a Construction Set
SAP Records Management
includes components and toolsthat help you to easily set up a
customer solution. The tools are
designed to solve problems in the
following areas:
Document Management
Workflow / Process Management
(Cross-System) integration of
documents and applications
SAP Records Management offers a
set of business services that helpyou to manage your business
processes.
SAP Records Management: Application Solutions
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SAP Records Management: Application Solutions
SAP does not only offer a construction set, it also offers
preconfigured application components based on SAP RecordsManagement, including:
SAP Public Sector Records Management
mySAP Financials:
Dispute Management
Compliance with U.S. Sarbanes-Oxley-Act of 2002
mySAP CRM: Case Management
...
Keeping Track of Business Processes
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Keeping Track of Business Processes
With Business Workflow youcontrol, automate, and optimize
standard Business Processes;Cases help to manage processes
that cannot always be carried outin the same way; electronic
records help you to keep track ofyour Business Processes.
Records Management Documents Business Processes
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Records Management Documents Business Processes
SAP Records Managementis not a Document
Management System.
SAP Records Management: Document Management
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SAP Records Management: Document Management
SAP Records Management makes use of the proven document
management infrastructure included in SAP NetWeaverTM
ArchiveLink / SAP HTTP Content Management Service offers a standard
interface for external archiving systems (optical archiving)
ArchiveLink manages typical document processes including scanning
and storing outgoing documents (print, fax, e-mail, ...)
The Document Viewer allows you to view various document formats
such as TIFF, PDF, and JPG; and offers you features such as
annotations.
The Document Finder allows efficient document retrieval
TREX offers ful l-text search capabil ities.
The Knowledge Provider (KPro) manages versioning, the handling of
attr ibutes, and so on.
The SAP Content Server can be used as a cheap alternative for storingdocuments.
The SAP Cache Server minimizes network traffic when working with
distributed locations.
Interactive Forms avoid discontinuity of media and reduce paper.
SAP Records Management offers a proven Document Management
Summary
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Summary
SAP Records Management includes tools for the management ofelectronic records, documents, cases and processes.
Records Management replaces paper recordswith electronic records.
Cases are used to actively process business tasks.
SAP Records Management offers an integration platform:electronic records include both electronic documents and data
records, known at SAP as business objects and applications, andthese records can be integrated from different systems.
You can automate your core processes with Business Workflow /Webflow. SAP Records Management offers additional ad hoc
Workflow tools.
SAP Records Management relies on an open infrastructure thatallows the enhancement and integration of third partyapplications.
Records Management and Case Management are included invarious preconfigured application solutions.
Quote
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Quote
If you only put Web Pages in front of
poor business processes then you
demonstrate to the whole world howpoor your processes really are.
First you have to manage an internal
business integration before you start
to develop cooperative external
processes.
Michael Hammer, Philadelphia 1999