This document discusses integrating SAP's Document Management System (DMS) with PI sheets and manufacturing cockpits. It provides steps to create and release documents in DMS, then configure XSteps and process instructions to display and retrieve documents from DMS within PI sheets. Classical PI sheets can also be configured to integrate DMS by defining process instruction categories and characteristics. The integration allows production documents stored in DMS to be viewed and archived directly from within PI sheets.

1. SAP PI Sheet integration with DMS
(Document Management System)
Execution Steps (XSteps) & Classic PI-Sheet
By,
Ankit Sharma
SAP PP Consultant
businessconsulting007@gmail.com
+91 – 8888896575 / 8888632763

2. Introduction
This document is related to integration of PI Sheet with DMS.
You can use this function to directly integrate production-relevant documents that are stored in the SAP
Document Management Service (DMS) in a PI sheet or manufacturing cockpit. The system can automatically
determine and display the valid, released document version. If the documents can be read directly in an
embedded frame in the PI sheet, they are archived in the batch record together with the PI sheet.
Prerequisites
You have stored your documents in DMS. To create a document in DMS from the SAP Easy Access screen,
choose Logistics → Central Functions → Document Management → Document → Create.
To display a document in the PI sheet, the following requirements must be met:
 The deletion flag is not set for the document.
 The document version specified is valid and released.
 Only one original application file with the specified workstation application is assigned to the document.
 The original application file to be displayed is active and stored in the secure storage area .
Business Scenario:
Please refer the below image for above scenario:

3. Create Document under Document Management System (DMS)
Transaction Code – CV01N
Enter Document Number
Enter Document Type
Enter Document Part
Enter Document Version
Enter Description

4. Attach the document.
User have privilege to select type of document which they wants to upload.

5. Document will get uploaded in the DMS.

6. User can enter Plant, Material and Production Version

7. User will need to change the Document Status to Release – FR.
Save the Document. One document will get created in DMS.

8. In the similar way, user can create different documents based on Business Requirement.
In this scenario, we have created 5 documents.
You can change the configuration of DMS by below transition code as per user requirement:
DC10 Define document type
DC20 Define data carrier
DC30 Define workstation application
OAC0 Maintain Storage System
OD00 Number range for document

9. Create Xstep Repository to integrate DMS.
Create New Folder
Rename FOLDER name.

10. Create Standard Xstep.

11. Re-name the Xstep Tree.
Enter version and Valid period

12. Create XStep

13. Enter Parameter and required characteristics.
User can enter values under Valuation

14. Decide the scope of Generation
Select Destination

15. Create Process Instruction
Select Process Instruction type as – Universal Process Instruction Category.

16. Create a Long Text for Instruction
Select Characteristic as “Message Text”
Write the instruction which should be visible to user on PI sheet

17. Create new Process Instruction

18. Create a control data with Function Call

19. Enter Functional Module name so that system can call DMS.
Functional Module – COPF_DOCUMENT_SHOW_DIRECT

20. Enter the Parameter values for Export Parameter.
As all the parameter are mandatory, user need to update all the values.

21. Before using Xstep in Master Recipe or Process Order, Release the same.
We can change the Xstep repository based on user requirement.

22. User can also simulate and see how PI Sheet looks.

23. Testing the Functionality:
Create a Process Order, assign Xstep repository and Generate Control Recipe.
Execute Transaction CO60 to see PI sheet Dashboard.
User can click button to open document which are stored in DMS.

24. PDF uploaded to DMS will get open via PI sheet.

25. PDF document will get open

26. You can create different design template of PI sheet. Look and Feel along with functionality can be
changed as per user requirement.
For E.g.: Real-Time PI-Sheet display for Process Order, post integration with Master Recipe
You can enter Document Number, Type, Part and Version in the PI sheet itself. There is no need to
maintain hardcoded fixed parameter in Xstep Repository.
Defining of Parameter:
There is no need to define fixed value for Parameter:

27. You can enter Document Number, Type, Part and Version in the PI sheet itself and can open the
Linked document.

28. Create Classical PI sheet to integrate DMS
 Few Industries are using Classical PI sheet or we can say Characteristic based PI sheet.
Define Process Instruction Categories:
Transaction - O12c
Instruction Cat name with Description – ZDOC
Process Instruction Type – 6 (Dynamic Function Call)
Define Various Characteristic and its Values

29. To Simulate PI Sheet, user can click PI Assistant button.
User can click on BROWSER to simulate PI sheet

30. Look and Feel of Classical PI sheet:
Functional Consultant/ ABAP team can also execute Function Module for testing purpose
Transaction Code – SE37

31. Create CRD (Control Recipe Destination)
Transaction Code - O10C:

32. Testing the Functionality:
Create and Release Process Order:
Send Control Recipe.
Transaction Code - CO53

33. Execute PI sheet
Transaction Code - CO60
PDF Document will get open which is link to DMS.