SAP Document Control


What Is Document Control?

Document control involves enforcing document management standards and organizing documents, information, and data in a consistent, standardized, and controlled manner. It ensures that documents are available for the necessary users, kept up to date, and contain approved and accurate information. Document control is a function of document management.

Document control includes keeping documents that are generated during a product’s lifecycle secure and consistent throughout the entire lifecycle. Businesses can use a content repository like SAP Document Management System (DMS) to ensure documents are stored in a central location and trackable or “controlled” as they move through the various stages of their lifecycle.

Data control is a significant part of document control and one of the benefits of SAP DMS.

Document management capabilities, including document control, are offered as part of SAP’s enterprise content management application, SAP Extended Enterprise Content Management by OpenText.

Several vendors provide DMS solutions that integrate with Docusign to provide document management capabilities.

Icertis offers Icertis Contract Intelligence, a contract management solution that includes a document management component.

What Does a Document Controller Do?

What Is Document Control?

Document control involves enforcing document management standards and organizing documents, information, and data in a consistent, standardized, and controlled manner. It ensures that documents are available for the necessary users, kept up to date, and contain approved and accurate information. Document control is a function of document management.

Document control includes keeping documents that are generated during a product’s lifecycle secure and consistent throughout the entire lifecycle. Businesses can use a content repository like SAP Document Management System (DMS) to ensure documents are stored in a central location and trackable or “controlled” as they move through the various stages of their lifecycle.

Data control is a significant part of document control and one of the benefits of SAP DMS.

Document management capabilities, including document control, are offered as part of SAP’s enterprise content management application, SAP Extended Enterprise Content Management by OpenText.

Several vendors provide DMS solutions that integrate with Docusign to provide document management capabilities.

Icertis offers Icertis Contract Intelligence, a contract management solution that includes a document management component.

What Does a Document Controller Do?

According to Randstad, an SAP customer and global human resources services leader, sitting at the forefront of remote workforce trends, a document controller is a controller responsible for the timely, accurate, and efficient preparation and management of documents. They control the numbering, sorting, filing, storing, and retrieval of both electronic and hard copy documents produced by technical teams, projects, or departments.

Who Needs Document Control?

Document control can provide benefits to any business. It is most commonly implemented in the following:

  • Engineering and construction industries
  • Businesses where documentation requires frequent modifications or updates
  • Companies that hold an ISO 9001 certification
  • Businesses where accessing reliable and updated documents is critical for continuity, compliance, or auditing
  • Businesses where large amounts of documents are produced or exchanged between entities.

 

1211 results

  1. Pull Sales Document Data Using a Delta Extract to Better Measure Partner Activity

    Published: 06/September/2011

    Reading time: 8 mins

    See how to build a pseudo delta extract mechanism so that you can pull sales document partner function data from SAP ERP Central Component and move it to SAP NetWeaver BW. This concept allows the business to see the respective partners on sales documents or alternatively allows business users to see and measure a partner...…

  2. Configure Packing Instruction Determination Strategies to Speed Up Product Delivery

    Published: 15/December/2017

    Reading time: 27 mins

    Learn how to configure packing instruction determination and implement determination strategies to optimize a delivery process using packing instruction determination records. Key Concept Packing is one of the stages in the delivery process that has an impact on how long it takes to process a delivery. With packing instruction determination functionality, the delivery process is...…

  3. Enable Global ATP to Provide Differential Customer Service

    Published: 22/September/2016

    Reading time: 23 mins

    Learn how to enable Global Available-to-Promise (Global ATP) to optimally allocate sales order confirmations considering various customer parameters and business needs. Key Concept Key configuration objects such as check instructions and scope of check play a very important role during an availability check. Check instructions control what availability check methods are called during the available-to-promise...…

  4. Remediate Issues within Financial or Operational Compliance Initiatives in a Single System of Record

    Published: 16/August/2010

    Reading time: 13 mins

    Too often, controls are managed using inadequate tools (e.g., point solutions, document repositories, and spreadsheets) that require too much manual tracking and updating. With SAP BusinessObjects Process Control 3.0, you can streamline issue identification and remediation with automated task notification and workflow-driven remediation plans. Key Concept SAP BusinessObjects Process Control 3.0 comes with an advanced...…

  5. How to Select the Most Suitable Active Budget Availability Control Solution for Your Organization

    Published: 25/February/2016

    Reading time: 18 mins

    Learn about the different tools available in an SAP system to implement active budget availability control and how to select the most appropriate tool for your organization based on its financial, cash flow, and budget control objectives. Key Concept Organizations of nearly all types and sizes hold a budget. The budget is a monetary depiction...…

  6. How to Set Up Business Partner Determination in mySAP CRM

    Published: 15/January/2007

    Reading time: 17 mins

    Learn about how the partner determination procedure works in mySAP CRM. Although you may be familiar with partner determination in R/3, the mySAP CRM version offers additional options. Key Concept Partner processing is a basic function in transaction processing that includes the partner determination procedure, which the system uses to find and enter partners in...…

  7. Prevent Unwanted Changes to Sales Documents and Avoid Unhappy Customers

    Published: 27/May/2009

    Reading time: 8 mins

    To make sure that sales quotations remain unchanged after you send them to your customer, you can set up SAP CRM to lock the sales quotation document for changes after the document is released. This ensures that the logistics and billing processes are followed according to the quotation copy sent to the customer. Key Concept...…

  8. CRM Text Management Facilitates Customer Communication

    Published: 15/October/2006

    Reading time: 10 mins

    CRM Text Management allows you to copy business partner data and create a view of all the follow-up documentation for a customer issue. Learn how to configure CRM Text Management to meet your business needs. Key Concept A text type is the text classification, such as a detailed customer description, internal information, or header information....…

  9. When and How Not to Split if Document Splitting Is Active

    Published: 19/July/2011

    Reading time: 6 mins

    Document splitting allows you to create balance sheets by organizational units other than company code. Line items such as vendor, customer, tax, discount, or bank are split based on characteristics such as profit center or segment. However, you might not always want to split some of these items. SAP ERP Central Component (SAP ECC) 6.0...…

  10. How to Use the Extension Ledger Functionality in SAP S/4HANA Finance

    Published: 08/April/2016

    Reading time: 14 mins

    Learn how to configure and implement the new Extension Ledger functionality in SAP S/4HANA Finance. Find out how to deactivate a ledger in a company code. Key Concept The Extension Ledger, which is only available in SAP S/4HANA Finance, helps you to save space in the database. You can use it to avoid duplication of...…