Late Archiving of Incoming Original Documents (SD-CAS)

The following steps describe a typical scenario in which incoming paper documents are archived after a sales activity has already been created:

  1. Ms. Bauer, a sales representative, receives a call from a customer who requests the demonstration of a new product.
  2. She immediately creates a sales call in the SAP R/3 System.
  3. As a result of the demonstration which takes place several days later, the customer sends in an inquiry requesting further information. Ms. Bauer wants this inquiry assigned to the sales call, so she forwards it to Mr. Miller to be scanned into the system and assigned to the sales call. She sends along additional information on the sales call, such as the document number and type.
  4. Using the SAP ArchiveLink interface in the R/3 System, Mr. Miller chooses the function for late archiving and selects an appropriate incoming document type, in this case "Customer inquiry - Sales activity", SDIACTINQ.
  5. The system displays a dialog box in which Mr. Miller enters the number of the sales call. When he confirms the entry, the system automatically archives the original document and assigns it to the sales call.
  6. When Ms. Bauer calls up the sales call again, she can display the original document in the SAP ArchiveLink viewer by choosing Environment ® Optical archive ® Display facsimile and selecting Archived documents in the sales call header.