Late Archiving of Incoming Original Documents Using Bar Codes (SD-CAS)

The following steps describe a typical late archiving scenario using bar codes.

  1. As part of a promotion, the Cookie Company sends out a questionnaire to customers and sales prospects to gauge their reaction to a new product.
  2. The mailroom clerk affixes a ready-made bar code label to completed questionnaires as they are sent in, and forwards them to Mr. Baker in Sales Support who is in charge of calling up each customer who sends in a questionnaire.
  3. Working from an original questionnaire, Mr. Baker creates a telephone call in the R/3 System. When he finishes processing the sales activity and confirms his data, the system issues a dialog box requesting the bar code number of the original document. Mr. Baker, who usually enters the number manually, decides to scan in the number with his new bar code wand.
  4. He then forwards the original document to Mrs. Collins who is in charge of scanning documents into the system. When she has finished archiving the document, she checks it for quality and completeness. From this point, the procedure is carried out automatically.
  5. The scanning component recognizes the bar code and reports it back to the R/3 System together with the archived document ID.
  6. SAP ArchiveLink assigns the archived document to the telephone call which Mr. Baker created. Mr. Baker or any other authorized employee can now access the document directly from the sales activity.