Create Plant Type and Map Documents

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A Plant Type refers to a warehouse, storage place, or a plant where a supplier manufactures or stores their goods. Any supplier who owns any of these also maintains documents related to the plant. Some examples of documents related to plant are invoices, final reports, budget documents, company balance sheets, and so on. A supplier must ensure plant related documents are valid and up to date.

Using DMS, you can organize and manage the documents and map the plant type to the supplier. Upon mapping the required documents are displayed to you.

Consider you wish to create a plant type and map the required documents.

To create a new plant type and map documents:

  1. On the navigation menu, click the Reference Data Library app.

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    Result: The Reference Data Library page is displayed.

  2. Click the Plant Document Industry Mapping reference type from the Type filter drop-down and click Apply.

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    Result: The Search grid displays a list of plant types and the mapped documents.

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  3. Click on the Add icon.

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    Result: The Reference Data Attributes split window is displayed.

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  4. Perform the following and click Save.

    • Plant Type: Enter the plant type.
    • Plant Type Code: Enter the plant type code.
    • Required Documents: Select the required document from the drop-down list.

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    Result: The newly created document type is displayed.

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  5. Create Plant or navigate to the existing plant entity type.

Note

While creating a plant, you must specify the Plant Type.

  1. Navigate to the plant Entity Manage page.

  2. Select Basic Attributes from the Attributes drop-down.

    Result: The plant related attributes are displayed. The Required Documents attribute displays the relevant documents.

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