1. SAP Glossary
  2. Energy Portfolio Management
  3. document flow category


What is document flow category in SAP IS-U-EPM - Energy Portfolio Management?


SAP Term: document flow category

  • Component: IS-U-EPM

  • Component Name: Energy Portfolio Management

  • Description: A classification of a document flow that defines the relationship between existing deals. The document flow category is merely informative in character and does not influence the linking process itself.


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  • Key Concepts: 
    Document flow category is a component of the SAP IS-U-EPM Energy Portfolio Management module. It is used to classify documents according to their purpose and content. Documents are grouped into categories such as invoices, contracts, and orders. This helps to organize documents and makes it easier to find them when needed.
    
    How to use it: 
    Document flow categories can be created in the SAP system by going to the “Document Flow Category” tab in the IS-U-EPM Energy Portfolio Management module. Here, users can create new categories and assign documents to them. Documents can also be assigned to existing categories. Once a document is assigned to a category, it can be easily found by searching for the category name.
    
    Tips & Tricks: 
    When creating document flow categories, it is important to choose descriptive names that accurately reflect the purpose of the documents in that category. This will make it easier for users to find the documents they need. It is also important to keep the categories organized by assigning documents to the most appropriate category.
    
    Related Information: 
    The SAP IS-U-EPM Energy Portfolio Management module also includes other features such as document tracking and document archiving. These features can be used in conjunction with document flow categories to further organize documents and make them easier to find.
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