How to use ORGANIZER - Records Management

SAP Transaction Code - Details

• Transaction Code: ORGANIZER

  Description: Records Management

  Release: S/4HANA and ECC 6

• • Program: SAPRMSSTART

    Screen: 1000

    Authorization Object:

  • Development Package: SRM_GENERAL

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: ORGANIZER - Records Management

  
  Overview:
  The SAP transaction code ORGANIZER is used to manage records in the SAP system. It allows users to store, organize, and access documents and other information related to their business processes. This transaction code is part of the Records Management (RM) module, which is used to manage records in an efficient and secure manner. 
  
  Functionality: 
  ORGANIZER provides users with a comprehensive set of tools for managing records. It allows users to store documents, create folders, assign access rights, and search for documents. It also provides features such as version control, document archiving, and document sharing. Additionally, it provides a secure environment for storing confidential information. 
  
  Step-by-step How to Use: 
  1. Log into the SAP system and enter the transaction code ORGANIZER. 
  2. Select the folder where you want to store the document or information. 
  3. Enter the document or information into the folder. 
  4. Assign access rights to the document or information if necessary. 
  5. Save the document or information in the folder. 
  6. To search for a document or information, enter keywords into the search bar and click “Search”. 
  7. To view a document or information, select it from the search results and click “Open”. 
  8. To share a document or information, select it from the search results and click “Share”. 
  9. To delete a document or information, select it from the search results and click “Delete”. 
  
  Other Recommendations: 
  It is recommended that users regularly back up their documents and information stored in ORGANIZER in order to prevent data loss due to system errors or other unforeseen circumstances. Additionally, users should be aware of any security policies that may be in place regarding the use of ORGANIZER and should adhere to them at all times.