How to use SRM_DOCFINDER - SRM: Maintain DocFinder Settings

SAP Transaction Code - Details

• Transaction Code: SRM_DOCFINDER

  Description: SRM: Maintain DocFinder Settings

  Release: S/4HANA and ECC 6

• • Program:

    Screen: 0

    Authorization Object:

  • Development Package: SRM_GENERAL

    Package Description:

    Parent Package:

  • Module/Component:

    Description:

Smart SAP Assistant

• SAP Tcode: SRM_DOCFINDER - SRM: Maintain DocFinder Settings

  
  Overview:
  SRM_DOCFINDER is a transaction code used in SAP systems to maintain settings for the DocFinder feature. DocFinder is a tool that helps users quickly find documents related to their current task. It can be used to search for documents stored in the system, such as purchase orders, invoices, and contracts. 
  
  Functionality: 
  The SRM_DOCFINDER transaction code allows users to configure the settings for the DocFinder feature. This includes setting up search criteria, defining which documents should be included in the search results, and setting up access rights for different users. The settings can also be used to customize the look and feel of the DocFinder interface. 
  
  Step-by-step How to Use: 
  1. Enter the SRM_DOCFINDER transaction code into the command field. 
  2. Select the “Settings” tab. 
  3. Select the “Search Criteria” tab and enter your desired search criteria. 
  4. Select the “Documents” tab and select which documents should be included in the search results. 
  5. Select the “Access Rights” tab and set up access rights for different users. 
  6. Select the “Look & Feel” tab and customize the look and feel of the DocFinder interface. 
  7. Save your changes by selecting “Save” from the menu bar at the top of the screen. 
  
  Other Recommendations: 
  It is recommended that users test their settings before making them live by using the “Test” button on the Settings tab. This will allow users to see how their settings will affect the search results before they are applied to all users of DocFinder. Additionally, it is recommended that users regularly review their settings to ensure they are up-to-date with any changes in their organization or system environment.