Hello and welcome to the official Infor Document Management forum, a part of the Infor OS Platform community. We're excited to have you here and look forward to fostering a collaborative environment where users can share knowledge, ask questions, and explore the capabilities of Infor Document Management(IDM). 🚀 About This…
We are working on an M3 finance report in the IDM Word plugin, and we need to implement a function to convert numbers to text. Is there any standard way to do this?
Hello, Could you confirm that it is not possible to upload to a file server the pdf or excel files generated by IDM as part of print management (Report or Document) from M3? Do you know of any workarounds that could be used to meet this need? Thank you. I look forward to hearing your ideas. Denis
Hello, Is it possible to save the xml of an M3 print in IDM rather than the corresponding pdf? Because I haven't managed to identify the right settings to be made in M3 and IDM to achieve this result. Thank you for your help Denis
Hi, I am new to IDM and would like to attach document to my session based on the combination of Customer, TenderNO, Customer PO and Contract # through IDM.
Hi All! We are working with an infor COM 7.5 system. Since we changed our label printer, the label also have to be redesigned. Currently the stock label is hardcoded in the database setup don during initial setup process. I found the file called irWMSStockItem with an *.ipj extension. In the file I can see some Crystal…
I have a custom document type created in Document Management and would like to be able to select from a list of documents of that type in a form within FSM either via a dropdown or a lookup field. Ideally the lookup field would show every document of that type currently in Document Management and allow pulling any of the…
Hi, I'm trying to to merge multiple documents from IDM into one single PDF file and store it user FSM_PaymentOutputFileHeader document type. There will be more than 1000 documents (each containing 2-3pages) to merge. For this requirement, I am currently using Submit API Below is the input and target that I have provided.…
My use case is the following: When a user prints a document in IDM, it generates an XML file. I want ION to detect that new XML and trigger a workflow to send it to the M3 MEC module for processing under an MEC agreement. My questions: Can IDM be configured to push the XML to ION on print? Which ION event or connector can…
I am trying to add a business context model XQuery between the PO Header and the Document Type - AP_Trade_Invoice. The PO Header has the standard object ID's. The AP Invoice has attributes of Company # and Purchase order number. The AP invoice does not separate the Purchase Order and the suffix into 2 objects. It is stores…
Hi, Does anyone know if it is possible to archive a document in IDM via an ION API call? That is, to update the status of a document already in IDM to "Archived" ? There is a button for this on the UI: /items/{pid} Update an Item appears to be able to update the attributes, resources, and ACL for an item, but no word about…
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