Infor Document Management (IDM) and CSI ConsolidatedInvoicingLaser

CSI has some default IDM Workflows - one of those is ConsolidatedInvoicingLaser. When I make this ACTIVE everything works --except it does not bring the Customer Order number over as an attribute. Has anyone else had this issue or does anyone have this working and want to share? Here is what the Workflow looks like in CSI:

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unknown

This was the problem. Thank you.

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unknown

? Anyone?

Rees Howel

Depending on the version you're on, there isn't necessarily a one to one relationship between an Order and a PickPackShip Shipment, hence the order number column in the inv_hdr_mst table is NULL.

Pick Pack Ship was originally intended as a way of allowing lines from multiple orders to be included in a single shipment. This forced users to use the Consolidated Invoice rather than the Order Invoice Credit Memo (which DOES have a one to one relationship with an order). In later versions of 9.01, a parameter was added which allowed Order Invoice Credit Memo to be used with PPS Shipments (and presumably limits shipments to containing lines from only one order). I don't know if setting the parameter causes the order number column to be populated in inv_hdr_mst (I've never checked). You'd hope so, but you never know with Infor

unknown

This was the problem. Thank you.

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