IDM - Pointing to or attaching IDM invoices to Email

jpulaski

Hi, how would we go about formulating a link directly to any/all IDM invoices for a given Invoice.  We would like to give the users a link to the invoices inside of the AP invoice approval flow.  Additionally, some invoices are actually attached as documents and not scanned in through Datacapture which end up in IDM!

Thank you

andy

Do you want a link to the IDM document, or would adding the  IDM document as an attachment suffice?

You can use the IDM activity in IPA to retrieve the IDM Document and it will be saved in PfiFileStorage. You can then attach it to the email using the PfiFileStorage path. You could probably also get the IDM document link with an IDM API web call.

For the Invoice Attachments not in IDM, you could probably check for existing associated PayablesInvoiceDocument records, and similarly save the associated attachment data to PfiFileStorage for later attachment in an email.

If you want to link directly to the PayablesInvoiceDocument Attachment it would probably be something like this...

"">fin-<YOURTENANT>.inforcloudsuite.com/.../PayablesInvoiceDocument(<PayablesCompany>,<PayablesInvoice>,<PayablesInvoiceDocument>).Attachment.File"