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.

I have to transfer a IDM Document from one system (LTR 2025.06) to an other one (CE).

My consideration;

• activate ION Integration
• create a Data Flow from the source IDM to the destination IDM with the Sync.ContentDocument BOD and a mapping from sync to process on the way …

Do far so good:

• BOD is triggerd
• Data Flow works - Document will be created on the destination side …

But:

In the Sync.ContentDocument BOD there is only the (not direct useable - KB2231342) url to the document himself.
For the process BOD I'll need the Base64Binary string … Therfore only the Document Header without contend will be created on the destination side.


Does anyone have experience with a scenario like this? How can it be solved?

I would have expected it to be possible to transfer data between two Infor systems.

I'd really like to avoid programming an application that selects the document via API, downloads the content, base64-encodes it, and then transfers it back to the target system via API. Surely there's an easier way?

T'x

Christoph

Name
Address line 1
City, State Zip

Instead of:

Name
Address line 1

City, State Zip

Where Address line 2 is blank.

I have tried a few combinations of concatenating '&#xa' between the strings and normalize-space() and translate(). What would be the best way to approach this?

Thank you!

I have been working with the DOCX templates a bit, and while I do like them for fairly easy formats and such, I have not found a way to use any HTML or rtf markup in the XML that gets sent. I am using the Word Add In to test.

I have tried the typical "<Notes><![CDATA[{\rtf\b Hello World\b0}]]></Notes>" and <Notes><![CDATA[<div><strong>Hello</strong> world!</div>]]></Notes>, but it just renders as plain text. Infor documentation mentions the RichText Content Control, but that does not seem to help.

Has anyone found a markup language that does work or some way to make either HTML or RTF work.

I need to be able to send the markedup text in the xml → Converted to base64 → added to the JSON for the Document Output api.

Any help would be appreciated.

Thanks

Here's the command I'm trying to run:

java -jar -Xms1024m -Xmx1024m --module-path "C:\Program Files\Java\javafx-sdk\lib" --add-modules=javafx.controls,javafx.fxml,javafx.web "C:\Program Files\Java\utilities\Utilities.jar" fileImport -path="C:\Users\username\Desktop\Test_PDFs" -documentType="AP_Invoice" -baseUrl="https://idm.inforcloudsuite.com/ca/client/"

The predefined Preview of a picture is too small and full picture too big, so was hoping to be able to make a conversion to 800 KB sized JPG.

I am developing IDM template and I want to retrieve information from another section in XML file. I try to use xpath function in IDM script.

// Take line number from current section and save in $Test1 variable.

$Test1= xpath(UBPONR);

Then need to search item description

$Test = xpath(/M3OutDocument/DataArea/Document/Subdocument/Lines/Line[UBPONR = $Test1]/VFITDS);

Thank you

Priyantha

Ideally the lookup field would show every document of that type currently in Document Management and allow pulling any of the attribute data about the documents into FSM for storage in a custom business class.

I have seen the Business context model configuration page in Document Management as well as the IDMItem type field in FSM which both seem like they could help here… but I have been unsuccessful in getting either to work how I want.

Is there a known common way of doing this or any examples of it being done that I could work off of?

Infor CSD user here.

I am familiar with using the base level IDM/items API to upload documents to document management, specifying attributes such as 'Order_Number' and 'Order_Suffix' to attach documents to their orders. I also specify document type when uploading using IDM/items, for example, entityName: 'Pick_List'.

A functionality I would like to have is to check if a document exists for a particular order before attaching a new one. To do this, I would need an API which gave me some kind of list containing the attributes and their values for each document attached to a given order that is of type 'Pick_List'. I want to be able to initially provide the order number and suffix in my request body, and parse through the response to see the data for each 'Pick_List' document for that order.

If I had to guess, this would be achieved through one of the IDM/items/search APIs. Is this correct?

I am on Infor LTR. I have a workflow that runs to assign tasks and update values in IDM. However, I would like to run this workflow on a schedule based on data retrieved through an API call to IDM where a certain field is missing. How can I "loop" through items returned in an API call in a workflow and use this data to call a sub process workflow?

For example, here is the initial API return. How can I loop through each entry?

<?xml version="1.0" encoding="UTF-8" standalone="no"?> <items xmlns="http://infor.com/daf">
<searchXQuery>/Procedures</searchXQuery>
<item>
<lastChangedTS>2024-11-27T20:56:39.353Z</lastChangedTS>
<filename>Procedure - Managing Raw Material for Prototypes through Project Material List.docx</filename>
<size>58362</size>
<pid>Procedures-7-3-LATEST</pid>
<id>7</id>
<version>3</version>
<reprItem>Document_Name</reprItem>
<displayName>Managing RM via PML</displayName>
<entityName>Procedures</entityName>
<item>
<lastChangedTS>2024-11-28T17:45:44.710Z</lastChangedTS>
<filename>Procedure - Managing Raw Material for Prototypes through Material List.docx</filename>
<size>58362</size>
<pid>Procedures-11-12-LATEST</pid>
<id>11</id>
<version>12</version>
<reprItem>Document_Name</reprItem>
<displayName>Phosphate 2</displayName>
<entityName>Procedures</entityName>
</items>

Or is there a better way of handling this type of scneario?

Thanks
Ryan

I’m currently working on an IDM script to display a date in a specific format. The script works fine as long as the format doesn’t include special characters.

Issue: As soon as I try to use a format that includes characters like "/" or "-", the script throws an error and fails to display the date. I'm also working in demo mode, so I'm not sure if that's affecting it.

Has anyone encountered this issue before?
Is there a solution or an alternative to properly display a date format with special characters?

Thanks in advance for any help!

String $formadate= xpath(/M3OutReport/DataArea/Report/Formatting/Localization/DateFormat);
String $date=xpath(/M3OutReport/DataArea/Report/Header/ZZDATE);
String $day = substring($date,8,10);
String $month = substring($date,5,7);
String $year = substring($date,2,4);
String $fullyear = substring($date,0,4);
String $rep1 = replace($formadate,'MM',$month);
String $rep2 = replace($rep1,'DD',$day);
String $rep3 = replace($rep2,'YYYY',$fullyear );
$Fdate = $rep3;

We have setup template email body which displays some standard text per document. However, is it possible to pick data from xml which is generated for that document and show it as email text (body)?

Thanks,

I am sorry if posting in wrong category.

I want to integrate Infor ERP data with Salesforce CRM data through some middleware. I am not able to identify the right APIs for syncing record like customer order, Account bill To address, Orde line items and jobs etc. I would appreciate it if you could help to identify the right set of APIs.

Thanks for your help in advances.

Regards,

Mukesh

This is currently possible with the template/assemble API but have not been able to get the distribution/1/submit API call with type of assemble working. If need to save the assembled file to IDM and then retrieve after creation would also work. Any examples would be appreciated.

I'm currently facing an issue with adding context messages to the table tppdm600 within the InContext Model session in Design Studio.

The objective is to enable session tppdm6100m000 to display multiple Business Entity Models, each linked to different Business Context Models (BCMs) and document types defined in IDM. In contrast to tables like tdpur401, which natively support multiple context viewers for display and upload out of the box, tppdm600 does not have any standard EnContext functionality available.

To work around this, I created a custom BCM in IDM, defined an EnContext, and mapped it in the document mapping session (ttdms3550m100). I then synchronized it using sessions such as Initialize Document Hub (ttdms3200m000), followed by generating the Reference Context Models and Implementation Models.

The issue now is: I need to add additional business entities to the tppdm6100m000 session, but I’m unable to do so. Has anyone encountered a similar situation or can guide me on how to extend this session with more entities?

Any help or guidance would be greatly appreciated.

I'm trying to find an option like "Add Document" in iDM, similar to what we have in M3, but I can't seem to locate it.

Any help or further resources on dunning letters for CSD?

Thank you for your time.

1. I noticed that the link to the "Infor Document Management Output Management User Guide (Cloud)" on your Document Management page isn’t working. Could you please update it?
2. We are using CSI 10 (CloudSuite Industrial) and would appreciate some guidance - starting point on configuring document templates for utilizing IDM.

Apologies in advance if this is a newbie question. How do I change the logo that appears in the header of IDM documents? I understand that the logo image is dynamically inserted by IDM into the logo image field in the header of the Word document template, but where does the inserted image come from? How can I change it? I don't want to replace the dynamically inserted image with a hard-coded one because it would have to be done in every single document template.

Thank you!

I’m reaching out to the community for advice on a specific cheque printing workflow many of us in finance/AP roles might face:

How can we duplicate cheques with identical prenumbered details and retain carbon copies for records using Infor’s enterprise printing tools?

Context:
As my team prepares to transition to SL10 Cloud, we need to replicate a critical process: printing duplicate cheques (e.g., an original + carbon copy) that exactly match the prenumbered sequence on our physical cheque stock. This ensures consistency for audits, reprints, and archival purposes.

Key Questions:

1. Duplicate Printing with Same Numbers:
   Has anyone successfully configured Infor (e.g., SL, ERP, or Infor OS tools) to print duplicate cheques that retain the exact same cheque number as the original? For example:
   • Reprinting a damaged cheque without voiding/reissuing a new number.
   • Generating a carbon copy for internal records alongside the original.
2. Carbon Copy Workflows:
   Does your organization use Infor’s enterprise printing to automatically produce carbon copies during bulk cheque runs? If so, how did you set this up?
3. Challenges & Solutions:
   • Have you encountered issues with cheque numbers resetting or mismatching during duplication?
   • Are there workarounds (e.g., custom scripts, third-party tools) to force numbering consistency?

Why This Matters:
Manual renumbering or mismatched duplicates create compliance risks and operational delays. If you’ve tackled this—or are also struggling with it—your insights could help countless teams align digital and physical cheque processes!

Let’s Collaborate:

• If you’ve solved this, please share your approach (settings, code snippets, or partner tools used).
• If you’re also exploring this, let’s brainstorm solutions together.
• Any documentation or lessons learned are appreciated!

Example Use Case:
“We need to print a duplicate cheque with #1001 for our files, but the system auto-increments to #1002. How do you lock the number for duplicates for bulk cheque runs?”

Your expertise could unlock a smoother transition for teams like mine. Thanks in advance for sharing your knowledge!

I am positive that others on this community are using SL10 Enterprise print to be able to print their check runs; & I'm more then positive that many of you will also need to reprint cheques to keep as a carbon copy for compliance reasoning.

Anyone with any information that may lead me in the right direction is EXTREAMLY APPRECIATED. 

Best regards,

Would it be possible to place this API behind a proxy so we can leverage API policies like rate control, throttling, etc.? Also, what should be the target endpoint security configuration in this case?

Looking forward to your insights.

• Hi All. I'm having trouble getting the ION workflow to run from Infor Syteline