IDM-utilities Tool use for identifying M3 records that do not have an IDM document

Loretta Bennett · 2024-12-12T15:20:21+00:00

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We have 2 documents that are regulatory in nature- a Safety data sheet(( At MMS001) and a Certificate of analysis (at MNS235) that need an IDM document for every data. So at MMS001 every item needs a SDS and at MNS235 all lots need a C of A. How do I query to use the utilities tool to then determine what M3 data point does not have an IDM counterpart. Even if I could get output of what was in iDM and then look at M3 for the one that does not match.

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MARETTE

Perhaps the idea would be to download the item numbers from M3 into an Excel file and then build a query in Postam, for example, which queries IDM via an IDM API looking for the presence of the document with that item code.
Intuitively, I'd do something like that. But there's certainly room for improvement.

Prabodha Amarapema

if you don't want an automated approach, there is an Infor standard Jscript that indicates whether the IDM document is available or not. Or else you should be able to view associated documents in Context viewer as well.

if you need an automated report kind of thing, as @marette suggested, need to develop an external tool that can do the verification. However, when you use such a tool be mindful of the daily ION API limit.