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How do I set up and send Dunning Letters (for CSD)?
The documentation references files in a KB article which does not contain said files. Other documentation refers to using a widget in the AR Credit Manager workspace, but notes that this is only available in the Advanced Workspace. However, I can't find any documentation explaining what an Advanced Workspace is or how to…
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Can documents inherit security?
When a new ACL option is created and set as default for a Document Type, new documents uploaded to IDM are restricted but all the documents that had been previously uploaded under this type don't update their access control list, they continue to be public. Is there a way for said documents to inherit the properties of the…
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Is there a method to upload Document Types?
We want to transfer all documents from our old OnPremise server to the IDM Cloud Repository. For this, we would need to have all our definitions of document types with their corresponding attributes in the Document Management platform. We have over a hundred document types, each with their own set of attributes, so…
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IDM - Output Management User Guide & Template Creation
Hi, I have the following questions: 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? We are using CSI 10 (CloudSuite Industrial) and would appreciate some guidance - starting point on configuring…
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How do I change the company logo in document templates?
Hello, 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…
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How to Duplicate Cheque Printing with Matching Numbers & Carbon Copies in Infor Enterprise Print?
Hi Infor Community Members, 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…
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Placing IDM API Behind API Gateway and Applying Policies
Is there a way to put the IDM API behind an API Gateway? I can see the IDM API in the available list of the API Gateway, but it doesn’t allow applying any policies. 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…
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how to start ion workflow form infor syteline?
Hi All. I'm having trouble getting the ION workflow to run from Infor Syteline
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Infor Go - Viewing Attachments in Workflow/Inbox
Dear Friends, I need help with viewing attachments in Infor Go linked to Purchase Requisitions from IDM. On the desktop, the link from the Inbox correctly drillbacks to IDM, but the same link is not visible in Infor Go. I checked KB2084837 and ER107101, but no solution is available yet. If anyone has a workaround, please…
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Infor Go - Viewing Attachments in Workflow/Inbox
Dear Friends, I need help with viewing attachments in Infor Go linked to Purchase Requisitions from IDM. On the desktop, the link from the Inbox correctly drillbacks to IDM, but the same link is not visible in Infor Go. I checked KB2084837 and ER107101, but no solution is available yet. If anyone has a workaround, please…
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IDM on-prem connection issues Http redirects are not supported.
When trying to connect using 3rd party product, or StreamServe adapter using IONAPI file i get this error: Http redirects are not supported. Make sure you are connecting to the correct port. Anyone who knows how to solve this? Regards Hans
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IDM - MM480PF decimal rounding of user defined fields different from OIS199PF
Good day, TL/DR: When i generate a packing list it rounds all the lines to 2 decimal places. When i generate the invoice, i do get the full 3 decimals. Details: I have setup some user defined fields in OOLINE: OBUDN1/OBUDN2 we use them for gross and net weight of the order line. I've added the fields to the XML of the…
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IDM Cloud - Transform PDF octet-stream to base64
Hi Everybody, For one client i need to upload a pdf in IDM. i developed a dataflow and use IDM API to get the PDF content (using ION REST API IDM/api/items/{pid}/resource/stream). The APIs send an octet-stream. Then, i try to merge it with a fusion python script in my ProcessContentDocument BOD. The script works. Problem,…
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MWS435PF Picking List
I'm trying to get packaging type and amount in the line section, at the moment the standard packaging value is Pallet however when exporting our orders we want to see the container types and amount e.g 40RF x5 (40 foot reefer x5) on the pick list instead of Pallet but having trouble as when i reference MPTRNS field ORPACT…
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Welcome to Infor Document Management Forum!
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…
