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Restricting document access in the Related Information Widget
Has anyone ever encountered this situation? I want to use the Related Information Widget, but I’ve noticed that the permissions available are mainly about whether a user can view or configure the widget itself. What I’d like to do is set up specific rights related to this widget, so that certain users can view the…
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Calculations within a custom template
I am working on customizing our Pick Ticket template to show, for orders that used a Credit Card, the total charge for the order, their tendered amount for this order, and then the remaining balance. I have both the total charge and the tendered amount but to get the remaining balance I need to find the difference between…
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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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IDM Script Error When Using "/" or "-" in Date Format
Hi everyone, 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…
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Is it possible to get data from xml into email body while sending any output?
Hi, 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,
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I need a help to identify right API for ERP integration with Salesforce
Hi All, 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…
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IDM API Call to Assemble PIDs
With Infor is deprecating the template/assemble API call, is there a substitute API call that assembles multiple PIDs into a single PDF document? Ideally would like to save the assembled PDF file to shared folder. This is currently possible with the template/assemble API but have not been able to get the…
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Help Required: Adding Business Entities to InContext Session
Hi, I need help on adding Context Messages to Table tppdm600 in Session InContext Model (Design Studio) 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…
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IDM in Infor LN
I would like to upload a template that will be used for exporting reports (such as delivery notes or purchase orders). In which session should this upload be done? Also, how can I link the report so that it uses the uploaded template? I'm trying to find an option like "Add Document" in iDM, similar to what we have in M3,…
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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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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…
