We have developed a CRIM for a customer for Spend Analysis of suppliers. it is a localization requirement. Where each supplier get points if compliant. We have migrated the Suppliers, the challenge is that each supplier has a Compliance certificate which needs to be attached to the Supplier record in IFS Cloud. Does anyone has any idea how to migrate Documents in IFS Cloud?
Question
Migration of Documents in IFS Cloud
+9Hello
I’m going to take a shot at answering your question, but before I do please take into consideration that, as I don’t know your particular case in detail, my answer is more on how to migrate documents rather than how to migrate YOUR documents. I still think you can take the information I present here and use it to move forward in solving your migration need.
As you probably know, Documents in IFS Cloud are Metadata (stored in DB) + File Content.
Because of that you need to migrate the document record (metadata) and the file itself. Also the connection of that document to the right Supplier.
The strategy I would recommend is to
- Migrate the Document metadata via DMM. The target tables typically include DOC_TITLE (Document header), DOC_REVISION and DOC_REFERENCE (optional).
- Once you have done that, upload the file content (you have to export it from your source system first). You can do that using the Document Management API or Use IFS file import functionality.
- Finally Connect the document to the supplier (typically in DOC_REFERENCE_OBJECT).
You’ll map: LU = SupplierInfo, KEY = Supplier ID, Document identifiers (DOC_CLASS, DOC_NO, DOC_REV, etc.). This is how you tell “this document belongs to this supplier”
If you don’t have the API part already, Use some AI tool to create the REST API script template, it may not be 100% ready but it will save 70%~80% of the job.
Hope that helps!
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