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In IFS Apps10 we have set up various document classes, person groups and associated the person groups to specific document classes to ensure that only appropriate people can view documents that have been attached to transactions.   

I have successfully defaulted the document classes by setting up Key Ref’s or Object Conditions on the Document Defaults per Object tab on the Document Basic screen. 

Example:

  • the default document class when a user in Company 640 attaches a document on the ManSuppInvoice logical unit is 640-AP_INV
  • the default document class when a user in Company 100 attaches a document to the Voucher logical unit is 100-VOUC   etc.

 

I noticed in Cloud that the defaults that we have set up based on the LU’s don’t seem to be working. 

Does anyone have any suggestions as to what the difference between EE and Cloud might be?

Thanks

​@smelanson in our latest cloud tracks this seems work for different doc classes setup for different companies.

ok, what do you suggest we change to get the right document class defaulted?

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