Document Management (DocMan)

I am trying to have a standard SOP attached or linked to every Purchase Requisition.  Essentially, when you create a new Purchase Requisition, you can access the Procurement SOP.  The below link explained how to do it in Apps8 but it does not appear to work the same way in Aurena Cloud 23.R1.Any help is appreciated. 

Hi All!When printing Work Instruction for ShopOrder, we use the function “Print Attached Documents”.IFS finds the attached documents well, e.g. a document which is attached to workinstruction guidelines of a operation. In our current situation it's kind of a suprise for the one who print's whether there are connected documents. Therefore we would like to have insight in all the attached documents from the ShopOrder itself(in Screen ShopOrder).I guessed that “Object Connection Transformations” would be the solution, but i could not manage to set it so that we saw the attachements in screen ShopOrder.Does anyone managed to do this? Or does anyone have other ideas on how to configure this?Thanks! 

Is there a way to see Document Approvals once their status is changed to either Approved or Rejected?  Currently, when at the screen Approvals, the document approvals will all show up when the Approval Status search is blank.  But, once the Approval is updated to be either Approved or Rejected, these Approvals no longer show up on the Approvals screen.  And, if I update my Search dialog in the Approvals screen for the Approval Status to show Approved and/or Rejected, I receive a No Data response. How do I view these Approvals once they are approved or rejected? Thanks!

Hello,I was able to sign the pdf document by approving the document via IFS CLOUD 23R1. I used self signed created within IFS in Keystores. I need to send the document to an employee by email and then let him sign on it. Is this a possible functionality?I tried to sign on the downloaded pdf using adobe to emulate above scenario. But I was not able to sign on it. Is it because it is already digitally signed?Or could it be related to keystores? Earlier I got an error saying it is not valid but then I used a valid certificate and could get rid of that error. But still signing was not available to me. I also tried to save a copy and sign, did not work.Also, after go-live should I replace certificate in the keystore with one that is issued by a trusted CA and has a chain to a Root CA? My major concern is how to enable employee to sign on this document? @Mathias Dahl  Appreciate if you could share your thoughts.

 Hi All,We are trying to attach Media attachments to the Functional Object page.Object connection is already set up for EquipmentFunctional LU.and I tried with the view  EQUIPMENT_FUNCTIONAL_UIV as well.When trying to upload media items:“Editable flag of Object Connection Transformation is None. New connections are not allowed.” When trying to click on manage media:“LU is not media aware.”The user already has the permission set ‘MED

Hello,I have a situation with a customer that I've never had before. I'd like to share it with you and see if a solution exists.The customer wants to create a document in EDM from a document called planABS.pdf, for example. No problem creating the file. The document revision is created and we can view the associated pdf file.Now the customer creates an EDM document from a file called planABS.xlsx. No problem creating itNote: the two files have the same name but neither the same content nor the same extension.When the customer wants to view the Excel document, the system suggests viewing the original or the copy. By default, the option is on the copy. If it leaves the copy, the first PDF uploaded is opened (and therefore has nothing to do with the content of the Excel document). If you open the document using the original option, the excel file will open.Note: in the REF File tab, there are two lines. One with the excel file and the other with th

The End User will go into a page and will see that there are attachments. The number of Attachments is there but no file. Another IFS window will be opened and now the attachments are displayed. Permissions have been verified and the End User has access. This happens in Google Chrome and Edge. Version of IFS is 10 IEE 

It looks like we’ve added a new “standard” Document Class to our database.  Now I see that we have INVOICE and DISCO DOC and its definition says it is Attachments related to Historical Record.What historical record is this referring to?  How is it intergrated into the system?  How does it work?ThanksPatrick

For IFS Cloud 23R1 - Report Rule with Action "Check In To Document Managent " for Repository Type = File Storage, should work? Or is planned to implement the functionality later? Our tests were not successfully. Appreciate your feedback.BR  

Dear Community,we have a new IFS Cloud 23R1 implementation, and we have to add thousands of files to DMS, Repository Type = File Storage.Which is the best way to do that?We’ve tried to update the EDM_FILE_TAB and to put the files manually in the docman folder, but it doesn’t work.Thanks for your feedback!BRTheo 

Is there a way to configure to open a file when you press the View button in the attachment without seeing the Select Document Type dialog box? 

Hi macro lovers!In a recent customer case I got the idea to try and use a document macro to do it instead of the default behavior. This post explains how to set it up.Firstly, you need the Aurena Agent to be installed for it to work.Here is the source code that makes it all happen:Public Sub CreateNewOutlookMail   On Error Resume Next   Dim ol, newMail, olMailItem, file   olMailItem = 0   Set ol = CreateObject("Outlook.Application")   Set newMail = ol.CreateItem(olMailItem)   newMail.Subject = "Regarding " & ScriptValues.Item("DOCUMENT_TITLE").Value   newMail.Body = "This is the message body..."   file = Replace(Replace(ClientScriptValues.Item("CHECK_OUT_PATH").Value, "/", "\"), "\\", "\") & "temp\" & ClientScriptValues.Item("LOCAL_FILE_1").Value   newMail.Attachments.Add (file)     newMail.

hi,Is IFS DMS supporting the requirements set forth in IEC 82045-1:2001 Document management – Part 1: Principles and method regards version and revision?Br,Bitten

How can I add crystal report output directly to documents?

We would like to control the ‘Detach’ option in Document Management. The requirement would be specifically to have few users with the ‘Detach’ capability for specific Document Classes and have the rest of the users in ‘View’ access. Further, we would like to control this by window level. We only need the capability of controlling the ‘Detach’ option in the Shop Order window and it should work as expected in other windows.  When I tried the Access levels in Document Basics it overrides from somewhere. I created a Group with all the users and given access level as ‘View’ for the specific Document Class. Then I included the special person IDs into the Document Class with ‘Admin’ access. This did not work.  Then I tried to remove the following permission from the allocated permission sets. DOC_REFERENCE_OBJECT_API.RemoveStill I could see the Detach RMB option for the user and the user is able to remove the document from the shop

Hi, my customer wants to upload IFC-files to IFS 10, is this format supported and where can I find the supported file types? Thanks!/Emma

Hello,I am trying to set up an Event Action for STEP_READY_FOR_APPROVAL. Email notification when a new Document or CR/CO is routed for approval. Approvers should receive an email notification when the item is ready for the approver to approve based on the approval step per the approval template. I am having difficulties with this and any help with be very appreciated.   

We are in IFS Cloud 23R1.Manually it’s possible to connect one document to several objets.How can we set up DOCMAN in order to connect automatically one document several objects as per exemple part connected to master part will be automatically connected to associated purchase parts ?Thanks Magali

Hello, i have a question about DocMan in IFS 10.  we want to implement an automaton that uses IFS Conect to read document scans. Do any of you use this? Our goal is to print labels that will be stuck on the document and during scanning, based on the read label, the file will be linked to the document revision.

What permission is required for a user to be able to add Object Connections on a document revision?

Hi All,I would like to know if the document names in Business Opportunity window can be changed when sending file via email in Aurena.As I see from the Document Revision window, all the documents get downloaded in the format of ‘Document title (Document class-Document No-Document Revision-Document Revision)’. But customer wants to change the naming of the documents in Business Opportunity window to the format of ‘Business Opportunity No-Revision No’.I would like to know if this is feasible just for Business Opportunity window in Aurena?Look forward to hear from you all!Thank you

Hello,We are using IFS version 7.5 SP6 I am trying to find the storage location for all our supplier invoices.Is there a standard default location that I should be looking in?Any help will be appreciated.Many thanks,Rids

Hi, We have a few document revisions that have both a Document Type of “Original” and “View” in the File Refs tab. We notice this immediately after document check in.   In all cases these are PDFs with File Type = Acrobat.  Looking in EDM Basic we have File Type Acrobat set to Document Type = View.  However, we have thousands of document revisions that are PDF’s and 99% after check in only have the document type of “Original”.  We use the same process to check in all documents and do not know why the majority of PDFs check in the original while a select few get both the Original and View.  Does anyone know what could be causing this?

Hi, We would like store attachments in INVOICE class in specific FTP folder. The stored attchament name should include specific prefix. When a person attach a attachment from Payment Schedule Lines. The attachment name should include Order No and Pay Schedule ID. How can we do that?   

Need ability to add attachments to Vouchers etc in IFS Aurena like we do when using IEE. Anyone have the instructions on how to set up object connections for Aurena?