Document Management (DocMan)

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?

Dear all, May I  ask the reason why the ‘’select file’’ option doesn't work for one of my customers who has enabled the IFS Aurena extension? The button select file, when clicked appears to do nothing. Since drag and drop is also not available, they are not in a position to attach documents via the select file option as well. Best regards,Udanee

Customer’s question:- When creating a DocRev ObjectConnection to a CustomerInfoContact you only have three, impractical fields in the selector. You also do not get any more search fields when clicking on "Find". Ideally you would see the Name, Forename, Company, etc. of the CustomerInfoContact.- The same is true for SupplierInfoContact.- SupplierShipment does not have a selector at all.- When creating a NCR ObjectConnection to a SupplierShipment, you also do not get any selector at all. Furthermore, if you enter a (valid) SupplierShipment Id manually, you receive an error message.Product Version: Apps 10 UPD16Business Impact: Connection between SupplierShipment and NCR is not possible (this is required for a process).Connection between Contacts and DocRevs is extremely difficult to impossible, since normal users can not simply access the GUID. This kind of connection will be standard and happen hundred of times daily, once we go live. My Question:I checked the same in Tech CMB Apps10 A

An user wants a list of companies, CUSTOMER screen, that has an attachment on any of the tabs. I find the table EDM_FILE_STORAE_TAB but I can’t find a table to link Customer too. 

The function to select a macro for example for editing a document is working good in IEE.We get a question if there are more than one macros defined for one document process.In IEE it looks like This dialog is not shown in Aurena. Is there a special parameter which must be set in Aurena to get the same behavior?

Hi,We have a scenario where same document revision is attached in Manual Supplier Invoice and Posting Proposal. For one document detach option is not available in Manual Supplier Invoice, but not in Posting Proposal. For other document detach option is not available in both Manual Supplier Invoice and Posting Proposal. I believe these documents are transferred from Manual Supplier Invoice to Posting Proposal through Object Connection Transformation. When it was transferred  like this can we only detach the document from originally attached LU? If that is the case is there a work around where we can detach a document from a LU which is not the original LU?Also by looking at the document revision how can I identify what is the LU where this document was originally attached? Thank You and Best Regards,Hasitha

Hello,Every time I open a jpg attachment in apps 10 IEE, I get the “How do you want to open this file?” prompt by Windows, and regardless of how many times I check the “always use this app to open .jpg files” checkbox, I always get this prompt when I open a jpg attachment. I know Windows is storing this app as the default program because Windows never prompts me with this when I open jpgs via other methods like email attachments, locally saved jpgs, network pictures, etc. It’s only occurring when I open a jpg via the IEE app. I can even navigate to the folder where IFS downloads the jpg file and open it successfully from there. I’ve tried resetting the Photos app in Windows and re-confirming the default app choices in app settings. I’ve spoken to other users of our apps 10 IEE setup and they don’t appear to have this same issue. Any thoughts on how to remedy this?Thanks,Evan Edwards

Is it possible to delete a record scanned image (once processed an invoice becomes a record) from the system but maintain the metadata to attest to the fact that the record existed?This is in relation to retention and disposition and is also a statutory requirement in South Africa in regard to the Protection of Personal Information which states that a record must be destroyed once it has served the purpose that it was collected for. Kind Regards

In Apps 10 we had a full text search in Docman which was initially served by the Search Domains functions. I can't find such a search in Cloud 21R1 anymore. Does this mean for Cloud 21R1 that there is no full text search anymore? What are the alternatives?GreetingsOliver

Hello all, was looking for information on multi site pick list creation. We have task in place by the user which works if manually printed. The problem is when any user tries to create a pick ticket automatically is will only print to the main site and not the site listed on the case. We do not have order takers manually releasing orders so the database task isn’t really affective. Any help would be much appreciated on this topic.

  Dear all,Would like to know what can be the cause of this issue. When pressed copy approval template we receive the following error. In other windows where we have a copy approval template tab, this issue doesn't occur.Thank you Kind regardsUdanee

We are running into an issue where the aurena agent will not enable in the Edge browser but it does in Chrome.Note: we are on 23R1.4We have the agent installed on users computers and we have the aurena extension enabled. If the user is utilizing Chrome as the browser, it will show enabled but if they use Edge, it will not.  Screenshots from Edge:Version of Edge being usedExtension is enabled - have toggled this off and back on - no changesUser settings shows aurena agent not enabled Aurena Agent is installed on computer - have tried to uninstall and reinstall with no change Since there isn’t an Edge extension for aurena agent, we had to get it from the Chrome store and apply to Edge Note: browser settings are managed by the company but the network team has not found any reasons that this would not work. Are there setting that we may be missing?Has anyone run into this before? Weird that it works in Chrome and not Edge (Edge is the company default browser)

Hi,Could someone explain the reason for receiving the following error message when trying to add attachments to the PO No Part Lines.Product Version: 22.2.7I have checked the  object connection transformations related to this and found a Object Connection Transformation which does not exist in core. Target LU Name: PurchaseOrderLineNopart,Service: DocReferenceObjectSource LU Name:PurchaseRequisition Transformation Method: REQUISITION_NOError Text: Field [KEY_REF] is mandatory for category and requires a value

I found code on here that allowed me to attach a document to an email. This worked fine but it uses COMMAND_SYS: PROCEDURE EMAIL_DOC(mailto_ varchar2,mailfrom_ varchar2,doc_class_ varchar2,doc_no_ varchar2,doc_rev_ varchar2,doc_sheet_ varchar2,title_ varchar2,subject_ varchar2,message_ varchar2) IS file_name_ VARCHAR2(2000); file_names_ VARCHAR2(2000); doc_type_ VARCHAR2(2000); f_ VARCHAR2(2000); error_msg_ VARCHAR2(32000); rec_ Plsqlap_Record_API.type_record_; doc_ref_ VARCHAR2(32000); CURSOR get_doc_reference IS SELECT doc_object_desc FROM DOC_REFERENCE_OBJECT WHERE doc_class = doc_class_ AND doc_no = doc_no_; BEGIN OPEN get_doc_reference; FETCH get_doc_reference INTO doc_ref_; IF get_doc_reference%FOUND THEN EDM_FILE_API.REFERENCE_EXIST(f_, doc_class_, doc_no_, doc_sheet_, doc_rev_,'VIEW'); IF f_

Most of our users are currently unable to open certain checked in word documents using document management. IFS APPS 10 UPD13 - Windows 11. In some cases it will open the document, appear to load (with the watermark flashing across the document) and then close itself immediately. Other times it will look like it will open (windows loading cursor) but not open at all. Some of these documents appear to be password protected. Other users are getting the error “no view file available, are you sure you want to check in the document?” when when they check out a document, edit and try to check back in.Any ideas?Thanks

Hi,Can I know how we can add a new service for the object connections? Customer needs to add new service for Add, Edit and Delete SharePoint links in the attachment panel for selected pages. 

We are getting a System Exception Error on the document folder navigator screen for a user.  The error is: Collection was modified; enumeration operation may not execute.  The attachments window is open and the screen runs through the bottom document section.  The user has to close IFS in order to get the screen to function again.   We will occasionally get the same message when update scripts are ran.  Our IFS systems administrator has to run the script again and it works the second time with out changing anything.   What would cause this error and how do we fix it so our user doesn’t have to close IFS all the time.

The customer wants to securely store and retain older, less frequently accessed, or inactive documents. They want to free up space in the main document repository for current and regularly used files. The option I can think of is ‘Move repository’ but in IFS, we dont have the option of only moving obsolete files. looking for ideas on how to tackle this. ( for APP10 and Cloud both)

Hi,after update to UPD19 we are not able to use command “Send document by e-mail” from Document Revisions. Some users get this error messageOther users does not get this error message, but nothing happens when we are expecting to have a new email message with link.Does anyone have any experience with this