Document Management (DocMan)

697 Topics

IFS Document Management Setup

HiWe are working on setting up a new FTP server for IFS Apps 10 Document Management but looking for guidance on the setup/config requirements for the server.if there is a document that can be shared even better, as the IFS help files don’t go into this level of detail. Some questions below:Does IFS support using an SMB share from windows? If yes, are there any steps we need to take to ensure this works correctly? If the answer to the above is no. Does the FTP Server have to be hosted on Linux or can it be on windows? Does IFS communicate via SFTP or just FTP? Can the FTP server be ring-fenced in terms of network so only the IFS server can access it? Reducing any security concerns for that server. If FTP is required, are there any 3rd party FTP services that are unsupported, for example, winscp or filezilla? Thanks in advanceShaun

2 years ago

AddJonasSDo Gooder (Partner)

asked in Document Management (DocMan)

E-mail handling in IFS Applications 10

I have a client with extensive requirements on handling emails in IFS Applications 10. The requirements can be divided in two separate things;Storing emails as .msg documents connected to specific objects in IFS. Viewing the emails in an efficient way from the IFS entity the emails is connected to.Requirement 1 above can be handled good enough but we face some challenges with the second requirement.What the customer would like to do is to toggle between the connected emails and see a preview of the email content.Have anyone came across a solution to this issue, a brilliant configuration, great third party tool or any other creative way of handling this?The client is running IFS Aurena in IFS Applications 10.

2 years ago

Olivier MaillardSidekick (Partner)

asked in Document Management (DocMan)

checks at upload: security, duplicates

Hello,are there any ways to perfom some checks to maintain the safety and quality of DMS content?security related: make sure that before saving a document into the database, it’s free of any virus and any malicious content quality related: when there are many documents, it can be complex for users to check if the document they upload already exists and could be connected, or should be created. It’s far more quick and easy to upload the document. Are there any embedded features to search for potential candidates? There are DMS engines performing this kind of check. Thanks

2 years ago

mlcscottonnSidekick (Customer)

asked in Document Management (DocMan)

Document Object Connections - Aurena

When you select a file under Document Object connections in Aurena and click on File Operations > Print Document I get the following error. Does anyone know why this is?

2 years ago

Asela MunasingheSuperhero (Customer)

asked in Document Management (DocMan)

Document Migration from Sharepoint to IFS

Hi AllHave any users in this forum got experience on Migrating a set of documents from Sharepoint to IFS? How did you carry out the migration? What were the challenges you faced in terms of document size, disc space, IFS performance etc? Any reflections on the lessons learnt would be great. Our goal is to close down sharepoint and utilize IFS only. Thanks,Asela

2 years ago

READ5356Do Gooder (Customer)

asked in Document Management (DocMan)

IFS Apps 9 shuts down when attaching a doc

HiUsers seem to be experiencing an intermittent issue recently where they try to attach a document via the file explorer and it immediately shuts down the IFS session.When we try again later it seems to work fine.Any ideas what might be causing this? Thank you

2 years ago

dkjensenDo Gooder (Customer)

asked in Document Management (DocMan)

Where can I find documentation on setting up Document Management Repository as a shared file location

i am looking for documentation on setting up repositories in a shared file location for Document Management.

2 years ago

cjohnsonSuperhero (Customer)

asked in Document Management (DocMan)

Error message rejecting approval

Hello, I am seeing an issue where a user cannot reject an approval routing step. They receive a message stating that Foundation 1 user does not exist. The message is referencing their email address. There are no event actions tied to this, so I am not sure what is creating this error. He is able to Approve without issue. Any guidance would be appreciated!

2 years ago

m.arifSidekick (Customer)

asked in Document Management (DocMan)

Transfer documents to different location

We recently upgraded our IFS from apps 9 to 10 , there is one issue we are struggling with. We have document attached to different transaction stored in file repository of file server. the problem is we have to give them back all the permissions again in new environment. Is there a easy to transfer their location from external file system to db location.

2 years ago

Robert ÖbergDo Gooder (Employee)

asked in Document Management (DocMan)

3D models Xref in Document Management

HiIs it possible to store 3D models Xrefs in Docman using Document structures?

2 years ago

PD.Ryan.KerrSidekick (Customer)

asked in Document Management (DocMan)

Approval Routing - Rejection: Deadlock Error

Morning all,I’ve recently had a request to delete subsequent approvals if a specific approval has been rejected. e.g. below: If the PROC REVIEW Request is rejected then the 3 approvals below would be deleted.I’ve managed to create a custom event as per below, which executes a package to handle the removal:SQL Package: PROCEDURE Remove_Supplier_Approvals(i_Key_Ref VARCHAR2) ISPRAGMA AUTONOMOUS_TRANSACTION; -- p0 -> __lsResult p0_ VARCHAR2(32000) := NULL; -- p4 -> __sAction p4_ VARCHAR2(32000) := 'DO'; /*Created by RK to automatically remove values from the approvals screen*/ cursor GET_DATA ISSelect distinctOBJID,OBJVERSION from approval_routingwhere LU_NAME = 'SupplierInfoGeneral'and KEY_REF = i_Key_Refand description in ('Supp Reactivation - Acc Payable Review','Supp Reactivation - Procurement Confirm','Supp Reactivation - Reactivate Account')and APPROVAL_STATUS is null;BEGIN --IFSAPP.Language_SYS.Set_Language('gb'); -- This requires logged in user to have privi

2 years ago

Vernon AndersonSidekick (Employee)

asked in Document Management (DocMan)

Several Document Related Questions

A customer has asked me about several things in Document management:Has anyone written a script wherein you can: Mass set the document retention or removal dates Remove all documents of a certain class that is selectable by a document class and document number range Do a mass change of document class on document revisions and have the documents selected by a document class and document number range Import documents or add documents into Document Management from a SharePoint or a Teams site Any best practices for document class development. What have you seen work in your experiences?Thanks!

2 years ago

PD.Ryan.KerrSidekick (Customer)

asked in Document Management (DocMan)

Apps 9 - Approval Creator

Afternoon, Has anyone ever found a location for the Approval Creator? Basically, what I’m attempting to create using a custom event is to email the creator of the approval process if the approval line is ‘Approved’ I’ve checked some of the views such as Approval_current_step and Approval_Routing and neither of these have the creator of the approval process. Any ideas? Kind regards,Ryan

2 years ago

Amitesh_IFSSidekick

asked in Document Management (DocMan)

user specific restriction on characteristic tab in attachment section

Can we restrict the characteristic tab as shown below based on view/edit permission to user ?for ex - we want only certain people to Edit this characteristic tab section and some to just view access(readonly grant).If yes please help how we can achieve this ? Appreciate and thanks in advance for the answers . :)

2 years ago

sandra.waudDo Gooder (Customer)

asked in Document Management (DocMan)

How to check out edit and check in existing document

I am trying to figure out how to take an existing document in IFS - edit it - and check it back in - have tried many different scenerios and so far none have worked. Some help would be greatly appreciated

2 years ago

nimesh

asked in Document Management (DocMan)

How to automatically uncheck default boxes when creating new revisions?

Hi,when creating new document revisions, system checks the ‘Copy File’ box automatically (by default). Is there way to uncheck it by default when creating a new document revision?Right Click-->Create New Revision Thank YouRegardsNimesh

2 years ago

Oliver VornhederSidekick (Partner)

asked in Document Management (DocMan)

Document attachment in customer invoice

How is it possible to implement a document attachment in the customer invoice. An object connection to CustomerOrderInvHead is set up, but in the Customer Invoice view it is not possible to attach documents. Also document revisions already linked to the object are not displayed. The behavior is identical in different Cloud 21R1 installations.

2 years ago

CaroleSidekick (Customer)

asked in Document Management (DocMan)

Copy of document connected to routing operation

In Apps8, I realized that if a document is attached to a routing operation work guideline, when creating a new routing alternate or a new revision from a routing, this connection is copied. And even when using the “copy part” assistant, the connection “document/RoutingOperWorkGuide” is copied to the new part. On the contrary, if I attach a document directly to a routing operation, this connection is not copied to any new part, routing revision or alternate. Is it a bug ? On the basis of the above point, is it possbile to call this function “document connected” in a custom event in order to copy the doc connection when it is attached to a routing operation ? Thanks for your help

2 years ago

Bright ZhaoHero

asked in Document Management (DocMan)

Can not attach file in Customer Invoice

I can attach file in Customer Invoice. But other user get error message 'No attachment type enabled' when click button ‘Attachments’. I have add to them same permission set as me. Is there other settings need I do?We use IFS 8.Thanks in advance!

2 years ago

Indre TumDo Gooder (Customer)

asked in Document Management (DocMan)

Doc Man: attaching in Manual Customer Invoice - doc not pulling through anywhere else

Hi, We are IFS 8. user. We have successfully attaching documents on AP side using Manual Supplier Invoice screen and being able to view the documents on Supplier Invoice Analysis screen. However, it doesn’t seem to work on AR side. We are attaching documents on Manual Customer Invoice screen, but they are not pulling through on Customer Invoice Analysis screen. Is there anyone who could help with this please? Thank youIndre

2 years ago

PD.Ryan.KerrSidekick (Customer)

asked in Document Management (DocMan)

Customer Invoice - PDF Renaming

Afternoon,I’ve seen this asked a few times however, I still can’t find any examples to fulfil this requirement. I’m wondering if someone can help.I’m attempting to rename the Customer Invoice (CUSTOMER_ORDER_IVC_REP) to the invoice_No. Instead of the file returning as a blank name.pdf it would instead display 12345678.pdf(an Invoice number).Please note, we’re using a crystal report instead of the default IFS report (I suspect most customers are)When I attempt to click ‘Print’ on the report format & Output and click ok I seem to get an issue.I thought the configuration below would work however, it seems to report an issue:Config: Issue I’m receiving:Any ideas on to fulfil this requirement?

2 years ago

Nipun GunaratneSidekick (Employee)

asked in Document Management (DocMan)

Default doc class for different user groups

Hi All,Customer have different user groups for eg. AP, AR, BILLING etc. So is there a way we can default the document class when specific user group tries to create a document ? For eg. when AP creates a document, can the document class defaults to INVOICE and if AR creates it then defaults to VOUCHER etc.I assume the document default value setup is enterprise level. So what is happening now is that the document class always defaults to 'INVOICE' for all the users because our document basic setup default value is 'INVOICE'. Each user user group has to take an extra step to change the document class when they try to create a document and Customer is trying to minimize that step. Thanks & Best Regards,Nipun

2 years ago

Ann DegroatHero (Employee)

posted in Document Management (DocMan)

a mechanisam to get a db from a iOS mobile device with a 20MB limitation

Consulting Team requesting a mechanisam to get a SQL light database from a mobile device since this is a limitation in the product. Only option available to send a mobile database is through email and it is not possible to retrieve database from an iOS device when Apple mail has a 20MB limit.

2 years ago

horst00cSidekick (Customer)

asked in Document Management (DocMan)

Use of extended EDM in Aurena / IFS Cloud

Hello Matthias,referencing above thread, we are implementing IFS Cloud 21R1 at the moment and I stumbled upon the Extended EDM functionality, which at the moment solves a show-stopper requirement for us and functions as we require under EE/Apps 10. However, the missing functionality for Extended EDM in Aurena / IFS Cloud is really disappointing, especially since the IFS Cloud Documentation still references this functionality and there is no information to be found regarding deprecation of this functionality in IFS Cloud. I hereby strongly request the functionality be made available in IFS cloud as this is a core requirement for us in Document management. RegardsChristian

2 years ago

kushalDo Gooder (Partner)

asked in Document Management (DocMan)

How to get last page number of a pdf for digital signature

Hi members, I have been using the function “ Edm_File_Sign_Util_API.Sign_Pdf_File_Vis_By_File” to attach a digital signature to a EDM file in DOCMAN. Now, we have a parameter in this function to assign a Signature to a particular page number, how can i dynamically get the last page number of a pdf file in document revision.

2 years ago

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Document Management (DocMan)

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