Document Management (DocMan)

Hi, Posted this as a comment - but the thread was dormant - and also getting cross-responses so though would try afresh.  We are using Apps 10 - Update 12 - Aurena client and attempting to attach a document at Register Arrivals screen which should go though to the Purchase Receipt. It is not working for us. From what I can see it should not need to Doc Obj Transformation as they (Register Arrivals and Receipt) are both part of the same (ReceiptInfo) LU. It does not display - even if you click on the link in the Doc Revision.The link seems to be taking to ‘SOURCE_REF1=P414334^SOURCE_REF2=1^SOURCE_REF3=1^SOURCE_REF_TYPE_DB=PURCHASE_ORDER^’  Is this pass

Background:From the beginning of IFS Cloud (in Aurena ) , there were concerns of not being able to upload multiple document files into the Attachment section of a single Business Object. Having understood the requirements around the user experience, a fix has been delivered to all IFS Cloud tracks except 21R1 version.RnD Solution:The possibility to call “Create Documents”  was brought back when standing on an Attachment section of a business object. “Create Documents” page supports to Drag/Drop or Select single or multiple files and crate document accordingly attaching to the respective business object. This is handled by adjusting the  Document Default Value for “ATTACH_CREATE_NEW_FORM”  in the Document Management Basic Data setting.( Document Management > Basic Data > Document Default Values > ATTACH_CREATE_NEW_FORM)

Hi All, On IFS 10 application , users does not see oject info event  on Approvals → LU Unit right click. How can authorize the user for seeing this option.

I’m using IFS Applications 10 Update 15,In Document Management/Approvals Page, The [ Object Info …] Right Click menu is only available for certain Logical Units. As an example, it’s enabled for [PurchaseOrder]  Logical Unit , but  it’s disabled for [PurchaseOrderCharge]  Logical Unit.I’m looking for a solution to solve this problem and use this feature for all Logical units that used for Approval Routing Process.PurchaseOrderCharge PurchaseOrder  

 We are on Apps 10  UPD 14 and one of our departments is using Aurena at the moment. We’re having an issue with the approvals panel. The notes get cut off. This field in IEE is 2000 characters long but when the step is approved in Aurena, you can’t see what the notes say. Is there a way to change this behavior? Can I modify the attachments pane approval tab to have the cards show custom fields? I’ve looked at this for a while and I can’t figure it out. Notes are cut off. Text does not wrap and once the step is approved, you can’t view the entire note. 

Hi All,Does anyone know bug patches or solutions available for File Transfer Service in IFS 8 SP2. We had a strange issue, when this service is invoked in IFS it uses a temp location in the application server to store the documents instead of DOCUMENT_TICKET_TEMP_PATH which is defined while configuring IFS or the path available in document basic.This has created a potential security issue for us. Please suggest your thoughts on this IFSFileService Regards,Sri

I have one user who regularly accesses the IEE screen “Project Management, Reporting, Supplier Invoices” (see pointer # 1 in attached PDF) and is met with a notification for “Slow network mode” as seen (pointer #2). If she clicks on the hyperlink (pointer #2), the message goes away, the question mark (pointer #3) turns into a number based on attachments and it shows the available attachments for this screen. She has no trouble accessing the attached document(s), but this seems like something is wrong within her user account and this is a nuisance. I have had her try this from another computer and she gets that same error. Furthermore, I have tried this as another user on the same workstation, and this user does not get the error and no one else has reported this issue! Could this be a permissions problem?  Any other ideas on what to check? 

Hi,When creating a new doc class, I am getting the Choose Macro pop up on Check In, Edit and View, this is only on new document classes. Where is the setting to auto select the macro so this pop up does not show for the user?Thanks  Running on IFSAPP10 UPD9 IEE Client 

Hello, My customer is using Aurena, and would like to attach documents such as supplier delivery notes to the Register Arrival Lines, so that after receiving the parts into stock, and the Receipt is then created, the same documents will appear on the Receipt.In Aurena, I have noticed that the Register Arrivals LU is ReceiptInfo, which is the same LU used for the Receipt screen. However, they have different Projections, so I am unsure as to how we would create this object connection transformation. I also looked at this in IEE, and the Register Arrivals screen uses a different LU to Aurena, as it uses PurchaseOrderLine instead of ReceiptInfo, but even when making this an active object connection its not possible to attach documents here.My question is, has anyone used the Register Arrivals window to attach documents before, and if so, how was this achieved? Your feedback and help will be much appreciated.Regards,Aisha

I am using the following code in an event but the deferred job is erroring:DeclareAttr_ Varchar2(32000);Sql_Msg_ Varchar2(32000);Block_ Varchar2(32000);TRANSLATION_TEXT_ varchar2(2000);BeginBlock_ :='Declareinfo_ varchar2(200) := null;title_ varchar2(50);Beginselect title  into title_ from doc_issue_reference where doc_no=''&NEW:DOC_NO'';If title_ = ''Delivery Note No'' ThenBegin    ifsapp.doc_issue_api.New_Revision2__(''&NEW:DOC_CLASS'',''&NEW:DOC_NO'',''&NEW:DOC_SHEET'',''2'',''&NEW:DOC_SHEET'',''TEST'',1,1,1,''DELI''); End;Endif ;End ;';--Transaction_Sys.Is_Session_Deferred; Sql_Msg_ := Message_Sys.Construct('UPDATECOLINE');Message_Sys.Add_Attribute(Sql_Msg_, 'SQL', Block_); Client_Sys.Clear_Attr(Attr_);Client_Sys.Add_To_Attr('SQL_DATA_', Sql_Msg_, Attr_);Client_Sys.Add_To_Attr('MSG_',

In Aurena, when you go ‘My Expense Sheet Details’ and click on ‘Attachments’ then ‘Attach Existing’ command you see all documents that have been attached by anyone, even when they do not relate to expenses.For example, in the screen shot below I am seeing supplier invoices: This is a data security issue and I need to understand how to remove them from the list. 

Hi all,Is it possible by a Configuration or Document Macros to prevent the user from checking in an empty file?I have tried Event Actions but not able to solve it due to that FILE_DATA column is a LOB and not part of the attributes. I will therefor end up with Mutating Triggers when trying to fetch the File Size.I have no knowledge about Document Macros and don’t know if it is worth the time to try this out? Is it possible or does anyone have some other nice solution that might work?

Hi,I’m trying to preview attachments connected to an  'External Supplier Invoice'  in cloud 21R2 but could not see the image attached.Installed Aurena agent but the issue remains the same.However I could see the Attachment using 'Preview' button on Attchment Panel, when the External Supplier Invoice is converted to an Invoice.Thanks!Bhagya 

Hi All,How can I get map position to this portal? Even I enter the Map position to Work Task level. It’s not connected to this. Best Regards,Roshan 

 Hi all Docman fans,I work at IFS R&D with the IFS Document Management (aka “Docman”) functionality.Sometimes we need input from customers (“Do they use X? How? Why? When? Would they like Y?”) and the only way we have is to ask our consultant colleagues.I am thinking about trying to use IFS Community for this as well to get feedback from the horse’s mouth, so to speak.This post is just to hear how big of an audience we have here.If you are a regular user here and/or would like to participate in polls, questions etc from us, please like this post or, even better, add a comment below.Thanks!/MathiasPS. And also, if you are interested in Docman, make sure to subscribe to this part of the community. 

Where is Approval Routing data stored? Can a report be created that shows if the Steps have been approved or rejected? Is there a view or table I can use?Thank you, 

 Hi All,We created a command button called “Email Quotation” in the Sales Quotation window. Once the user presses the command button, the system will open up the new outlook mail attached with the relevant sales quotation report pdf. At the moment this is working fine. For the solution I used “agentcall DownloadAndSend” function.New mail TO: user email address is missingThe problem is we can't pass the “To” mail address using this Aurena agent call. DownloadAndSend(odata, filename, subject, body, (setreadonly, overwritereadonly));

Hi, Would it be possible to make the system default a specific approval template based on the county that the creator is from?Fx a manager from Germany is creating a document with a specific document class - could the system then put on automatically a specific approval template where the system reads that this user (the creator of the document) is from Germany and therefore it puts a certain approval template directly on the document - and then a different one if the creator of the document is e.g., from France? Best regards Maria

Can someone help us in understanding the Redline functionality in IFS document management

We have implemented several new document classes and moved a bunch of user’s to Aurena ClientWe are finding that our new document classes don’t allow anyone except the user that uploads the document attachment the ability to view the document.We are in the Change Request and the new document class can’t be viewed but the old one can.This is a new user and has not been placed in any specific user groups to get access to either document class.  Please help.

Hi, In the document Object Connection window, When trying to have an output of the below documents in for of PDF, they are saved individually on the hard drive or locally in the laptop. Is there a possibility to combine or merge the files in one PDF.(Usually these can be saved as seperate single files.)Example one Example TwoThanks and Regards,Dinith.

Good Day,We are looking for partners/customers that have integrated Opentext ECM into IFS Platform.Any support or guidance will be appreciated.Regards,EC

I have a user who can download and view a word document, but cannot open the embedded PDFs in the document.  He does have view and edit access to the document class….I can both download, view, and open the embedded PDFs so it is not the document…I am stumped….anyone have suggestions on what to try?We are using Apps10 upd.14IEE

Hello,When trying to upload a document in IFS cloud, im receiving below error.Something went wrong when uploading the file using the Aurena Agent. Error message: Missing or empty mandatory parameter: odata i did a bit of an investigation and the error comes from command CreateAndConnectDoc in the DocReferenceObjectAttachment.client file. When trying to execute the agentcall Upload this is getting failed. It looks like we cannot access aurena agent code. Can someone explain me why this error is raised. I suspect the file part could be a reason. File is located in a folder structure like below.C;\Users\t.user\New Folder\Test.pdf any help is highly appriciated.. ThanksRoshanga

How to add a view file to a document revision? Customer has an original DWG file stored to a document revision and they need to have a PDF file as view copy.